Creating a Data Field

Creating data fields has a significant direct impact on the structure of employee data and therefore integrations. Please familiarize yourself with all articles in the Data Fields section of the Resource Center before creating a data field for the first time. If you have any questions or hesitations, please feel free to reach out to a member of the Click Boarding team for support.

To create a Data Field

1. Navigate to the Data Fields tab
2. Select Custom Fields
   • It is recommended to create all custom data fields under the Custom Fields section
   • Note that you can create a custom data field at the main (A.K.A. root) level but this is not recommended and Click Boarding should be consulted to make sure this works for your setup

1. Select Create Data Field
2. Select the type
   • Text: a string of text with multiple display options (single line, multiple lines or selection from a list)
   • Date: an international date input (field will format based on users selected language)
   • Phone: an international phone input
   • Data Field Group: one grouping of related fields; can hold other data fields
   • Collection: one or more groupings(s) of related fields; can hold other data fields
   • See the article Data Field Types for more information about the data field types
3. Enter the Reference Name
   • The Reference Name is how the filed will be identified when extracting or adding employee data via API
   • Must only contain letters, numbers, and underscores
   • Must be unique
   • Because this field is used in data transfer it cannot be edited once created. Double check that the Reference Name matches your requirements
4. Enter the Title 
   • Title is a how the field will be referenced inside Click Boarding
   • Title is used as the default display label for a field on the form.
5. If creating a Text field you can set the option fields Minimum Length, Maximum Length, and Regular Expression Pattern
   • Note that these settings cannot be changed once the field is created. It is generally recommended not to set these values unless certain of their need.
   • Minimum Length is the smallest number of characters the data in the field can be
   • Maximum Length is the largest number of character the data in the field can be
   • Regular Expression Pattern can be used to set custom validation for a field
6. Select Submit