BOLD Custom Fields (Extras)

Custom Fields are available to Back Office Integrated customers and bring essential business information directly into BOLD, eliminating the need to switch between systems to access critical data. This article explains how to view, configure, and manage Custom Fields across Talent, Company, Job, and Placement records, along with the required Back Office setup steps.

Key Takeaways:

• Access business-critical data in BOLD without switching to Back Office
• Configure Custom Fields in Back Office that become available based on office-specific needs
• Track billing codes, compliance certifications, and specialized qualifications directly in your workflow
• Maintain complete audit trails of all Custom Field changes

Available for: Talent, Companies, Company Offices, Jobs, and Placements

Note: The Custom Fields tab replaces the Tags tab in Talent and Company Profiles for Back Office Integrated customers. Customers who are not Back Office Integrated will continue to see the Tags tab and its existing functionality.

On This Page
→ When to Use Custom Fields	→ Accessing Custom Fields
→ Creating Custom Fields in Back Office	→ Talent Profile Custom Fields
→ Company Profile Custom Fields	→ Company Edit Office Custom Fields
→ Job Details Custom Fields	→ Placement - Hired Details Custom Fields
→ Working with Custom Fields	→ Custom Fields Talent Search
→ Audit Trail	→ Related Back Office Extra Articles

When to Use Custom Fields

Custom Fields are essential when your agency tracks business-critical information that drives reporting, billing processes, and operational decisions. This feature streamlines your workflow by bringing data that previously required Back Office access directly into BOLD.

Choose Custom Fields when you need to:

• Track client-specific requirements like billing codes, approval workflows, or compliance certifications that affect placements
• Segment talent by specialized qualifications, certifications, or attributes that clients frequently request
• Monitor placement details that directly affect payroll processing or invoicing accuracy

Custom Fields are configured to match your specific office workflows. This means you only track what matters to your business operations, keeping your interface focused on the information your team actually uses.

Before You Begin

Configuration Requirements:

• Creating new Custom Fields options must be done in Back Office Admin Tools. Custom Fields are created as Config Choice records with specific properties that determine their display and behavior in BOLD.
  • Back Office Extra Articles
• Available Custom Fields options are based on the entity record's home office and the Custom Fields enabled for that office in Back Office
• Value format displays are based on the Config Choice Property setting configured in Back Office

Accessing Custom Fields

Custom Fields (Extras in Back Office) are accessible within the Talent/Company Profile or Job Details page in BOLD. The location varies by area type:

Area	Navigation Path
Talent	Talent Profile → Custom Fields tab
Company	Company Profile → Custom Fields tab
Company Office	Company Contacts → Edit Office → Custom Fields section
Job	Job Details Page → Custom Fields section
Placement	Hired Details → Custom Fields section

Creating Custom Fields in Back Office

Before Custom Fields can be used in BOLD, they must first be created and configured in Back Office Admin Tools. Each Custom Field is created as a Config Choice record, which includes properties that control how the field appears in BOLD (dropdown, text box, date picker, etc.) and which offices have access to it.

Note: There are no standard/default Custom Fields automatically available in BOLD -- all Custom Fields must be created in Back Office first. Custom Fields configured in Back Office will become available in BOLD for users whose home office has access to those fields.

Click to expand: Back Office Custom Field Setup Instructions

Creating Employee Extra (Talent Custom Fields)

To create a new Talent Custom Field in Back Office:

1. Click on the Admin Tools button

   

2. Click on Config Choice

   

3. Click the Add New button

   
4. Fill out the fields for adding a new Field:
   • Category Type: EmployeeExtra
   • Choice Code: Type the new Extra field name
   • Description: Type a brief description of the field

   • Select (Locations): Select the Branches/Locations that should have access to this

     
5. Click the Save button
6. It is recommended to restart the application to see the changes

Creating Customer Order Extra (Company, Job, and Placement Custom Fields)

To create a new Company/Job/Placement Custom Field in Back Office:

1. Click on the Admin Tools button
2. Click on Config Choice
3. Click the Add New button
4. Fill out the fields for adding a new Field:
   • Category Type: CustomerOrderExtra
   • Choice Code: Type the new Extra field name
   • Description: Type a brief description of the field

   • Select (Locations): Select the Branches/Locations that should have access to this

     
5. Click Save
6. It is recommended to restart the application to see the changes

Add Options to Custom Field Drop Downs

After creating a Custom Field, you can configure dropdown options and specify which categories the field should appear in. The Config Choice Property settings control how fields display in BOLD -- as dropdowns, text boxes, date pickers, checkboxes, or other input types. This configuration process is the same for both Employee Extra and Customer Order Extra fields.

1. Click on the Admin Tools button
2. Click on Config Choice

3. Click on the ChoiceProperty tab

   

4. Type (or select): EmployeeExtra or CustomerOrderExtra

   

5. Choose an option in the ChoiceCode column

   
6. Determine if you want the new field to be available to specific, or all, Branches:
   • To apply to all Branches:
     1. Click Apply changes to all Branches

     2. Click Go

        
   • To apply to specific Branches:
     1. Select a Branch from the Select Branch dropdown menu

     2. Select a Branch from the Branch column in the results

        
7. Scroll to the right to see the ValueList and ValueType fields. The ValueType determines how the field appears in BOLD (dropdown, text box, date picker, etc.), while the ValueList contains the available options for dropdown fields.

   • Hover over the ValueList to see all the options

     
8. Click into the record you want to edit:
   • To add a new value:
     1. Go to the end of the list of values
     2. Type the new option
        • Must have a comma before each option
        • Do not include spaces after the comma

        • Example: ,Park Bench

          
     3. Click on another field -- a prompt will appear asking if you want to apply the change to all Branches
        • Yes = All Branches

        • No = Only the Branch you made the change on

          
   • To remove an option:
     1. Click on the values in the ValueList
     2. Remove the options you don't want
        • Make sure there are no spaces after commas
        • Verify there isn't a comma at the end of the options
     3. Click on another field -- a prompt will appear asking if you want to apply the change to all Branches
        • Yes = All Branches

        • No = Only the Branch you made the change on

          
9. Once done, restart the application

For detailed instructions on Back Office Config Choice configuration, see:

• Admin Tools: Config Choice Index
• Employee Extra
• Customer Order Extra

Talent Profile Custom Fields

Access Custom Fields in the Talent Profile to manage additional information specific to individual talent records.

Note: The Custom Fields tab replaces the Tags tab in Talent Profile for Back Office Integrated customers. Customers who are not Back Office Integrated will continue to see the Tags tab and its existing functionality.

To access:

1. Navigate to Talent Profile
2. Locate the Custom Fields tab
3. View all configured Custom Fields and their current values
4. Click the Add button to add a new Custom Field to the record

Company Profile Custom Fields

Manage company-specific Custom Fields that capture important business information about client organizations.

Note: The Custom Fields tab replaces the Tags tab in Company Profile.

To access:

1. Navigate to Company Profile
2. Locate the Custom Fields tab
3. View all configured Custom Fields and their current values
4. Click the Add button to add a new Custom Field to the record

Company Edit Office Custom Fields

Manage office-level Custom Fields for specific company departments.

To access:

1. Navigate to Company → Contacts tab → Edit Office
2. Locate the Custom Fields section
3. Toggle On the Custom Fields
4. View all configured Custom Fields and their current values
5. Click the Add button to add a new Custom Field to the record

Job Details Custom Fields

Capture job-specific information using Custom Fields on job records.

To access:

1. Navigate to Job Details Page
2. Locate the Custom Fields widget
3. View all configured Custom Fields and their current values
4. Click the Add button to add a new Custom Field to the record

Note: If the Custom Fields widget is not visible, click Add Widget on the Job Details Page, select Details, then add the Custom Fields Widget.

Placement - Hired Details Custom Fields

Manage placement-specific Extras that track important hire and assignment details.

To access:

1. Navigate to Hired Details (Placement record)
2. Click the Pencil Icon to edit the record
3. Locate the Custom Fields section
4. Toggle On the Custom Fields
5. View all configured Custom Fields and their current values
6. Click the Add button to add a new Custom Field to the record

Working with Custom Fields

View Custom Fields

All Custom Fields configured in Back Office for an entity are displayed in the Custom Fields section of the relevant record. Only Custom Fields enabled for the entity record's home office will be available.

Value Display:

• Value format is based on the Config Choice Property settings in Back Office. The system respects the Property Name, ValueType, ValueList, and ValueListTable properties.
• The UI displays the value from the ConfigChoiceProperty "Category" in the "Property/Group" column
• Display is read-only until you initiate an edit

ValueType Property Options:

The ValueType setting in Back Office determines how each Custom Field appears and behaves in BOLD:

• Date -- Displays value field as a date picker
• Checkbox -- Displays value field as a checkbox
• PhoneMask -- Displays value field as a phone number
• Currency -- Displays value field as currency
• Text -- Displays value field as a free text field
• Multilist -- Displays value field as a multi-select dropdown (populated from the ValueList property)
• ValueList -- Displays value field as a single select dropdown (populated from the ValueList property)
• ValueListTable -- Displays value field as a single select dropdown (populated from the ValueListTable property)

Reference Documentation:

• Employee Extra - Config Choice Index

Configure a New Custom Field

Add an existing Custom Field to capture additional information on entity records.

Steps:

1. Navigate to the entity record (Talent, Company, Company Office, Job, or Placement)
2. Locate the Custom Fields section
3. Select a Custom Field from the Field dropdown
   1. Available options are based on the entity record's home office

   2. Options must be enabled in Back Office for the office

      

4. Enter or select the value based on the field type

   

5. Click the + Add button

   
6. The Custom Field will be added and the value from the ConfigChoiceProperty "Category" will display in the "Property/Group" column

Custom Field Configuration by Entity:

The available Custom Field options for each entity are determined by the entity record's home office configuration in Back Office.

• Talent: Custom field options available to add to a Talent record are the Back Office Config Choices where the Category is EmployeeExtra

  

• Company, Company Office, Job, and Placement: Custom field options available to add are the Back Office Config Choices where the Category is CustomerOrderExtra. These options are further segmented using the ConfigChoiceCategory "Subcategory"

  

Note: Duplicate custom fields cannot be configured on a record.

Edit an Existing Custom Field

Modify existing Custom Field values as business needs change.

Steps:

1. Navigate to the entity record
2. Locate the Custom Fields section
3. Find the Custom Field you want to update

4. Click the Pencil Icon to edit the value

   
5. Update the value

6. Click the Checkmark icon to save

   

7. A success message will confirm the change

   

Delete an Existing Custom Field

Remove Custom Fields that are no longer needed from entity records.

Steps:

1. Navigate to the entity record
2. Locate the Custom Fields section
3. Find the Custom Field you want to remove

4. Click the Garbage Can icon to remove the Custom Field

   

5. Confirm the removal when prompted and click Delete

   

6. A success message will confirm the deletion

   

Note: The ConfigChoiceProperty "RecordRequirement" is respected and the Delete button is not displayed for custom field options where the RecordRequirement value is Node or System.

Custom Fields Talent Search

Custom Fields can be used as search criteria when searching for talent in BOLD. For instructions on filtering talent by Custom Field values, see the Custom Fields section of the Searching for Applicants/Talent article.

Note: Custom Field values do not display in talent search results. Values are visible only when viewing the individual talent record.

Audit Trail

All changes to Custom Fields are audited in both BOLD and Back Office, creating a complete history of modifications.

Talent Audit:

• Hover over the Talent Profile Picture
• Select the Audit Icon
• Custom Field updates, additions, and removals will be logged with a date/time stamp and the user who made the change

Company Audit:

• Hover over the Company Profile Logo
• Select the Audit Icon
• Custom Field updates, additions, and removals will be logged with a date/time stamp and the user who made the change

Job Audit:

• Navigate to the Job Details Page
• Click the View Job Audit button
• Custom Field updates, additions, and removals will be logged with a date/time stamp and the user who made the change

Note: Usage reports for Custom Fields track only add, edit, and delete actions — users who view Custom Field data without making changes are not reflected in utilization metrics. If adoption appears low in reporting, it may not account for the majority of users who reference Custom Field values as part of their daily workflow without modifying them.

Note: Custom Fields (Extras) are not currently searchable in the ATS or filterable in standard reports. They are designed for data capture and display purposes. A dedicated report for viewing custom field data is coming soon -- watch the product release notes for updates. If you need searchable candidate data, consider using Custom Tags instead, which are searchable in the ATS via the Applicant/Talent Categories search field.

Related Back Office Extra Articles

• Admin Tools: Config Choice Index
• Employee Extra
• Customer Order Extra
• T4/T4A Setup for Dental Benefits & Employee Extra for Dental Eligibility Code