Custom Fields

Custom fields are properties attached to responses that help you categorize and analyze data. You can use them as filters in dashboards for more precise insights.

They are usually populated automatically when:

Invitations are triggered via workflows in your ATS integration
Invitations are sent manually via a CSV file containing these fields

You may also manage them manually to:

Rename, merge, or delete fields or values
Clean up or standardize properties after receiving responses

Manage custom fields under Survey Settings → Custom Fields.

Only users with the Can manage custom fields permission (under Colleagues) can create, edit, or delete fields.📘 Learn about user access rights → or contact support via chat for guidance if needed.

Creating New Custom Fields

Create all necessary custom fields before setting up workflows to ensure they appear in dropdown menus. Examples: Department, Recruiter, Hiring Manager.

💡 Tip: Standard fields in Starred workflow templates (like Recruiter or Hiring Manager) already exist. Avoid creating duplicates.

To create a new field:

Go to Survey Settings → Custom Fields
Click Create new custom field
Enter a name and select a field type:
- Standard - general-purpose fields
- Recommended - predefined fields used for dashboards (one custom field per recommended field)
- Shielded - sensitive data (e.g., Candidate ID); hidden from exports and filters but visible in individual responses
Click Save changes

Managing Existing Custom Fields

You can edit, rename, merge, or delete fields:

Edit - change field type or add new values (e.g., add Sales, Marketing to Department)
Rename - adjust spelling
Merge - combine duplicate fields (irreversible)
Delete - remove a field completely (irreversible)

❗ Merging or deleting custom fields is permanent and affects all linked responses

Managing Custom Field Values

Each field can have multiple values (e.g., Department: Sales, Marketing, Support). You can:

Create new values
Rename values
Merge duplicate values (irreversible)
Delete unnecessary values (irreversible)

❗ Merging or deleting values is permanent and affects all linked responses

Example Scenarios

Two recruiter fields (Recruiter vs RecruiterName) → Merge them
Name discrepancies (Anna Sofia vs Anna S.) → Merge values
Track a new property like Department → Create a new field (standard or recommended)
Store confidential data (Candidate ID) → Create a shielded field

✅Summary

Category	Details
Field Types	Standard: general-purpose; Recommended: predefined Starred fields; Shielded: sensitive data hidden from exports/filters
Key Actions	Create fields Manage existing fields Add field values
When to manage fields	Correct names, merge duplicates, remove outdated fields/values
Permissions required	Can manage custom fields (Colleagues permissions)
Irreversible actions	Merging or deleting fields/values