Custom Data Fields Tips & Best Practices

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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• We recommend creating fields and example forms in the UAT environment before creating in Production.  Note that you once you create the data fields and forms in UAT, you will also need to create them in your Production environment.  Currently there is no available option to copy data fields between environments.
• If you're working with a standard form export or SFTP export that extracts data (e.g., from a form, spreadsheet, PDF, etc.), the new custom data fields you create will be included on the form or SFTP export.
• When you create new custom data fields within Click Boarding and want to ensure the new fields will be passed to your HRIS system, you will need to update the integration or connection (e.g., SFTP, API, database, etc.).
• For tracking and reference purposes, create a Word document or Excel spreadsheet to track all of the custom data fields you’ve created for your workflow.
• If you have a typo in a Reference Name, you can create a new field using the correct reference name and simply disregard the version with a typo.
  • Note: Custom data fields are only presented to a candidate if you’ve added them to a form.
• If you have a typo in a Field Title, you’re able to edit that field after you’ve created it.
• When creating custom data fields, be sure you are creating the correct Reference Name and Field Type.
  • Note: Neither field Reference Names nor Field Types can be changed once they are created.
• Use Maximum Length, Minimum Length or Regular Expression Pattern cautiously, as these fields cannot be edited once you have created the field.

System Reserved Fields

The following field names and prefixes are reserved by the system:

• Prefixes: dt_, d_, du_, ja_, jb_, jf_, ji_, jo_, e_, h_, and x_ 
• Names: email, socialsecuritynumber, address

If you still have questions with custom data fields, you can always contact the Click Boarding Client Success Team at [e-mail].