Fields

7. In the Options group box, you have a possibility to define the following settings:

1. Visible to user. It allows making the custom field visible for a user on the account page of Ludi Cloud. If you select the Visible to user checkbox, the User can edit this field checkbox becomes available. Select the checkbox, so a user can edit the field in their account of Ludi Cloud.
2. Available as filter. It allows making the custom field available as a filter in the selected areas of smartPeople.

If you select the Available as filter checkbox, the following checkboxes become available:

1. • Job candidate search. Select the checkbox to display the filter on the Jobs tab of the Posts page in smartPeople.
   • Task candidate search. Select the checkbox to display the filter on the Tasks tab of the Posts page in smartPeople.
   • Talents. Select the checkbox to display the filter in the Talents area of smartPeople.
   • Analytics. Select the checkbox to display the filter in the Analytics area of smartPeople.

You can also grant permissions either to team leaders of a definite team or to roles who can access the filter in each of these areas. To this end, follow the steps listed below:

1. Under Options in the Add custom field pane, click the pencil icon next to the area for which you want to edit access permissions.
2. In the Access group pane that appears, select to whom you want to grant permissions: Roles or Team leaders.
   For the Team leaders option selected in the Access group drop-down box, define one or several teams by selecting corresponding checkboxes.
   Once you select Roles in the Access group drop-down box, define then one or several roles by selecting corresponding checkboxes.

   Only for the Analytics area, you can select either team leaders or roles to grant access permissions to. For the rest of areas, you can select only roles. 

3. Once you are done, click Save.

If you have specified the field type as a list, you need to add the list entries. To this end, continue by proceeding through the following steps:

8. Under Entries, click the plus icon.

9. Type an entry name in the field that appears. Once you are done, click the confirm icon. Define entry name for each available language.

The None value is available in the list by default. You can delete it, if needed. However, we recommend to keep it. Delete this entry only in very specific cases.

In addition, you can add keywords for each entry. To this end, click the button, and then enter keywords in the pane that opens. After entering each keyword, press ENTER. To go back to the Entries section, click the back arrow.

To edit an entry, point the entry record, click the pencil icon, edit the entry name, and then click the confirm icon.

To change the order of existing entries, first, click the three dots button at the top right of the Entries section, then click Drag-n-drop mode, and then drag an entry record to the position you need.

To select multiple entry records at a time, click the three dots button at the top right of the Entries section, and then click Bulk select mode.

You can switch between the drag-n-drop and bulk select modes by clicking the three dots button at the top right of the Entries section. Only one mode can be activated at a time.

Add custom field: Job and task posts

Use the Job posts and Task posts tabs on the Fields page of the Setup menu to add custom fields to the job and task posting forms of the smartPeople platform respectively. You can also define filters for corresponding areas of smartPeople.

The process of adding and managing fields for the job and task posts is the same, so let’s consider it on the Job posts example.

To add a field for the job posting target, follow the steps listed below:

1. On the Fields page, switch to the Job posts tab, and then click + Add field.

2. In the Add custom field pane that appears, you can see that the Job posts value is pre-selected in the Target box.

3. From the Language drop-down list, select the language in which you want to add a custom field.

4. In the Name text box, type a field name in the language you have selected.

If you do not define a field name for each available language, the field name is then displayed in English for the missing language in smartPeople.

5. From the Type drop-down list, select a type of the custom field you are currently adding. Depending on the type you select, the custom field gets a corresponding look. For example, if it is List: Single-select, the custom field is shown then as radio buttons or as a drop-down list with a possibility to select a single option to complete the field.

6. In the Options group box, you have a possibility to define the following settings:

• Mandatory. It allows making the custom field mandatory for filling it out while creating a job post in smartPeople.
• Available as a filter and visible for users. It allows making the custom field available as a filter in the selected areas of smartPeople.

If you select the Available as a filter and visible for users checkbox, the following checkboxes become available:

• Browse. Select the checkbox to display the filter in the Browse area of smartPeople.
• Job posts or Task posts. Select the checkbox to display the filter on the Jobs tab of the Posts page in smartPeople.

You can also grant permissions to roles that can access the filter in each of these areas. To this end, follow the steps listed below:

1. Under Options in the Add custom field pane, click the pencil icon next to the area for which you want to edit access permissions.
2. In the Access group pane that appears, select Roles in the Access group drop-down box, and then define one or several roles by selecting corresponding checkboxes.
3. Once you are done, click Save.