Add custom fields to an organisation type

If you are using organisation types to classify your organisations, you can set up custom fields for each type to hold specific information about your organisations. Each type can have as many custom fields as required.

To add custom fields to an organisation type, follow these steps:

1. Go to Quick-access menu > Organisations.
2. Click Manage types.
3. Click the name of the type to which you wish to add a custom field (any custom fields already set up will display here).
4. Click the Create a new custom field dropdown field and select the style of custom field you wish to set up:
   • Checkbox
   • Date/time
   • Decimal input
   • File (creates a file upload field)
   • Integer input
   • Location
   • Menu of choices
   • Multi-select
   • Text input
   • Text area
   • URL
5. Give the custom field a full name and a short name (the short name is used for display purposes).
6. Set the other common settings:
   • Is this field required? When set to Yes the field is compulsory.
   • Is this field locked? When set to Yes the field only displays the information set when the field was set up.
   • Should the data be unique? When set to Yes the field only accepts unique values.
   • Hidden on the settings page? When set to Yes the field is not displayed on the competency framework overview page.
7. Complete the specific settings required for the custom field you have selected.
8. Click Save changes.

Next steps

• Edit an organisation type
• Delete an organisation type
• Assign types to an organisation
• Reclassify organisations in bulk