Custom Fields

Occasionally users may want to add new fields to their candidate and requisition records, without submitting a Change Request (CR) and losing time waiting for the fields to be added.

When adding custom fields, you can configure field attributes, decide where the fields should appear on screen, and immediately deploy the updated requisition or candidate record with the new fields displayed. Once a custom field is added to a panel it cannot be removed. You must contact your PeopleFluent representative to file a CR to have the field removed.

There are three types of custom fields for the requisition and candidate panels:

  1. Custom fields that were created in the past and are not being used, but can be recycled. These fields appear under 'Available Custom Fields' on the panel. For more information see, Recycled Custom Fields.
  2. These are custom fields created by the user. For more information see, User Created Custom Fields
  3. Custom Fields via a script – If the customer has used all of their recycled custom fields, they can get ten additional custom fields added through a script. Customers must submit a change request to get these additional custom fields. These fields also appear under 'Available Custom Fields' on the panel.
  1. Note: These ten additional custom fields are text only fields.

To configure recycled custom fields on a panel

  1. In configuration mode, select the panel you want to edit and click the Configure Panel icon. The panel switches to configuration mode.
  2. Under the Available Custom Fields area, locate the custom field you want to add to the panel and move it to area of the panel with the other active fields.
  3. If desired, make any changes to the field attributes.
  4. Click Spell Check to verify that the text of the new custom field is spelled correctly.
  5. (Optional) If the field contains a domain list click Edit Domain List and make changes where necessary. For more information, see Edit a Domain List.
  6. Click Commit to save all changes to the field.
  7. To save all changes to the panel , click the Configure Panel icon. A confirmation message appears.
  8. Click Yes to commit the changes to the panel. The custom field now becomes visible on the panel.
  9. To leave configuration mode, select Primary Navigation Bar > Admin > Turn Screen Configuration Off.

 

To create a user defined custom field

  1. In configuration mode, select the panel you want to edit and click the Configure Panel icon. The panel switches to configuration mode.
  2. Under the Available Custom Fields area, click Add New Custom Field.
  3. On the Create New Custom Field window, configure the field attributes for the new custom field.
  4. Click Spell Check to verify that the text of the new custom field is spelled correctly.
  5. Click Commit to save all changes. The new custom field appears under the Available Custom Fields area.
  6. Move the new custom field to the area of the panel with the other active fields.
  7. Click the Save icon to save all changes to the panel.  A confirmation message appears.
  8. Click Yes to commit the changes to the panel. The custom field now becomes visible on the panel.

 

Additional Information

About Self Service Administration

Screen Configuration Mode

Modify a Panel

Manage Domain Lists

Hidden Fields

Reference Material: Field Attributes

Some functions described in these files are dependent on assigned permissions and may not be available to all users.

 

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