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Enterprise People: Fields

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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. User-added image
 

To Access the Fields Tab:

  1. In Enterprise, click 'People'.
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  2. Click 'Fields'.
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  3. From here you can Rename a Field, Create a Custom Field and Lock a Custom Field.
 

 

To Rename a Field:

  1. Click the Name of a data field.
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  1. Enter your Custom Display Name and click 'Save'.
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  1. The new Custom Display Name will appear, the original name of the field will still be viewable in grey. 
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To Create a Custom Field:

  1. Click 'New Field'.
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  1. Enter a Name for your custom field and select a the data Type which will be stored within the custom field.
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    • 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.

 
  1. 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.
  1. Click 'Lock'.
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  2. Enter a Reason for locking the field and click 'Lock Field'. (Entering a reason is mandatory, to give other Poppulo users visibility.)
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  3. 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'.

 

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