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Team custom fields 🆕

It is now possible to add custom fields to your user profiles.

To do so, go to the "Administration" tab, then click on the "Custom fields" tab.

You will see several sub-tabs, including the one we are interested in: "Employees".

Navigate to it and click the green + button in the top right corner:

In "Field label", simply enter the name you want to give to your custom field.

For example, you want to add a field that will allow you to determine whether the user is a permanent employee or a temporary worker. We will call this field "Status" for the example.

Then, you can select the field type (by default, Short text), but several are available. For our example, we will choose "Dropdown list".

You will then be able to create the list items (called "Options").

Then, simply type the desired labels. A code will be automatically generated. This code ensures that, in the event of a label modification, the integrity of the entered information is preserved.

Once the "Basic" configuration is complete, go to the "Advanced" tab, where you will find several options (options depend on the field type):

  • A help text to display in order to clarify what is expected in this field

  • Default value if most of the time it is a recurring value

  • Required field: a customer profile cannot be validated as long as the field is empty.

  • Show in tables and lists allows the custom field(s) to be visible in the general customer table ⬇️

  • Include in global search allows you to enter one of the list values in the search bar and find the employee that way.

  • Add to filters adds a checkbox with the ability to filter by the newly created status.

On the employee's profile, you will find an "Other" tab allowing you to fill in the custom fields.

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