How do I utilize my Custom Fields?

Document created by 850073 Support on Mar 7, 2014Last modified by 850073 Support on Jan 24, 2017
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Article Summary

The Custom Fields are used for reporting. However they can also be used for enrolling users into training items (ex. courses, events, curricula, etc.). The primary purpose in using report filters is to allow you to group users and run reports on just that group of users (a specific department or program, job type, geographic location, etc).

The site already contains multiple report filters defined as Department, Job Title and User Location that you can use for reporting and enrollment. If you need more than these report filters, you can set up and use the Custom Fields.

Article Detail

In order to utilize the Custom fields, the specific custom fields should be renamed via Settings>Customize Languages before adding values. Use the search feature to find all the instances of the Custom Fields labels in your site. Edit each value according to your desired name for each field.

User-added image

Now, instead of seeing Custom Field 1 as a filter or on a user's profile, you will see the new name. These filters can be treated the same as the standard Relias Filters.

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