In the following article we will guide you on how to create custom fields.


The custom field is a segmentation element for courses, employees, and trainings. Unlike custom categories, custom fields do not have predefined options. Instead, they serve as a central element that encompasses options that are not previously defined. See the example image

To access you must follow this path USER>> MY COMPANY>>> GENERAL>>> CUSTOM FIELDS.

Information on courses, employees and trainings may be classified. When you access the CUSTOM FIELDS section, a list with fields already created will be displayed. You may edit, delete or add a new field. (see image).

ADD NEW section 

Context: Select the context in which the custom field will be placed:

  • Courses

  • Employees

  • Training sessions:

Field type: Type of field to complete

  • Text

  • Text box

  • Date

  • Phone


Placeholder: Text displayed on the text box before completing the field. It disappears when you start filling in the field. 

Mandatory: Select whether it is mandatory to fill in the information requested in the field

Display in report views: Select whether to display the field information in the report. 

Validations: In order to minimize errors when the data is entered in a custom field, validation criteria can be added. When you press Add New, validation options will be displayed, among these you will find: 

  • Contains: The field information must contain the established character. 
  • Minimum length: The field information must have a minimum number of characters.
  • Maximum length:  The field information must have a set maximum number of characters.

In order to complete the creation of a new field, you should click on "CREATE AND EDIT."

Remember, if you need assistance or have any questions you can contact us through our chat or email. We are happy to help you!