Custom Field Admin - Performance Reviews

Search for a Field

To search for a custom field:

  • Name - Enter the name of the custom field in the field, up to 100 characters.
  • Type - From the drop-down list, select the appropriate custom field type.
  • Include Inactive - Select this option to include inactive custom fields in the search.

Fields Table

The Fields table displays the following information for each of the existing custom fields:

  • Title - The custom field title.
  • Type - The custom field type.
  • Created By - The creator of the custom field.
  • Active - Select this option to activate the custom field. If this field is deselected, the custom field is not available in other areas of the system.

Field Options

In the options are available in the Options column:

  • Edit - Select this icon to edit the existing custom field.
  • Remove - Select this icon to remove the custom field.

Add Custom Field

To add a new custom field, follow these steps:

  1. Select the Add Field icon .
  2. Name - Enter a name for the custom field that will be visible to end user. The character limit for this field is 50. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.
  3. Type - Select the appropriate custom field type from the drop-down menu. For performance reviews, Checkbox, Date, Drop-down, Numeric, Radio Button, Scrolling Text Box, and Short Text Box type fields can be created. See Custom Field Admin - Custom Field Type Options.
    • Note: For Checkbox, Dropdown, and Radio Button field types, if translated values are defined in the Options section, then the translations display in custom Performance Review Reports. The values display in the user's language, if available. If the user's language is not available, then the values display in the default language for the portal. For shared reports, when the report is refreshed, the translated options values for the custom report fields display in the user's language, if available.
  4. Active - Select this option to make the field active.
  5. Availability - Define which users have the ability to view and access the custom field. The administrator must set the availability of the field if the field is to appear for other administrators and end users in the application. If availability is not set, then the field will not appear in administrator and end user areas of the application. See Setting Availability Overview.
  6. Click Save.