Super Admins with the Create and edit custom fields permissions can create custom fields which will allow to capture and store a wide range of information specific to your organization.
Custom fields section located in the Admin View |
This information can be in the form of either single select fields or free text fields.
NOTE: Please exercise caution when creating custom fields to capture information. Avoid sensitive information, such as Social Security Numbers (SSNs), to minimize security risks.
Adding Custom fields for Location/Department/Position
Switch to Admin View
Click on Custom Fields
Choose the object in which you wish to create Custom fields for:
Location
Department
Position
Click on the Add custom field button
The field title and field type are mandatory fields which needs to be populated before creating a custom field
Field Type: Choose between free text or dropdown single select
Required Field: You have the option to mark a custom field as required
NOTE: There is a limit of 20 custom fields per object. However if you need more custom fields, please reach out to our Customer Support Representative or your Customer Success Manager (CSM) for help
5. Newly added custom fields will be added in the Additional Information section of each object
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Need to talk to our Support team?
Feel free to email help@workstream.is