Introduction
Custom additional fields can be defined for Matches, Candidates, Vacancies, Contacts, Clients, Publications, Placements, and Users. These attributes will appear under the "Additional information" heading on the relevant detail page.
How to Create Additional Fields
Attributes are defined in the tables as Attribute [file name], for example, "Attribute Candidate."
A type must be specified for each attribute:
Text: A single-line text field
Text multiline: A multi-line text field
Integer: A whole number without decimals
Number: A number with two decimals
Date: A date field
Checkbox: A single check box
List: A pop-up menu, single selection
Checkbox list: A group of checkboxes, multiple selection
Radio button list: A group of radio buttons, single selection
List active users: Displays a list of users set to "active" in the system
List active job areas: Displays a list of active professional fields
The list types required for the List, Checkbox list, and Radio button list variants are defined in the tables named "Attribute list type" and "Attribute list item." You select these under "List type," which is only applicable in combination with the three list options mentioned above.
For the Attribute Candidate, you can specify which tab it should appear on: Basic or Admin. For the Attribute User, you can specify whether the attribute should appear on the "My Profile" page (via the "Visible on page" checkbox). If left unchecked, the attribute is only shown on the User page to users with the appropriate access rights.
Each attribute can be assigned a Label. This label is used to group attributes recognizably on the detail page. The numbering order of the items is important, as it takes priority when distributing attributes under labels. Example: If you have 5 attributes and want to label the first 2 as 'Group 1' and the remaining 3 as 'Group 2', add 'Group 1' to the first two tables and 'Group 2' to the others. Then, ensure the sequence (numbering) of those tables is ascending so they are displayed under the correct Group.
Attribute List Type
Define your standard lists here. It is crucial to always provide a Code. This allows you to reference the list regardless of the system language (in multi-language Carerix systems). Note: The list will not function without a Code.
Attribute List Item
Items for the list(s) are defined here, similar to other tables. The list type must be specified under "List type." If the list type is not specified, the item will not be displayed. Important: All items must be assigned the same Code as the linked list type; otherwise, searching within these fields will not work.
Example
Suppose you want to create a "Coffee preferences" list for a Candidate that appears on the Basic tab as a pop-up menu called "Coffee list" with values like "Espresso," "Cappuccino," and "Latte."
Add an Attribute list type named "Coffee list" with Code = "Coffee".
Add three Attribute list items named "Espresso," "Cappuccino," and "Latte," all assigned to the "Coffee list" List type.
Add an Attribute Candidate named "Coffee preferences," set to type "List," with List type "Coffee list," visible on the "Basic" tab.
If required in CxScript: the nodeType for this list is
AttributeListType:Coffee.
Behavior of Dropdown Lists with more than 100 items
To ensure application speed and a smooth user experience, large selection lists behave differently than usual. When a list (such as an attribute list) contains more than 100 items, the field functionality changes:
Search instead of scroll: The list no longer automatically displays all options. You find the correct value by typing in the field.
Results display: Once you have typed two characters, Carerix will show the first 10 results that match your search.
Refinement: If your desired option is not yet shown, continue typing to narrow down the results. Carerix will refresh the list automatically.
💡Note: If the option is still not displayed after typing the full name, the value does not exist in the list.
Use in CxScript
To use list attributes in CxScript, these lists are dynamically added to the "DataNodeCache." The node type for these dataNode lists is AttributeListType:[attribute list type code]. For example, if a list was created with Code "List1", the nodeType is AttributeListType:List1. Lists can also be called directly from the database using a qualifier such as listType = 'List1'.
To prevent technical issues, never change the type of an existing attribute once it has been used. If you need to change a type, deactivate the old attribute and create a new one.
Searching Custom Fields
Searching within custom fields is possible but must first be activated by our Helpdesk. Once activated, you can mark specific fields as searchable yourself:
Go to Maintenance – Tables.
Search for Table – is equal to – [desired table].
Open the attribute item.
Check the box: Searchable.
Save.
Refresh the page (Ctrl + F5) or log in again.
These marked fields will appear as search options in the search functionality starting the following day.
Errors during search: As with the setup, missing a Code in the searchable tables can result in an error message during the search process.
Custom Fields in the Preview Screen
You can also display additional fields in the preview screen on the right side of a record overview. To enable this, check the "Visible in preview" option in the tables. Log out and log back in to apply the changes.
Custom Fields in Reports
The standard Excel export templates for each record overview (found in the Library) have already been updated to include these fields. To view information from your new custom fields, use the relevant export template. Ensure you refresh the template from the Document Template Library to use the latest version.