Each Meeting Type can be configured with up to fifteen Custom Data text fields which can be used to dynamically populate data into related Agenda, Item Report, or Minutes templates.
Important Notes
To manage these settings a user must have the Has Access to Meetings Site Settings permission in their User Profile.
When activated, these fields become available on the Agenda Fields page of your Meetings.
For instructions on how to change the text that appears in a given agenda custom text field by default, see the Edit Agenda Default Text section of our Manage Default Text article.
Instructions
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option
Click the Meetings tile
Select the Meeting Types tile under the Meetings section
Click the Custom Data button (yellow star icon) for the desired Meeting Type
Fill in the details for as many of the fifteen available fields as needed
Field Name: This is a unique, hard-coded name that is used to reference this field within the Settings
Field Label: Enter a label that will be used in place of the Field Name when viewing the Agenda Fields page
Visible: Toggle to indicate whether the field is visible or not on the Agenda Fields page
Req. (Required): Toggle to indicate whether this field must contain content when saving the Agenda Fields page
Merge Tag: This is the unique hard-coded Merge Tag that can be used in your templates to dynamically pull the content of this field
Click the Save Changes button
The Custom Data text fields have been configured
Notes:
Changes to Custom Data will be available the next time you visit the Agenda Fields page of a meeting that uses the selected meeting type.
You can Edit Agenda Default Text to change the text that appears within a custom text field by default.