How to Add a Custom Field as a Column in Table Views? 🤔
Adding custom fields to your table views is essential for tailoring your Vincere experience to meet the specific needs of your recruitment business.
Custom fields allow you to capture unique data points relevant to your organization, ensuring that you can efficiently manage and analyze your Candidates, Contacts, Companies, Placements, and Jobs.
This guide will walk you through the steps to create and add a custom field as a column in the following table views ⬇️
Step 1: Create a Custom Field
To create a custom field, follow the steps below:
From the Settings menu, select Field Configuration.
The configuration tool enables you to create custom fields for various entities, including Candidates, Contacts, Jobs, Company records, and Placements.
2. Choose Field Type.
Select the entity type for which you want to create the custom field (e.g., Candidate, Contact, Job, Company, or Placement ).
For example: you want to have an "Availability for work column" in the Candidate table view ,so now you should choose the Date Pickers as Field Type.
Scroll down to the bottom of the page to locate the new field you've added.
3. Edit and Enable as a Custom Column.
Click on Edit Field next to the custom field you’ve created.
Rename the field if necessary.
Ensure you enable the field as a Custom Column by checking the appropriate box.
Step 2: Add the Custom Field to the Relevant Entity Tab
Once your custom field is created, you need to add it to the corresponding entity tab (e.g., Candidate Summary) so that it can be displayed as a column in the table view.
1. Navigate to the Entity Summary.
Go to the specific summary page related to the entity (e.g., Candidate Summary, Contact Summary, or Company Summary) by selecting it from the drop-down menu located at the top left.
2. Locate the Custom Fields Section.
Scroll down to the Custom Fields section.
Find the custom field you’ve just created.
3. Drag and Drop the Field.
Simply drag and drop the custom field into the desired section within the summary.
Once done, click Save.
Step 3: Display the Custom Field as a Column in the Table View
After adding the custom field to the entity summary, you can now display it as a column in the table view.
1. Go Back to the Table View.
Return to the relevant table view (e.g., Candidate Table View).
2. Configure Table Columns.
Navigate to Table views & Configuration button within the table view.
Click on Column and search for the Custom Field from the list.
3. Enable the Custom Field Column
Tick the box next to the custom field you wish to display as a column.
Your custom field should now be visible as a column in your selected table view, allowing you to easily sort, filter, and manage data specific to your recruitment needs.
📌 Important Note:
Custom fields will not be included in the file when using the Export to CSV function.
If you want custom fields to appear in CSV reports, they must be added as onboarding fields and exported through a data export report, not via the standard export option.
📂 For more details on Adding Custom Field please click HERE
Happy Recruitment #TheVinnyWay🤩