Each organization is unique. You can use custom fields to adapt your Gtmhub account to suit your OKRs process needs, map certain attributes to get more granular reporting, or fine-tune Robotic Process Automation (RPA) conditions.
To define custom fields, you must have permissions for managing the configuration of Gtmhub.
In Gtmhub, you can define custom fields for the following:
- Key results
- Key result updates
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
A checkbox appropriate for true or false values
- 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
- One option list
A single option radio button, similar to the dropdown menu but more appropriate when there are fewer choices,
- 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:
- In the bottom of the navigation pane, click Settings.
- On the Configuration tab, click Custom fields.
- Click ADD NEW CUSTOM FIELD.
- In Name input field, enter a name of the filed that will be used in the code.
This name is used for development purposes only. It must start with a lowercase letter. It can contain only lowercase Latin letters, numbers, and underscore. It must be between 4 and 12 characters long.
- In UI Label, enter the name of the custom field that will appear in the UI.
- In Description, enter some informative text.
This text will be displayed in the UI and will help the user to fill out the field.
- In UI Selector, select the type of the field.
For more information, see Types of custom fields section above.
If you have selected Drop-down menu, Multi-select list, or One option list, add the options, using the Add option button.
If you have selected User/Team selector, first select whether One or Many options can be selected, then, select whether the options will be Employees, Teams, or Both.
- In Select target type, select where to add this custom field.
Choose between: Objective, Key Result, Key Result Update, Team, Task, or User.
- Select whether the custom field is Required to fill out.
- Click Create custom field.
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.