How to troubleshoot issues with custom fields in the onboarding process
How to troubleshoot issues with custom fields in the onboarding process
How to Troubleshoot Issues with Custom Fields in the Onboarding Process
The Onboarding › Fields section allows you to configure which custom fields attendees must complete during their first access to your event. When these fields don't display correctly or prevent attendees from completing onboarding, you'll need to troubleshoot the configuration to identify and resolve the issues.
Before you start
You must have System Administrator or Event Manager permissions to modify onboarding settings and troubleshoot custom field issues.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Onboarding" from the left sidebar menu.
Click on the "Fields" tab at the top of the page.
Verify that "Enable Event-Level Custom Fields" is checked if you want custom fields to appear during onboarding.
If the "here" link for editing custom fields returns a "page not found" error, navigate directly to People > Custom Fields in the left sidebar.
Check whether you've selected "All fields" or "Selected fields" and confirm your selection matches your intent.
Review the list of selected fields if you chose "Selected fields" option.
If no fields appear in the selection list, you may need to create custom fields first.
Navigate to People > Custom Fields to inspect the configuration of your event-level custom fields.
Examine each problematic custom field for proper setup:
Confirm field names are clear and descriptive
Verify dropdown options are correctly defined
Check that validation rules aren't too restrictive
Test the onboarding flow by resetting it for a test user:
Go to Onboarding > Reset Onboarding
Search for a test user account
Click "Reset Onboarding" next to their name
Log in as that user to experience the flow
Save any configuration changes you make.
Troubleshooting
If attendees still can't complete the onboarding process:
Verify that the onboarding flow is enabled in the Settings tab
Check that required custom fields don't contain validation errors that prevent completion
Ensure dropdown fields have at least one valid option
Confirm that "For Admin Use Only" or "For Internal Use Only" isn't enabled on fields meant for attendees
Check that field types are compatible with any mapped registration data
Related links
How to set up event-level custom fields for onboarding