Create/Edit Custom Fields
Go to Settings in the main navigation bar
Select Custom Fields
Click Create/Edit
Complete the custom field form by adding each parameter to the custom field
Name -This is the name visible on the form
Code - A unique identifier simplified for advanced system usage, you can leave the default value
Entity - The type of custom field this will be. This will determine where it appears in Rosterfy
Select Field type - you can find a summary of field types here
Select additional options that you need for the custom field
a. Recommended allowing the field to be used in communications and is
searchable/filterable
Click Save
βExample User Custom Field creation screen
β
βCreate a field visible to admins only
Go to Settings in the main navigation bar
Select Custom Fields
Click Create/Edit
Complete the Custom Field form by adding each parameter to the Custom Field
Name -This is the name visible on the form
Code - A unique identifier simplified for advanced system usage, you can leave the default value
Entity - The type of Custom Field this will be. This will determine where it appears in Rosterfy
Select Field type - you can find a summary of field types here
Select additional options
a. Recommended to allow the field to be used in communications and is
searchable/filterable
Toggle On Can only be view by admins
Toggle On Can only be modified by admins
Click Save
βExample admin only user custom field
Once a custom field has been created you can organize it using the Advanced tab by adding a custom field category.
You can use the below documents to upload options automatically for multiple select type