From the RandomCoffee platform
Category type and values
Open the "Categories" section in the "Members" panel.
Click "New category"
You can drag and drop the categories to rearrange them in the order that suits you best, via the drag-and-drop handle highlighted below:
This order is displayed in the following cases:
in the drop-down lists when setting the matching rules
in the forms members have to fill when they join the initiative via the "Invite Link" option
Choose a title for your category, as well as the type of category you want to create.
You may choose between:
Dropdown list (list of options to choose from, only one answer)
Short text (free field, good for short answers)
Date (calendar dates only)
Number
Multiple choices (list of options to choose from, several answers are possible)
YES/NO (only 2 options)
In the example below, we selected the dropdown list. We can now add as many fields as we want in this list.
Category description
You can also add a description for each category.
This description will be visible as a tooltip in member profiles:
It will also be visible in the RandomCoffee registration form (when you invite members via a link):
Category visibility for members
By default, all categories are visible to members from their Portal (if the Portal is enabled by the Admin).
You can hide categories to members by activating a dedicated option, just below the Category name (see the image below), keeping in mind the following impacts:
• Hiding categories from members limit their preferences and instant match choices (if they have access to the Member Portal).
• A hidden category will not appear as a field to fill in the invite form.
Mandatory fields
You can define mandatory fields (categories) and require users to complete specific values when registering or updating their profile.
Just activate the "required" option:
Category values for each member
You can now edit the Category values for each member:
Directly from the Members list (by clicking on a member's name)
You can also ask your members to do it themselves by filling out their values from their Member Portal.
✨ Pro tip
Interested in setting up a Program with matching rules based on category values filled in by users? Follow these steps!
1. Configure your Categories.
2. Send an email presenting RandomCoffee and including this Invite Link, and invite people to fill out their details for each Category in the Member's Portal.
3. In the meantime, you can configure your Programs with the right matching rules.
4. Plan your first sessions when your members list is up-to-date (when members have filled out their Category values)!
From a .csv file
Follow the steps described here to create and/or update a Category with a .csv file import.
We recommend this option for adding several categories at once.
From your HRIS integration
Read the following article to understand how categories are automatically created via your HRIS integration.
Categories resulting from synchronization with your HRIS cannot be modified/deleted in RandomCoffee, as they are dynamically updated with each synchronization and take over the existing fields in your HRIS.
Of course, you can always modify member information that is not synchronized with the HRIS as usual.
For the same reason, categories resulting from synchronization with your HRIS are not visible into the joining form for joining users via invite link as they cannot edit/override these values that come from your HRIS.
From a SCIM provisioning
Read the following article to learn how to do it.