Custom Fields

Custom fields are commonly used to collect data specific to your field. Once these fields contain data they then have the ability to be searched and reported on as if they were typical predefined fields.

  1. Click on the system tab
  2. Click Custom fields
  3. Select one of the custom field options depending on which record type you would like to add the custom field to:  Company Custom fields, Name Custom Fields, or Position Custom Fields
  4. Click on the dropdown on the far righthand side of the lower dropdown menu and choose add custom field.
  5. Name the custom field then select an action for the field to become. The descriptions of the actions are as follows:

 

    • 1=Email: Select this option when an email address will populate the field. You will then be able to launch an email program from the field.
    • 2=Internet Browser: Select this option when a URL (web address) will populate the field. You will then be able to launch a web browser to the entered address from the field.
    • 3=Shell Application: Selecting this option allows you to point a custom field to a file on your computer. A List button will appear with the field that allows you to browse to a document and select it. Once a file is selected, you’ll see a path (C:/My Documents/Resume) in the field. When you click on the path in the field, it will open that document for you. This option is seldom used now that PCRecruiter includes the ability to add attachments.
    • 4=Phone: Formats the contents of data entered into the field as a phone number.
    • 5=Date: Formats the contents of data entered into the field into a date.
    • 6=System Admin Change Only: Select this option when only the system administrator should be able to edit the contents of the field.
    • 7=System Admin View Only: Select this option when only the system administrator should be able to view the field and its contents.
    • 8=Dropdown: Select this option when you will want to force users to select from list of values. Action 8 Dropdown: Select this option when you will want to force users to select from list of values.
    • 9=Hash/Encrypted:
    • 10=Currency: Formats the contents of data entered into the field into a currency format.
    • 14=RSA Encrypted:
    • 14=Multi-Select: Select this option to create a field that allows users to select multiple values from a list and/or manually enter values.
    • 15=Multi-Select Checkbox: Select this option to create a field that allows users to select multiple values from a list.
    • 17=Text Area Field: Select this option when you would like to have the action of the field have a larger text box window appear for the field.
    • 18=Attachment Field: Select this option to choose an attachment to be viewable from the record. Please note it must still be attached to the record to be selected.
  1. Once the field action is selected then click SAVE.
  2. Once the field is created in the system tab you can then go to the corresponding record and click customize on the lower far right side dropdown menu, next select the custom field from the dropdown menu inside an empty field then click SAVE. 

Using Multi-Select and Dropdown

If you choose to create a multi-select checkbox or dropdown you are responsible for entering the values the users will select from.

  1. Locate the field in your list of custom fields
  2. Click the Default Values link
  3. Select Add
    1. You may also choose Import if you have list of values in a CSV file
  4. Enter value and select Add
  5. Repeat until all values are entered and click Close once finished
  6. You will now need to add your new field to your layout, click here to learn how.stacy lang default values