Custom fields are a smart way to identify and group your workforce. You can create and manage tags and custom fields from the Users tab.

Custom fields are important since they will, later on, help you create Smart Groups and they will allow you to filter your workforce at all times.

Custom Fields

Custom fields will help you better identify all your users. You can add them to your user's profiles. Later on, you can create groups using the custom fields. If you create a custom field for one user, that custom field will be added to every one of your users' profiles.

To add a custom field:

  1. Click the Users tab on your sidebar.

  2. Select any user.

  3. Click Manage fields.

  4. Click add field>custom field

The new custom field will be displayed in all your employee’s details. You can complete the custom field manually.

To arrange custom fields, hover your mouse over the custom field and use the arrow to drag and drop and rearrange the custom field as shown below.

Whenever you add a custom field, you can decide to rename the custom field for the custom field that is relevant to your company.

Moreover, on every new custom field settings you can decide:

  • That the field will be required

  • Visible for the mobile users

  • Users can edit the field information via the mobile application

Hover your mouse over the custom field and a pencil will appear. Click the pencil and then clock field settings to edit the custom field.

Check the relevant box to make the custom field: required, visible for mobile users or decide if you want the users to be able to edit their own information via their mobile app.

  • Every custom field with a * next to it is a required custom field. If you select required, for every new user that you add you will need to complete the custom field when you add the new user.

  • Every custom field with an eye icon determines that the field is visible for mobile users.

  • Every custom field with a pencil icon next to the eye icon determines that the users are able to edit the specific field.

Still have questions?

Don’t hesitate to contact us, our customer support team will be happy to answer your questions and help set your app to fit your team’s needs like a glove!

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