Create a Custom Field

Click Create Custom Field to display the Create Custom Field screen.

In the Field Type field, select one of the following drop-down list options.

Option	Description
Single Line Text Box	Select this custom field type if you want to collect only a single line of text. Proceed to Step 3 to continue creating this custom field type.
Multi-Line Text Box	Select this custom field type if you want to collect more data than a single line text box. Proceed to Step 4 to continue creating this custom field type.
Date Field	Select this custom field type to allow the form recipient to select a date. Proceed to Step 5 to continue creating this custom field type.
Radio Button	Select this custom field type to require the form recipient to pick only one option from a list of choices. There is no limit to the number of choices you can create for a radio button form type. Proceed to Step 6 to continue creating this custom field type.
Checkbox	Select this custom field type to provide the form recipient to select multiple items from a list of choices. There is no limit to the number of choices that you can create for a checkbox form type. Proceed to Step 7 to continue creating this custom field type.
Drop Down List	Select this custom field type to provide the form recipient a list of choices. Based on how you configure this form field, the recipient may be able to select one or more choices. There is no limit to the number of choices that you can include in the drop-down list. However, once the list exceeds a specific height, a scroll bar will appear on the right side of the list, allowing users to move up and down the list. Proceed to Step 8 to continue creating this custom field type.
Yes/No Field Type	Select this custom field type to add a question field with a simple yes or no response. Proceed to Step 9 to continue creating this custom field type.
DHTML Editor	Select this custom field type if you want to add a field that can collect a large volume of text, including text formatting, if necessary. DHTML editors allow form recipients to apply various font characteristics, such as bold, italics, and underline, to the content of the field. Text editing functions, such as copy and paste, are also available. Editing functions are enabled after the form recipient begins typing into the text area or clicks inside the body of the field. Spell-check and text filtering for “blacklisted” words are available as well. Proceed to Step 10 to continue creating this custom field type.
Full DHTML Editor	Select this custom field type if you want to add a field that can collect a large volume of text, including text formatting, if necessary. The main difference between Full DHTML Editor and DHTML Editor is the following additional editing options that are included in the full version of the editor: Add an image into the field Change the alignment of the content Add a link to a web page Insert a table Revise the font family. As with the DHML Editor, editing functions are enabled after the form recipient begins typing into the text area or clicks inside the body of the field. Proceed to Step 11 to continue creating this custom field type.
Section Header	Select this custom field type to create a section header. Section headers are typically used on forms as titles that declaring the purpose of the form. Proceed to Step 12 to continue creating this custom field type.
Sub-Header	Select this custom field type to create a second level header. Sub-headers are typically used as a means to segregate portions of content. Proceed to Step 13 to continue creating this custom field type.
Plain Text Header	Select this custom field type to create a third level header. Plain text headers are typically used as a simple divider of information. Proceed to Step 14 to continue creating this custom field type.
Encrypted Field	Select this custom field type to add encrypted single-line text boxes. The ideal field length is 25. This type will not display as an option unless the feature to allow encrypted data is enabled in the Features page under the Global Settings section of the Administration screen. Once an Encrypted Field type is created for a single line of text, the field type cannot be revised. In other words, an encrypted single line of text will remain an encrypted single line of text. On the form, the encrypted field will not display any differently from a non-encrypted field. It is only when the data is received by the Deltek Talent that encryption is performed. Proceed to Step 15 to continue creating this custom field type.

If you selected Single Line Text Box, complete the additional fields that appear in the Field Properties section of the screen.

You must complete the required fields, which are marked in red font, otherwise, Deltek Talent will not allow you to save the new field. Proceed to Step 16 after you have completed the following fields.

Field	Description
Label	Enter the name of the field or the question phrase.
Help Text	Provide additional, helpful information about the field, if needed. If you populate this field, then an $D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\info-bubble.png$ icon is displayed next to the field on the form. The text that you enter in this field displays when a user hovers over the information icon.
Mark as Required	Select one of the following options: Optional: Select this to indicate that neither does the field have to be added to the form, nor is it marked as required if it is added to a form. Required: Select this to indicate that the field must be added to the form and that the field is marked as required when it is added to a form. Required If Present On Form: Select this to indicate that the field does not need to be added to the form. However, if it is added to a form, then the field is marked as required and must be completed by the form recipient.
Length of Field	Enter a numeric value to set the maximum number of characters that is visible for the custom field. The ideal length is 25.
Maximum # of Characters Allowed	Enter a numeric value to set the maximum number of characters that can be typed into the field.
Merge Code	Enter the code to use when you want to insert the field into letter templates. The ideal way to create a merge code is to use the label name and replace the spaces with underscores.

If you selected Multi-Line Text Box, complete the additional fields that appear in the Field Properties section of the screen.

You must complete the required fields, which are marked in red font, otherwise, Deltek Talent will not allow you to save the new field. Proceed to Step 16 after you have completed the following fields.

Field	Description
Label	Enter the name of the field or the question phrase.
Help Text	Provide additional, helpful information about the field, if needed. If you populate this field, then an $D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\info-bubble.png$ icon is displayed next to the field on the form. The text that you enter in this field displays when a user hovers over the information icon.
Mark as Required	Select one of the following options: Optional: Select this to indicate that neither does the field have to be added to the form, nor is it marked as required if it is added to a form. Required: Select this to indicate that the field must be added to the form and that the field is marked as required when it is added to a form. Required If Present On Form: Select this to indicate that the field does not need to be added to the form. However, if it is added to a form, then the field is marked as required and must be completed by the form recipient.
Height	Enter a numeric value to set the number of rows that appear in the form. Multi-line text boxes may hold more lines of text than is visible in the form. The ideal height for a multi-line text box is 5.
Width	Enter a numeric value to set the width in terms of the number of characters displayed for each row in the text box. The ideal width for a multi-line text box is 25.
Merge Code	Enter the code to use when you want to insert the field into letter templates. The ideal way to create a merge code is to use the label name and replace the spaces with underscores.

If you selected Date Field, complete the additional fields that appear in the Field Properties section of the screen.

You must complete the required fields, which are marked in red font, otherwise, Deltek Talent will not allow you to save the new field. Proceed to Step 16 after you have completed the following fields.

Field	Description
Label	Enter the name of the field or the question phrase.
Help Text	Provide additional, helpful information about the field, if needed. If you populate this field, then an $D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\info-bubble.png$ icon is displayed next to the field on the form. The text that you enter in this field displays when a user hovers over the information icon.
Mark as Required	Select one of the following options: Optional: Select this to indicate that neither does the field have to be added to the form, nor is it marked as required if it is added to a form. Required: Select this to indicate that the field must be added to the form and that the field is marked as required when it is added to a form. Required If Present On Form: Select this to indicate that the field does not need to be added to the form. However, if it is added to a form, then the field is marked as required and must be completed by the form recipient.
Merge Code	Enter the code to use when you want to insert the field into letter templates. The ideal way to create a merge code is to use the label name and replace the spaces with underscores.

If you selected Radio Button, complete the following steps, then proceed to Step 16.

In the Field Properties section of the screen, complete the relevant fields.

You must complete the required fields, which are marked with a red asteriskt. Otherwise Deltek Talent will not allow you to save the new field.

Field	Description
Label	Enter the name of the field or the question phrase.
Help Text	Provide additional, helpful information about the field, if needed. If you populate this field, then an $D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\info-bubble.png$ icon is displayed next to the field on the form. The text that you enter in this field displays when a user hovers over the information icon.
Mark as Required	Select one of the following options: Optional: Select this to indicate that neither does the field have to be added to the form, nor is it marked as required if it is added to a form. Required: Select this to indicate that the field must be added to the form and that the field is marked as required when it is added to a form. Required If Present On Form: Select this to indicate that the field does not need to be added to the form. However, if it is added to a form, then the field is marked as required and must be completed by the form recipient.
Merge Code	Enter the code to use when you want to insert the field into letter templates. The ideal way to create a merge code is to use the label name and replace the spaces with underscores.

In the Options to Select From section, complete the following required fields, then click Add.

Field	Description
Name	Enter the text that is displayed on the form for the user to select.
Value	Enter the value of the Name. The Value can be the same as the content of the Name field. However, each value must be unique. Otherwise, Deltek Talent will display an error message upon Save.

If you selected Checkbox, complete the following steps, then proceed to Step 16:

In the Field Properties section of the screen, complete the following required and relevant fields.

Field	Description
Label	Enter the name of the field or the question phrase.
Help Text	Provide additional, helpful information about the field, if needed. If you populate this field, then an $D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\info-bubble.png$ icon is displayed next to the field on the form. The text that you enter in this field displays when a user hovers over the information icon.
Mark as Required	Select one of the following options: Optional: Select this to indicate that neither does the field have to be added to the form, nor is it marked as required if it is added to a form. Required: Select this to indicate that the field must be added to the form and that the field is marked as required when it is added to a form. Required If Present On Form: Select this to indicate that the field does not need to be added to the form. However, if it is added to a form, then the field is marked as required and must be completed by the form recipient.
Merge Code	Enter the code to use when you want to insert the field into letter templates. The ideal way to create a merge code is to use the label name and replace the spaces with underscores.

In the Options to Select From section, complete the following required fields, then click Add.

Field	Description
Name	Enter the text that is displayed on the form for the user to select.
Value	Enter the value of the Name. The Value can be the same as the content of the Name field. However, each value must be unique. Otherwise, Deltek Talent will display an error message upon Save.

If you selected Drop Down List, complete the following steps, then proceed to Step 16.

In the Field Properties section of the screen, complete the relevant fields. You must complete the required fields, which are marked in red font. Otherwise Deltek Talent will not allow you to save the new field.

Field	Description
Label	Enter the name of the field or the question phrase.
Help Text	Provide additional, helpful information about the field, if needed. If you populate this field, then an $D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\info-bubble.png$ icon is displayed next to the field on the form. The text that you enter in this field displays when a user hovers over the information icon.
Mark as Required	Select one of the following options: Optional: Select this to indicate that neither does the field have to be added to the form, nor is it marked as required if it is added to a form. Required: Select this to indicate that the field must be added to the form and that the field is marked as required when it is added to a form. Required If Present On Form: Select this to indicate that the field does not need to be added to the form. However, if it is added to a form, then the field is marked as required and must be completed by the form recipient.
Allow for multiple selections	Select this check box to allow the form recipient to select more than one item from the drop-down list.
Merge Code	Enter the code to use when you want to insert the field into letter templates. The ideal way to create a merge code is to use the label name and replace the spaces with underscores.

In the Options to Select From section, complete the following required fields, then click Add.

Field	Description
Name	Enter the text that is displayed on the form for the user to select.
Value	Enter the value of the Name. The Value can be the same as the content of the Name field. However, each value must be unique. Otherwise, Deltek Talent will display an error message upon Save.

If you selected Yes/No Field Type, complete the additional fields that appear in the Field Properties section of the screen, then proceed to Step 16.

You must complete the required fields, which are marked with a red asterisk, otherwise, Deltek Talent will not allow you to save the new custom form field.

Field	Description
Label	Enter the name of the field or the question phrase.
Help Text	Provide additional, helpful information about the field, if needed. If you populate this field, then an $D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\info-bubble.png$ icon is displayed next to the field on the form. The text that you enter in this field displays when a user hovers over the information icon.
Mark as Required	Select one of the following options: Optional: Select this to indicate that neither does the field have to be added to the form, nor is it marked as required if it is added to a form. Required: Select this to indicate that the field must be added to the form and that the field is marked as required when it is added to a form. Required If Present On Form: Select this to indicate that the field does not need to be added to the form. However, if it is added to a form, then the field is marked as required and must be completed by the form recipient.
Merge Code	Enter the code to use when you want to insert the field into letter templates. The ideal way to create a merge code is to use the label name and replace the spaces with underscores.

If you selected DHTML Editor, complete all relevant fields in the Field Properties section of the screen, then proceed to Step 16.

You must complete the required fields, which are marked in red font. Otherwise Deltek Talent will not allow you to save the new custom form field.

Field	Description
Label	Enter the name of the field or the question phrase.
Help Text	Provide additional, helpful information about the field, if needed. If you populate this field, then an $D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\info-bubble.png$ icon is displayed next to the field on the form. The text that you enter in this field displays when a user hovers over the information icon.
Mark as Required	Select one of the following options: Optional: Select this to indicate that neither does the field have to be added to the form, nor is it marked as required if it is added to a form. Required: Select this to indicate that the field must be added to the form and that the field is marked as required when it is added to a form. Required If Present On Form: Select this to indicate that the field does not need to be added to the form. However, if it is added to a form, then the field is marked as required and must be completed by the form recipient.
Merge Code	Enter the code to use when you want to insert the field into letter templates. The ideal way to create a merge code is to use the label name and replace the spaces with underscores.

If you selected Full DHTML Editor, complete all relevant fields in the Field Properties section of the screen, then proceed to Step 16.

You must complete the required fields, which are marked in red font. Otherwise Deltek Talent will not allow you to save the new custom form field.

Field	Description
Label	Enter the name of the field or the question phrase.
Help Text	Provide additional, helpful information about the field, if needed. If you populate this field, then an $D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\info-bubble.png$ icon is displayed next to the field on the form. The text that you enter in this field displays when a user hovers over the information icon.
Mark as Required	Select one of the following options: Optional: Select this to indicate that neither does the field have to be added to the form, nor is it marked as required if it is added to a form. Required: Select this to indicate that the field must be added to the form and that the field is marked as required when it is added to a form. Required If Present On Form: Select this to indicate that the field does not need to be added to the form. However, if it is added to a form, then the field is marked as required and must be completed by the form recipient.
Merge Code	Enter the code to use when you want to insert the field into letter templates. The ideal way to create a merge code is to use the label name and replace the spaces with underscores.

If you selected Section Header, complete the following in the Field Properties section of the screen, then proceed to Step 16.

Field	Description
Label	Enter the name of the field or the question phrase.

If you selected Sub-Header, complete the following in the Field Properties section of the screen, then proceed to Step 16.

Field	Description
Label	Enter the name of the field or the question phrase.

If you selected Plain Text Header, complete the following in the Field Properties section of the screen, then proceed to Step 16.

Field	Description
Label	Enter the name of the field or the question phrase.

If you selected Encrypted Field, complete all relevant fields in the Field Properties section of the screen, then proceed to Step 16.

You must complete the required fields, which are marked in red font. Otherwise Deltek Talent will not allow you to save the new custom form field.

Field	Description
Label	Enter the name of the field or the question phrase.
Help Text	Provide additional, helpful information about the field, if needed. If you populate this field, then an $D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\info-bubble.png$ icon is displayed next to the field on the form. The text that you enter in this field displays when a user hovers over the information icon.
Mark as Required	Select one of the following options: Optional: Select this to indicate that neither does the field have to be added to the form, nor is it marked as required if it is added to a form. Required: Select this to indicate that the field must be added to the form and that the field is marked as required when it is added to a form. Required If Present On Form: Select this to indicate that the field does not need to be added to the form. However, if it is added to a form, then the field is marked as required and must be completed by the form recipient.
Length of Field	Enter a numeric value to set the maximum number of characters that is visible for the custom field. The ideal length is 25.
Maximum # of Characters Allowed	Enter a numeric value to set the maximum number of characters that can be typed into the field.
Merge Code	Enter the code to use when you want to insert the field into letter templates. The ideal way to create a merge code is to use the label name and replace the spaces with underscores.

In the Field Permissions section, set the permission levels for each user group listed in the table.

For each user group, select one of the following permission level:

View & Edit: Select this to allow the user group to both see the field on the form as well as edit any data within that field. This is the default permission level.
View Only: Select this to allow the user group to see the content of the field on the form, but not alter the data in that field.
Hide: Select this to hide the field from the user group.

Save the field by selecting one of the following buttons:

Submit: Click this button to submit a field type. The screen refreshes and the new field is immediately added to the field table under the Custom Fields heading.
Save and Add New Field: Click this to save and add another field. The new field is added to the field table under the Custom Fields heading, but the screen remains in edit mode, allowing you to add more custom fields.

Deltek Talent Management

Create a Custom Field