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Managing Custom Fields

Updated today

Create/Edit Custom Fields

  1. Go to Settings in the main navigation bar

  2. Select Custom Fields

  3. Click Create/Edit

  4. 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

  5. Click Save

Create Custom Field


​Example User Custom Field creation screen
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Create a field visible to admins only

  1. Go to Settings in the main navigation bar

  2. Select Custom Fields

  3. Click Create/Edit

  4. 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

  5. Toggle On Can only be view by admins

  6. Toggle On Can only be modified by admins

  7. Click Save

Advanced Custom Fields Options Admin


​Example 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

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