Set up Custom Job Details (Table Editor)

This section allows you to add additional job details outside of the Job Details section. Simply update the table with your additional details and add them to new jobs or existing jobs as needed. Examples of job details are Background Check Needed, Bonus, Degree Required, Etc. Job Details allow for the following values: Numeric, Minimum/Maximum, Text or a Checkbox.

Note: When custom job details are created in the Table Editor there is a location to create a merge field to be used with Adobe Sign.

Create and edit custom job details which will be assigned to jobs.

 

Create new Custom Job Details

This is listed on the Job Record > Custom Job Details widget > Custom Job Details field.

  1. Click on Account & Settings
  2. Click on Table Editor

    Account Settings - Table Editor.gif

  3. Click on Custom Job Details tile
  4. Add a name to the New Item field
  5. Select the Item Type from the drop down
    1. The Merge Field is used for Adobe Sign documents
  6. Click on the Add button
  7. Click on the Close button

Custom Job Details - Add New - Save.gif

 

Example of new Custom Job Detail

This is listed on the Job Record > Custom Job Details widget > Custom Job Details field.

When creating a new Job, the new option will be available in the Custom Job Details field.

  1. Create a new Job
  2. Fill out the required information
  3. Go to the Job Details section
  4. Select an option from the Custom Job Details field.
  5. Select an option
  6. Click on the Plus icon (+)

Job - Create New - Custom Job Detail field.gif

 

 

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