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Create custom fields
Create custom fields

Learn how to define different types of custom fields and then add them to objectives, key results, updates, tasks, or users and teams

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a year ago

Overview

Each organization is unique. You can use custom fields to adapt your Quantive Results account to suit your OKRs process needs, map certain attributes to get more granular reporting, or fine-tune Robotic Process Automation (RPA) conditions.

Prerequisites

To define custom fields, you must have permissions for managing the configuration of Quantive Results.

NOTE: In order to select Custom fields per selected session, you must have

a Quantive Enterprise Plan. Non Enterprise customers will have their created custom fields default to All Sessions.

Supported types

In Quantive Results, you can define custom fields for the following:

  • Objectives

  • Key results

  • Key result updates

  • Tasks

  • Teams

  • Users

Types of custom fields

There are the following types of custom fields you can create:

  • Text field
    A single line of text appropriate for short text entries

  • Text area
    A multi-line text field appropriate for longer text entries

  • Drop-down menu
    A single option drop-down menu appropriate for a one-choice option

  • Multi-select list
    A multiple checkbox list appropriate for multiple choice options

  • Date picker
    A single date value appropriate for selecting dates such as deadlines

  • User/Team selector
    A selector appropriate for selecting employees and teams from the Gtmhub account.

Define custom fields

To define a custom field and assign it to a type, perform the following:

  1. At the bottom of the navigation pane, click Settings.

  2. Under the System section click Custom fields.

  3. Click on the Create custom field button.

  4. In Label, enter the name of the custom field that will appear in the UI.

  5. In Apply to, select where to add this custom field.


    Choose between: Objective, Key Result, Key Result Update, Team, Task, or User.

  6. In Type, select the type of the field.


    If you have selected Drop-down menu, or Multi-select list, add the options, using the Add an option button.

    If you have selected User/Team selector, select whether the options will be Users, Teams, or Both.

    NOTE: Once the custom field is saved, the type cannot be changed.

  7. Select whether the custom field is Required to fill out.

  8. In Description, enter some informative text.

    This text will be displayed in the table with custom fields and will give additional information to the users that have permissions to manage custom fields.

  9. In Tooltip, enter some informative text.


    This text will be displayed in the UI and will help the user to fill out the field.

  10. In Session(s), select if you want a custom field that will be visible to all sessions or apply the custom field only to specific sessions.

    (The Session(s) options are available only to custom fields applied to Objective, Key Result, or Key Result Update).

    If you have selected the Specific session(s) option, select the session, or list of sessions where the custom fields will be visible.

  11. Click Create custom field.

Result

The custom field is added to the target type.
For example, next time you create an objective, the field will appear in the create form.

See also

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