Poppulo provides a range of default Fields for use in all accounts, by all users. You can rename Fields to suit your organisation's needs by applying a Custom Display Name. Some organisations need to store employee information that is not catered for by the default fields. When this happens, as with a standard Poppulo Account you can Create Custom Data Fields.
Note: Some fields can autocomplete, meaning that field values imported will appear in a selector throughout the system rather than the user having to type a text value. Fields that behave like this are marked with a star.
To Access the Fields Tab:
In Enterprise, click 'People'.
- From here you can Rename a Field, Create a Custom Field and Lock a Custom Field.
To Rename a Field:
- Click the Name of a data field.
- Enter your Custom Display Name and click 'Save'.
- The new Custom Display Name will appear, the original name of the field will still be viewable in grey.
To Create a Custom Field:
- Click 'New Field'.
Enter a Name for your custom field and select a the data Type which will be stored within the custom field.
Text holds both words and numbers.
Number holds only numerical values.
Date holds date format(ddmmyy, dd/mm/yy, dd/mm/yyy)
Yes/No hold either yes or no.
Selector creates a drop-down list of options specified by you.
Click 'Save'. Your new Custom Field will appear under Custom Fields.
To Delete or Lock a Custom Field:
Custom fields are not editable within Poppulo. Once you've finished using a custom field, there is no option to delete it, instead you will lock it.
Enter a Reason for locking the field and click 'Lock Field'. (Entering a reason is mandatory, to give other Poppulo users visibility.)
The locked Data Field will no longer appear as an option to populate during a data import.
Note: The process is the same to Unlock'a data field. The 'Lock' button will appear as 'Unlock'.