Customizing Fields and Picklists

Objective

After completing this lesson, you will be able to describe the necessary actions to modify or add custom fields and picklists with the MDF position object.

Custom Fields Creation

To create a custom field, navigate to the Action Search and locate Configure Object Definition. Select Object Definition and Position from the Search options. Then, select the Take Action down arrow to select Make Correction.

A screenshot of Configure Object Definition

Once you are in Make Correction mode, the Position Object options are editable or configurable. Scroll to the bottom of the Fields section and click in the text block stating cust_:

Screenshot of the fields section of Configure Object Definition

Begin typing the desired name of the custom field in the text area and click the Details link for additional feature options. At this point, a new pop-up window launches.

Screenshot of the Details popup

Within the Details area, many changes or decisions about the custom field are available. For example, decide the maximum length, data type, visibility, status, or label of the field, if desired, or determine whether the field requires the end user to enter data prior to moving forward. The mandatory details are marked with the red asterisk (*). Click Done and Save when finished.

Screenshot of a notification showing details of an update, such as the time and date

To connect an existing picklist to a custom field, change Data Type to Picklist and add the picklist code to the Valid Values Source.

A screenshot showing Picklist selected as Data Type and EmployeeClass in the Valid Values Source field.

For a new picklist, go to Create New Picklist within the Picklist Center. Fill in the mandatory fields and connect the picklist back to the correct field in the Position Object.

Caution

Always be mindful of the Effective Start Date when creating picklists or other MDF fields. In the initial setup, be sure to use a date before any employees’ original hire date. We recommend 1/1/1900 so that any data captured or imported after this effective start date will display within the system.