Customizing Placement Fields allows your team to collect and manage critical information in a structured way.
You can add up to 50 custom fields, organize them into sections, and control whether fields are mandatory - all within the Field Configuration settings.
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🗝️ Key Features of Placement Custom Fields
Create up to 50 custom fields specific to Placements.
Organize fields into sections for easier navigation and usability.
Set fields as mandatory to enforce data consistency.
Remove or modify mandatory settings as needed.
Enable custom fields as wildcards for use in documents.
Export placement custom field data via the Export Scheduler.
⭕ How to Create and Manage Placement Custom
Fields
Follow these steps to add and manage custom fields in the Placement section:
To create a new Placement Custom Field:
Navigate to Settings, then click on Field Configuration, followed by Placement Fields.
Click on the field type you want to create (e.g., Text, Dropdown, Date).
Configure the field label and other settings.
(Optional) Group your fields into sections for better organization.
To make a field mandatory:
Make sure to check the box labeled Mandatory when setting up the field.
So, mandatory fields must be filled before a placement can proceed.
To remove or modify the mandatory setting:
Return to Settings, then click Field Configuration, followed by Placement Fields.
Locate the specific field (e.g., Cost Centre).
Uncheck the Mandatory box to make the field optional.
👉 Proceed with caution to avoid gaps in critical data.
To enable a custom field as a wildcard:
In the Placement Fields section, select the field you want to enable.
Check the box labeled Enable Wildcard.
This wildcard will now be available in the Wildcard Section of the Document Builder.
To export custom fields:
Go to Export Scheduler in your settings.
Choose the relevant export format that includes Placement data.
Placement custom fields will be included in the export.
💡 Best Practices
Verify the impact of removing mandatory fields on your workflows before making changes.
Document all changes to field configurations for auditing and consistency.
Use sections to group fields logically for a cleaner user experience.
Use wildcards only for fields relevant to your documents to avoid clutter.
🤔 FAQs
Q1: What happens if I set a Placement field as mandatory?
Answer: The placement process cannot be completed until that field is filled out.
Q2: Can I remove the mandatory status from a field later?
Answer: Yes, you can remove the mandatory setting by unchecking the box in the Placement Fields configuration.
Q3: Where do I find wildcards after enabling them for custom fields?
Answer: Wildcards can be found in the Wildcard Section inside the Document Builder.
Q4: How many Placement custom fields can I create?
Answer: You can create up to 50 Placement custom fields.
Q5: Can Placement custom fields be included in reports or exports?
Answer: Yes, custom field data can be exported using the Export Scheduler.
Happy Recruitment #TheVinnyWay🤩