Custom fields

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Custom fields

Advanced and Professional editions only

PerfectTablePlan comes with a number of standard fields: First name(s), Last name(s), RSVP, meal choice etc. You can also add custom field appropriate to your type of event.  For example you can add properties to define: which organization a guest belongs to, which languages they speak and how much they have paid for their ticket.

There are 6 types of custom field:

Field type

Allowed values

Example usage

Yes/No

Yes or No.

Is table sponsor

Text

Any text.

Job title

Number

Any whole number (integer).

Bottles of wine ordered

Currency

Any floating point number. Accurate to two decimal places.

Amount owing

Selection

One of a comma separated list of items.

Employer

Tags

0, 1 or many comma separated items.

Languages spoken

For example you might create a:

Selection custom field called "affiliation" with values "wedding party", "bride's family", "groom's family", "bride's friends", "groom's friends" and "other". Each guest can then be categorised by their affiliation into exactly one of the allowed values.

Tags custom field called "languages spoken". For each guest you can then list 0, 1 or many languages they speak separated by commas, e.g.: "English", "English,Spanish" or "English,French,Spanish".

Select Edit>Custom fields... to change the custom fields in the custom_field_16Custom fields window.

Custom fields affect PerfectTablePlan in the following ways:

Guests pane and Groups pane

An additional column appears for each custom field. You can show/hide these fields by clicking on the more_button_w button and checking/unchecking the appropriate box.

Import window

Values can be imported into custom fields. Any £, $ or € characters will be stripped from currency values during importing. You can create custom fields during import by selecting <custom field> from the drop-down menu at the top of an import column.

import_custom_field_w

Floor Plan pane

Visualization buttons are added for each custom field of type Yes/No, Tags and Selection. If you click one of these buttons the guests will be coloured appropriately. For Tags types a separate colour band is shown for each value. For Selection types you can use combinations of 2 colours. You can change the colours used in the visualization_colours_16Visualization colours window.

floor_plan_show_custom_w

 

A custom field property can be displayed instead of the guest name by selecting the custom field from the Display drop-down list.

Custom field values are shown when you hover over a guest.

Table Plan pane

Similar to the Floor Plan pane, but custom fields can also be shown in the legend text by checking the appropriate box. You can show/hide these fields by clicking on the more_button_w button and checking/unchecking the appropriate box.

Table Chart pane and Guest Chart pane

A check box is shown for each custom field. You can show/hide these fields by clicking on the more_button_w button and checking/unchecking the appropriate box.

Stationery pane

A substitution text is added for each custom field, e.g. if the custom field name is "Languages spoken" the substitution text will be {languages_spoken}.

Report pane

Custom fields are included in reports. Number and currency fields are summed.

Professional edition only

Automatic seat assignment

You can set proximities for fields of type Yes/No and Selection. For example, you could create a custom field 'department' with allowed values: 'sales', 'marketing', 'engineering' and 'admin'. You could then set the proximity in the appropriate Custom field proximity pane so that guests from the same department are seated together (or apart) by the automatic seat assignment.

Export window

Custom fields values can be exported.

See also:

Add custom fields

Edit a property for multiple guests