The Custom Data Field in Item Files lets you add information or links to documents and other media related to an agenda item. This content appears on the Agenda View in the Public Portal and can also be included in an Item Report using the [AGENDA_ITEM_FILES_CUSTOM_DATA] merge tag. This feature is not intended to replace any existing functionality, but rather to provide an alternative method of presenting this information.
The field will accept plain text (for descriptions or additional information) and hyperlinks, which can be copied and pasted into place. There is no need to do anything else. Hyperlinks to an outside document placed in this field will not pull the document into the agenda packet.
Custom Data Field Activation
To utilize the Custom Data Field, you will need to submit a ticket to the Support Team to turn on this feature. If you wish for the information contained in this field to be included in your Item Reports, please include in your ticket that you would like your Item Report to be updated to include this information.
Custom Data Field Use
When the Custom Data Field is enabled, navigate to an Agenda Item, then use the View drop-down menu to select the Item Files page. You should see a field under Attachments labeled Custom Data. In the Content field, enter the desired text and/or hyperlink:
By default, the Show on Public Portal is set to "Yes," but if you do not want this to be visible on the Public Portal, you will want to toggle it over to "No." Don't forget to click the Save Item button to save any changes to the custom data field settings: