Job Custom Fields

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Important

This can only be done by an Admin.

What are Custom Categories and Fields

  • "Custom Categories" are categories that can be added in the "Summary" tab of a job in addition to the default categories, and which can hold "Custom Fields".
  • "Custom Fields" are fields that can be added in the "Summary" tab of a job. They have to be added either to a default or a custom category.

Job Custom Fields 1

Note

Any changes will be applied to all users under your company account.

Creating a Custom Category

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Jobs" category then click on "Customize job fields".

Administration 1.png

Customization.png

Jobs.png

Customize job fields.png

  1. Click on "Add new category".
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  2. Fill out the fields and click "Save".
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Creating a Custom Field

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Jobs" category then click on "Customize job fields".

Administration 1.png

Customization.png

Jobs.png

Customize job fields.png

  1. Open the category under which the custom field will be added. It can be a default or custom category.
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  2. Click on "Add Field".
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  3. Fill out the name of the new field and select the desired type of field. Click "Save".

Info

Learn more about Manatal's type of fields in this article.

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Editing a Custom Category or Field

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Jobs" category then click on "Customize job fields".

Administration 1.png

Customization.png

Jobs.png

Customize job fields.png

  1. Click on the 3-dots next to a custom category or custom field and click on "Edit" from the dropdown menu.
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  2. Edit the fields and click "Save".
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Deleting a Custom Category or Field

Note

Default categories and fields cannot be deleted.

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Jobs" category then click on "Customize job fields".

Administration 1.png

Customization.png

Jobs.png

Customize job fields.png

  1. Click on the 3-dots next to a custom category or custom field and click on "Delete" from the dropdown menu.
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  2. Confirm the deletion by clicking on "Delete".
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Re-ordering Categories and Fields

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Jobs" category then click on "Customize job fields".

Administration 1.png

Customization.png

Jobs.png

Customize job fields.png

  1. Click to drag and drop to re-order fields.
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Displaying/hiding Categories and Fields

  1. Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Customization" category and then the "Jobs" category then click on "Customize job fields".

Administration 1.png

Customization.png

Jobs.png

Customize job fields.png

  1. Click on the 3-dots next to a category or field and select hide/show from the dropdown menu.
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