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User profile custom fields

User profile custom fields

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About custom fields

When users edit profiles, there are default tabs with fields for them to fill in, such as contact information, or who their manager is. Administrators can add custom tabs and fields to show additional information. To add a new tab, you add a custom profile group. Once the custom profile group is created, you can create multiple custom fields under it. Information entered in these fields will show up on users' profile pages, and can be configured to show on the employee directory.

Custom field content is added to the search index, so any values populated will be searchable to help find specific users. The tag type of custom field also allows for filtering of users into any desired set of criterion by using tag facets for search.

There are 7 types of custom fields that can be added:
  1. Text: a single line of text
  2. Text Area: a multi-line text area
  3. Rich Text Editor: a multi-line text area with the full editor in place for formatting
  4. Dropdown List: a customizable dropdown list for user selection
  5. Tags: a tag area that allows multiple additional terms to be added. These tags can be used to filter and find ThoughtFarmer users. This custom field type is used as part of the Expertise locator feature of ThoughtFarmer.
  6. Text (Private): this is the same as a text field, except it cannot be seen by any other users except the profile owner. These fields are intended for use in custom TIK portlets.
  7. Password (Private): this is the same as a private text field, except the characters are masked in the input field, and the value is stored in the database using encryption. These fields are intended for use in custom TIK portlets.
In addition, any custom fields (with the exception of tags) can be mapped with any field in a user's Active Directory account.
 

Note: Custom Profile field info is not displayed on the Employee Directory by default. To configure this please see Employee directory listing format.

 

Configure custom fields

Custom field groups must be created before you can add custom fields to them. On profile pages, custom field contents are displayed in sections corresponding to the custom field groupings. When editing a profile, each custom field group shows as a separate tab.

Add a custom field group

  1. Go to the Administration panelContent section > User profile custom fields page.
  2. Enter the name for the group you wish to add in the Label column.
    6.7Admin8864AddCustomFieldGroup2.png
  3. (optional) Add a description that appears at the top of the page when this custom field group tab is selected.
    6.7Admin8864AddCustomFieldGroup3.png
  4. Click Add.
  5. If you have multiple languages enabled then also click Edit languages, add the appropriate translated values, and click Save.
    6.7Admin8813AddCustomFieldGroup5.png

Add a custom field

  1. Go to the Administration panelContent section > User profile custom fields page.
  2. Click the gear icon in the Action column beside the custom field group you wish to add to, and click Fields in the menu that appears.
  3. Enter the Label for the custom field as you want it to appear to users.
    6.7Admin8813AddCustomField3.png
  4. Select the Type of custom field you wish to add from the dropdown.
    6.7Admin8813AddCustomField4.png
  5. Click Add in the Action column.
  6. If you have multiple languages enabled then also click Edit languages above the table, add the appropriate translated values, and click Save.
    6.7Admin8813AddCustomField6.png
A template Id will be generated for you when you add a custom field. This is the value that you can use to identify this field for customizing the Employee directory template.

Additional Actions:

  • Change the order of custom fields: Hover your cursor over the drag handle icon to the far right of the custom field you want to move. Your cursor will change to a crosshair, and you can then click and drag-and-drop to change the order in which the fields will display.
  • Change the label or type for a custom field: Click the gear icon in the Action column, and select Edit from the menu that appears. Enter the new value and click Save in the Action column. If you have multiple languages enabled be sure to update the values accordingly by clicking Edit languages.
  • Modify the properties for a custom field: Each custom field type has unique properties that can be customized to suit your needs. Please see the next section for details.
 

Custom field properties

Each custom field that you add to ThoughtFarmer user profiles can be customized further depending on the type. All custom fields, except for Tags, Rich Text Editor, and Dropdown list have an additional option Allow this field to be edited. By unchecking the box for this option, users can be prevented from making changes to fields that are mapped to Active Directory (where AD as the data owner), or populated by some other method.

Configure custom field properties

  1. Go to the Administration panelContent section > User profile custom fields page.
  2. Find the custom field group for the field, click the gear icon in the Action column, and select Fields from the menu that appears.
  3. Find the custom field you wish to customize, click the gear icon in the Action column, and select Properties from the menu that appears.
  4. Modify the properties (described below) to suit your needs and click Save.

Text

  • Maximum Field Length: Number of characters stored in the field.
  • Size: How wide to display the text field when the user edits their profile.

Text Area

  • Rows: Number of lines to show in the text box.
  • Columns: Character width of the text box.

Rich Text Editor

  • Width: Width of the editor in pixels.
  • Height: Height of the editor in pixels.

Dropdown List

The dropdown properties page allows you to add the values and display text that appear in the dropdown for users.
  • Value: The value of the dropdown item. This value is used for matching when synced with Active Directory.
  • Display text: The display text that is presented to users for that dropdown value.

Tag

Every custom field that is a tag is essentially its own tag bundle. By editing the properties for one of these custom fields you can add a list of tags that will be available for users to select. With free tagging enabled users can also add tags to these custom fields on the fly. Please see Tags and the expertise locator for more information.

Text (Private)

  • Maximum Field Length: Number of characters stored in the field.
  • Size: How wide to display the text field when the user edits their profile.

Password (Private)

  • Maximum Field Length: Number of characters stored in the field.
  • Size: How wide to display the text field when the user edits their profile.

Mapping Custom Fields with Active Directory

Any custom field can be mapped to any attribute within a user's Active Directory account. To allow this, Active Directory integration needs to be configured and enabled. Custom field mapping is then accomplished the same way as regular profile field mapping. Documentation for that can be found on the Active Directory Field Mappings (7.1.1) or Active Directory Field Mappings (7.1.0) page.