Custom fields

Updated by Tým PINYA

Adding custom fields to forms is a great way to further customize the system to your needs.

Here is a quick guide on how to work with custom fields:

  1. You manage custom fields in the main system Settings > Custom fields .

  1. Click the Add new field button. A pop-up window will open:

  1. Enter a Title . The title of the custom field does not have to be unique, but for better clarity, we recommend that it be unique.
  2. Enter a Token Name . This will allow you to copy data from custom fields into the generated documentation.

The token must start with an underscore and must always be unique.

  1. Select Field Location .
  2. Select Data Type . For a single/multiple selection type, enter values.
  3. Checking Published means that the field will be visible on the form.
  4. If you want the contents of the field on an employee's card to be part of their internal public profile, check Include in public profile . For more information, see the article Displaying a public field on an employee profile .
  5. You can also add a Description for your custom field.
  6. Don't forget to Update before closing.

There can be multiple custom fields on a single form. They appear at the bottom of the form.

Custom fields can be displayed in views above the employee list, see image.

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