Managing Custom Fields

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Create/Edit Custom Fields

  1. Go to Settings in the main navigation bar
  2. Select Custom Fields
  3. Click Create/Edit
  4. Complete the custom field form by adding each parameter to the custom field
    • Name -This is the name visible on the form
    • Code - A unique identifier simplified for advanced system usage, you can leave the default value
    • Entity - The type of custom field this will be. This will determine where it appears in Rosterfy
    • Select Field type - you can find a summary of field types here
    • Select additional options that you need for the custom field
      a. Recommended allowing the field to be used in communications and is
      searchable/filterable
  5. Click Save

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Example User Custom Field creation screen 

Create a field visible to admins only

  1. Go to Settings in the main navigation bar
  2. Select Custom Fields
  3. Click Create/Edit
  4. Complete the Custom Field form by adding each parameter to the Custom Field
    • Name -This is the name visible on the form
    • Code - A unique identifier simplified for advanced system usage, you can leave the default value
    • Entity - The type of Custom Field this will be. This will determine where it appears in Rosterfy
    • Select Field type - you can find a summary of field types here
    • Select additional options
      a. Recommended to allow the field to be used in communications and is
      searchable/filterable
  5. Toggle On Can only be view by admins
  6. Toggle On Can only be modified by admins
  7. Click Save

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Example admin only user custom field

Once a custom field has been created you can organize it using the Advanced tab by adding a custom field category.

You can use the below documents to upload options automatically for multiple select type