How to Create Custom Data Fields

Disclaimer:  Depending on your configuration, custom data field functionality may not be available. While we strive to ensure our product features are available for everyone, there are some configurations that are currently incompatible with certain features. To see if this feature is available for your company, please send an email to [e-mail].

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1. Login to your Click Boarding Administrator Portal.
2. From the left navigation bar, select Company > then Data Fields.
   
   
3. If you want the Data Field stored on the root-level of the candidate shape, this is where you’d create.
4. If you need the data field to exist under a parent data field, select View on the parent field and then Create Data Field.
5. Click Create Data Field, then select the type.
   • Collection: one or more groupings(s) of related fields; can hold other data fields
   • Data Field Group: one grouping of related fields; can hold other data fields
   • Date: an international date input (field will format based on users selected language)
   • Text: a string of text with multiple display options (single line, multiple lines or selection from a list)
   • Phone: an international phone input
     
6. Select Text.
   • Reference Name: how our back-end references this/these field(s)
     • Example: preferred_name
   • Title: How this field will be referenced inside Click Boarding; the “Title” is used as the default display label for a field on the form. The admin user has the ability to change it.
     • Example: Preferred Name
   • Click Submit.
     

Your field can now be used to collect data on a form.