Create custom fields

  • Updated

If you are currently using labels, we recommend that you begin using User Custom Fields. We designed this functionality to replace Labels, and will begin phasing Labels out of the platform in 2022.

Custom fields are the association of a title and a value.

For example:

  • House: Hufflepuff;
  • House: Ravenclaw.

House is the title of the custom field; it is identical for all users. Hufflepuff and Ravenclaw are values of the custom field; each user may have a different value.

Administrators can create custom fields to add information that is specific to their organization, on user profiles.

Authors, Coaches, and Administrators can then use custom fields to filter users, or filter the exports with granularity by OPCO logs, global statistics, sessions, or courses.

Create a new type of custom field

  1. On the homepage, in the left sidebar, click on the platform group
  2. On the top right, click ...>Settings
  3. In the left sidebar, click Keywords>User Custom Fields
  4. On the top right, click +
  5. Enter the title of the custom field
  6. On the bottom right, click SAVE

Once the custom field is created, you can add a value in the users’ profile.

Add a value to a custom field in a user profile

  1. On the bottom right, click +>USER
  2. In the left sidebar, click Active members
  3. Click on a user
  4. At the top right of the Custom Fields section, click +
  5. Select the custom field
  6. On the bottom right, click SAVE
  7. In the column Value, enter a value
  8. Click outside the field

Filter users by custom field

  1. On the top right of any user list (for example: Dashboard>USERS), click Filter
  2. Below Custom Fields, click +
  3. Select custom fields
  4. On the bottom right, click CONFIRM
  5. On the right of the custom field title, click Filter
  6. Select the values
  7. On the bottom right, click CONFIRM

The table now displays one additional column per custom field, whose header corresponds to the title of the custom field.

Check out our blog for more L&D resources.