How to Add a new Data Field?
Step – 1: Enter Basic Field Info
|
Field Name |
Example |
Description |
|
Field Page(s) |
Employee details |
Link the data field to any field pages from the drop-down |
|
Field Categories |
Employee Contact Details |
Link the data field to any field category from the drop-down |
|
Groups |
Address Details |
Select the group from the drop-down (Refer below for more about Groups) |
|
Employee Data Field Title |
|
Enter the title of the Data Field |
|
Employee Data Field Code |
|
Enter a unique code for this particular Data Field |
|
Display Order |
Display Order |
Display Order |
|
Profile View |
On/Off |
If OFF, the data field is not displayed in the profile section of the employee Login and Vice -Versa |
|
Mobile View |
On/Off |
If OFF, the data field is not displayed in the profile section of employee login in the mobile App and Vice -Versa |
|
Employee Data Field Type |
|
From the drop-down, select the type of data field (refer below for more) |
Step – 2: Rules
Select the modules to which this data field needs to be linked. For example, to make a data field appear in the profile section of an employee. Select ‘Common module’ and select the rules from the drop-down.
· Mandatory: Data field is mandatory and needs to be displayed
· Allow Bulk Upload: Allow the employee’s data related to this field to be uploaded in bulk.
· Mandatory Bulk Upload: To make the employee’s data related to this field to be uploaded as bulk mandatory.
· Masking: Hides the data related to this field from being seen
· Approval with RC chain:
Please note that based on ‘Employee Data Field Type,’ the rules vary; if the Employee Data Field Type is Group, we do not find the Rules beside the module option.
Step – 3: Specifications
Select the entity’s country from the drop-down and select the entity. Create an alias name if needed and select the approval chain (optional).
We can also add privileges to different roles so that they can view, add, edit or delete the data in the data fields. But to avoid unnecessary changes in the data, the approval chain is required.
(Please refer to the Approval Flow section to learn more about approval chains.)
Finally, click on Submit to add a new data field.
Adding a Group:
The group is created similarly to data fields except in the Employee Data Field Type; we select Group.
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