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DocumentationWhat are custom fields and how do I create them?

What are custom fields and how do I create them?

Custom fields are used in the application in several areas, as listed below. Find out what each of them can help you with and how you can use them.

General information about custom fields

You can add different types of custom fields, and these are:

  • Label – works strictly as a description
  • Subtitle – works strictly as a subtitle
  • Numeric – for numbers
  • Text – short text
  • Text area – long text
  • Date – calendar dates
  • Select – text or numbers, but you can select only one element
  • Multiple select – text or numbers, but you can select multiple elements
  • Scale – select a value between 1 – 10 (for example)

How do I create custom fields?

  • “Settings” from the main menu
  • Click on “Custom fields”
  • From the submenu, choose the custom field type that you want: for users or events
  • Click on “Add field”
  • Complete the “Field name”
  • Choose the “Field type”
  • Complete the “Field description”
  • Check the box for “Multiple values” if you want to multiple this field for an employee
  • Click “Save”

Additional settings

Multiple values ​​- by checking this, you will be able to add this field multiple times, and it can be completed several times.

Required – by checking this box, you will make it mandatory to be filled in.

Unique value – by checking this box you will request that the information filled in it be unique (Destined for a field with the role of Project Code, which should be unique)

Add to the name displayed in the lists – by checking this box you will choose that the information completed in this field is displayed next to the project name (Destined for a field with the role of Project Code, which appears next to the name)

Keywords: employee data, employee information, custom fields, personal information

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