Managing Custom Fields

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

Example User Custom Field creation screen 

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

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