This guide walks through creating Custom Data Fields (CDFs) in Tacklit. CDFs are created in the Control Panel and appear in client profiles for your team to use.
Who can create CDFs
Only Superusers can create and configure CDFs. Practitioners can use the fields but cannot modify their setup.
Step-by-step: Creating a CDF
Go to Control Panel > Client Data Fields.
Click Add New Data Field.
Enter a field name — this is what practitioners will see in the client profile.
Select the field type — text, dropdown, multi-select, date, number, or checkbox.
If using a dropdown or multi-select, add the available options.
Choose where the field should be used — you can assign it to a category to group related fields together.
Set visibility and access — decide which roles can view and edit the field.
Optionally, configure conditional logic — make this field appear only when another field has a specific value. For example, a "Funding Reference Number" field that only shows when the "Funding Source" is set to "EAP".
Choose whether the field should be visible on the client profile by default or hidden.
Save the field.
Organising CDFs into categories
Categories group related fields together in the client profile — for example, "Clinical Information", "Funding Details", or "Demographics". This keeps the profile tidy and helps practitioners find the fields they need quickly.
Conditional fields
Conditional fields only appear when a specified condition is met. This keeps the profile uncluttered — practitioners only see fields relevant to the current client's situation. For example, Medicare-specific fields can be hidden until "Funding Source" is set to "Medicare".
After creating CDFs
Once created, CDFs immediately appear in client profiles. You can also add CDF variables to case note templates (so they sync from notes to the profile) and to report/letter templates (so they auto-populate in documents). See Setting up case notes to capture key data for more on this workflow.