Converia Manual
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  • 🚧Under Construction
  • Converia at a glance
  • Glossary
  • General
    • A new event in Converia
      • Create a new conference
      • Central settings and individualization
        • Conference name, location and date
        • Header, logo and visibility
        • Contact information
          • General contact
          • Registration contact
          • Contact person for submission and review of papers
        • Central form settings for entering personal data
        • Mandatory information (General terms and conditions, Imprint, Privacy policy)
          • Add and link terms and conditions (GTC)
          • Add and link a privacy policy
          • Add and link imprint
    • Your own Converia website
      • Article
        • Add and edit article categories
        • Add and edit articles
          • Types of articles
            • Create articles with Rich Text Editor (RTE)
          • Article languages
      • Page structure
        • Create and edit folders
        • Create and edit pages
          • Page templates
          • Action names
          • Page content and modules
            • Restrict the visibility of page content
          • Page link
      • Structured data
      • Media
      • Link the organizer's external website
    • Email communication from Converia
      • Create and send emails
        • Send vouchers by email
        • Send link for password reset
        • Send link to participation confirmation
        • Send account information for (imported) persons
      • Send emails from the booking list
    • Archiving conference data after an event
  • Attendees
    • Setting up the registration
      • Checklist: Have you considered everything before starting the registration?
      • Activation of the registration
      • Inquiry of interest before the start of registration: Pre-registration
      • Basic setup of the registration
        • Request of attendee-data in the registration process
          • Standard form fields
          • Custom fields for all persons
          • Custom fields for certain groups of persons
        • C3 - The login area for attendees
        • Methods of payment
          • Simple customization of existing payment methods
          • Creating new payment methods
          • Special case: Free participation as a payment method
          • Enable and restrict payment methods for persons and countries
          • QR-Invoice
        • Free events without invoices
        • Providing the booking confirmation before or after receipt of payment
          • Providing the booking confirmation: Only for paid invoices
          • Providing the booking confirmation: Never
          • Providing the booking confirmation: Upon confirmation
        • Individual information texts and additional information in the registration process
          • Customized content on the final page
      • Create the offer overview
        • Tips for working in the offer wizard
        • Create offers and their structure in the offer wizard
          • Extended configuration options for categories
          • Extended configuration options for offers
            • Additional mail attachments and mail texts for certain offers
          • Define dependencies between offers
        • Price groups (types of participation)
        • Extended configuration of price groups
          • Mail attachments for certain price groups
        • Define registration periods
        • Questions and answers
          • Overview of answer links
          • Hide/deactivate offers automatically
          • Additional queries within offers
          • Editing questions, answers and links
          • Clean up answers
        • Setting quotas
          • Set quotas for offers
          • Set quotas for booking options (answers) within offers
          • Display utilization of contingent offers in the frontend
          • Deposit total quotas across all offers
          • Deposit contingent for early bird discounts
          • Set up waiting list for fully booked offers
        • Restrict the visibility of offers
        • Map offers for accompanying persons
        • Hotel bookings for attendees
        • Mapping tax rates
          • Create new tax rates
          • Mapping different tax rates within one offer
        • Reverse charge in the booking process
          • Reverse charge setup
          • Reverse charge procedure in the front end
          • Reverse charge procedure in the backend
      • Create templates for invoice, booking, participation and payment confirmation
        • Set up invoice document
        • Set up booking confirmation
        • Set up confirmation of participation
        • Update attendance confirmation
        • Set up payment confirmation
      • Cancellation terms
      • Vouchers
        • Configure types of vouchers
        • Create and manage vouchers
      • Lists of participants for organization and information
      • Create surveys for participants
    • Manage people and participants
      • Language of a person
      • Find and synchronize duplicate personal entries (duplicate synchronization)
      • Persons in papers – author addresses vs. main address
      • Import people into Converia
        • Reviewer Import
        • Members
          • Configure matching criteria for member lists
      • Optimal overview of the registration status: customize the dashboard display
      • Managing bookings and invoices
        • Create new bookings
        • Create new invoice
        • Update invoices
        • Cancellation at a glance
          • Cancel an invoice
          • Cancel a booking
          • Editing or canceling booking options
            • Edit an offer
            • Charge a handling fee and show it on the invoice
        • Change invoice recipient or billing address
        • Insert additional information on individual invoices
        • Complete incomplete booking in the backend
        • Add to or edit booked offers
          • Adjust price group retroactively
          • Adjust payment method retroactively
          • Add a voucher retroactively
        • Exchange participants in a booking
        • Export invoices
        • Extended statistics
      • Managing payments in Converia
        • Send payment reminders (dunning letters)
        • Change payment method of participants
        • Make backdated payments
        • Make a credit card payment in the backend
        • Enter payment or credit memo for an invoice
        • Payment exports
        • Accounting interface
      • Import bookings into Converia
        • Create predefined shopping cart
        • The booking assistant
    • 👨‍💻Speaker Mangement
    • 👨‍💻Check-In on site
      • Payments on site for ticketing customers
      • Set up self-service
      • Configuring the scanner for on-site use
  • Papers
    • Configuration of paper submission
      • Configuration of abstract submission
      • Custom frontend submission text
      • Paper topics
      • Forms of presentation
    • Configuration of reviewing process
      • Activation, phases and deadlines
      • Define review criteria
      • Revision of the paper by the submitter
      • Test of the review in the frontend
      • Create reviewers and assign topics
      • Assign papers to reviewers for review
  • Tips for reviewers: How to review many papers faster
  • Ticketing-Processing with Converia
    • General information
      • Distribution of attendees' funds
      • Who is responsible for cancelations or rebookings?
      • Cancellation or rebooking costs
      • Test bookings
      • Send payment information for (subsequent) payment
      • Contact details
  • ADMINISTRATION
    • Rights management for Backendusers
    • Data cleansing in Converia
    • Create subsequent subportal (language)
    • Adding Custom Fields
    • Adding new Payment processors
    • Converia APIs
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On this page
  • General Information
  • Creating a Custom Field (EAV Field)
  • Adding Form references
  • Configuring form references
  • Linking to the Frontend
  • Validators for Additional Fields

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  1. ADMINISTRATION

Adding Custom Fields

Administration -> Custom Fields -> Custom Fields

PreviousCreate subsequent subportal (language)NextAdding new Payment processors

Last updated 5 months ago

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In older versions of Converia, custom fields are still referred to as EAV fields.

General Information

Custom fields (formerly EAV fields) are additional fields that can query further information during participant registration, submission of contributions, and in personal data (C3).

Typically, each custom field requires a data field and two associated form references. In total, you need three entries for a functioning additional field: one form reference in the frontend to display a fillable form field, and one form reference in the backend to retrieve the information in the backend.

Creating a Custom Field (EAV Field)

New Custom Fields can be created by adding an entry via Add data field.

Name

The Name is used to uniquely identify and assign the Custom Field and the associated field references in the system.

Reference

The Reference depends on whether the Custom Field is intended for the registration or personal data (in this case: type = PERSON) or for the submission of contributions (in this case: type = PAPER).

Data type

Selecting the Data type determines what type of information is stored in the Custom Field.

It is important to select the correct Data type, otherwise the information in the additional field will not be saved correctly or at all.

Type: PERSON
Type: PAPER
Custom Fields

Person - Numerical value (Integer)

Paper - Numerical value (Integer)

Select, checkbox, file (=Upload), Radio

  • Numerical value/ Selection

Person - Text single-line (Varchar)

Paper - Text single-line (Varchar)

TText (single line)

  • Short text (max. 250 char.)

Person - Text multi-line (Text)

Paper - Text multi-line (Text)

Text (multi line)

  • Text

A file upload in the frontend registration (step personal data) is currently not implemented or possible!

Adding Form references

Sobald das Feld angelegt wurde, fehlen noch die Formularbezüge. In der Regel ist immer ein Formularbezug im Backend (BE Person / BE Paper) nötig und ein Formularbezug im Frontend an der gewünschten Stelle. Für ein Zusatzfeld müssen also zwei identische Felder erstellt werden.

As soon as the field has been created, the Form references are still missing. As a rule, a form reference is always required in the backend (BE Person / BE Paper) and a form reference in the frontend at the desired location. Two identical fields must therefore be created for an additional field.

Configuring form references

Name of the field

For the sake of clarity, the field name should be the same as for the Custom field. In this case, it would be “Transport”.

Displayed name/ Description

The Displayed name is always displayed above the additional field in the frontend, while the Description is displayed below. If the event is multilingual, the Displayed name and Description must be entered in all languages.

Form

The correct form must be selected here.

It is always advisable to start with the front-end form. The settings and view can then be conveniently checked there. If everything is as expected, the entries for the backend can be duplicated.

Element type

When choosing the element type, consider the specific needs of your form and ensure it aligns with the intended functionality. Select the appropriate checkboxes to determine whether the field should be mandatory for the user and if it should be visible in the form.

Note: The types "Headline" and "Paragraph" do not require a link in the backend form as they provide structure rather than data input. These only need a field in the frontend form to describe and divide other fields.

Element types: Exception for Headline and Paragraph

The field types Headline and Paragraph are not input fields but serve to describe and divide additional fields.

Headline and Paragraph should only be a single entry on a form and should not have a field reference or data field assignment, as this may cause errors when saving.

Linking to the Frontend

Once the EAV field has been created with the field reference to the BE field, the link to the frontend must be established.

To do this, go back to the EAV homepage by selecting Back to list. The previously created form can be accessed via the ⚙ (e.g., BE Person).

In this form, the field just created can be found. This entry can be duplicated. The duplicate (identified by the suffix _copy) can be further edited.

It is important that the original field and the duplicate have the same content to avoid distortions and misrepresentations in the system.

The only part that is changed in the duplicate is the form. Here, the desired location in the frontend is selected, in this example FE Registration step 3 participant details.

Possible locations for an additional field in the frontend are:

Type: PERSON
Type: PAPER

Registration - Step personal data

Submission - step 1 general

Submission - step 3 author data

Submission - step 2 abstract

C3 - personal data

Session submission - step 1

The completed Custom Field

Once everything is correctly configured, the completed additional field appears in both the frontend and backend.

In step 3 of the registration, it looks as follows:

In the backend, all custom fields of type PERSON can be found in the personal data under the tab Additional Fields.

For the type PAPER, the additional fields can be found in the contribution details under the tab Configurable Fields.

Validators for Additional Fields

So far, there are four validators for additional fields:

  1. File size for file upload

  2. File type for file upload

  3. Number of characters for text fields

  4. Number of words for text fields

Validators can be created by our developers on request.

After selecting the element type, ensure it is compatible with the chosen or adjust it accordingly.

data type
Fig. 1: Creating a Custom Field
Fig. 2: Adding Form references
Fig. 3: Configuring form references
Fig. 4: The newly created custom field in the registration (frontend)
Fig. 5: Selecting the correct data field
Fig. 6: Select form
Fig. 7: Duplicate entry
Abb. 8: Auswahl des Formulars
Fig. 9: The completed Custom Field (registration)
Fig. 10: Backend-Type PERSON
Fig. 11: Backend-Type PAPER
Creating a Custom Field
Adding Form references
Configuring form references
The newly created custom field in the registration (frontend)
Selecting the correct data field
Select form
Duplicate entry
The completed Custom Field (registration)
Backend-Type PERSON
Backend-Type PAPER