Create and Manage Custom Fields

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Create and manage custom fields

Create and manage custom fields

Custom Fields enable you to retrieve data on specific aspects of your business using the various information Bilfo stores and aggregates from the other software programs with which it interacts. Creating a Custom Field means specifying what information you want Bilflo to find and telling Bilflo in which contexts you want to access it.

  • In main navigation, click on Settings > Custom Fields.
  • In the Custom Fields section, Bilflo has two default custom fields, Sales Rep and Recruiter.
  • To create a new custom field, click +Add Custom Field button.
  • Check the box for one of three field types to populate the Custom Field value: 
    • Team Members
      • Choosing this option creates a drop-down list of Team Members.
    • Custom List
      • Choosing this option allows you to create your own list of items. 
      • Click the +Add button to add your preference which will appear for this custom field. 
      • Choose to sort either Alphabetically or Manually. Sorting manually allows you to reorder items by clicking the up or down arrows that will appear.
    • Free Form
      • Choosing this option allows you to enter in a freeform value. 
      • A checklist will appear for this custom field allowing you to determine what kind of data is expected to appear in the free form field. Choose from Date, Number, Textbox, Phone Number, or Email

*Note: For all 3 Customer Fields, you have the option to choose which predetermined filter you want to use and whether it is required or not to filter the results.

How to create a Custom Field: 

Suppose that you want Bilflo to track from which job board sites your candidates are coming for every contract job and direct hire start. To do this, you need to create a Custom Field for Candidate Source.

  • In main navigation, click on Settings > Custom Fields.
  • Choose Custom List under Field Type, and put the name of your list in the Custom Field Name box, in this example, we place Candidate Source.
  • As shown above, you can click the +Add button to add your items to the list.
  • A new window will pop up wherein you can put the name of your items, in this example we added the following: CareerBuilder, Monster, Zoom Info and Zip Recruiter, once you have added them individually and click the Save button.
  • Under the Custom Field Locations section, check the boxes for Contract Job, Direct Hire Start, and Contractor Profile to enable this Custom Field list to be used in those places.
    • Also check the Required box for each location you checked.
  • Click the Save button.
  • At the top, beneath Custom Field, the breadcrumb will now read as:
  • Back in the Custom Fields page, the Candidate Source is now listed as a Custom Field, with the type shown as a Custom List,  and the locations where it is being used are shown.
  • To edit the Custom Field, click on the name (e.g., Candidate Source) to return to the Custom Field page. 
    • Check or uncheck Custom Field Location boxes as needed.
    • Check a different Sort By option to change how the Custom List is ordered.
    • To deactivate and remove a list item, click on the Custom List item and uncheck the Active box on the pop up window.
    • To delete an item, click on the Custom List item to be deleted and click Delete or Reassign and click Delete and make all instances black on the pop up window.
    • To merge your list to another list, click on the Custom List item to be merged and click Delete or Reassign and click on Delete and reassign instance to another list item, choose which list you want it to be merged to on the dropdown menu and click Reassign.

*Note: The Custom list item that was merged into another will no longer show in the Custom List, but all of its records have been reassigned to the list you chose to retain. 

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