Custom Buttons and Fields

Custom Buttons and Fields

Modules and Fields are the building blocks on which all recruitment activities are based. They allow you to collect, organize, and analyse a wide range of candidate and client information. Zoho Recruit comes with a standard range of predefined modules and fields that are common to most industries and businesses. However, there are organizations that have unique needs which aren't met by the default Zoho Recruit package. In such places, you may create new modules and fields to offer users a recruitment system tailored to their industry-specific needs.

Manage custom modules   

Zoho Recruit comes with standard modules for candidates, interviews, and analytics. However, module requirements can vary widely from industry to industry. Custom modules give developers the flexibility to create niche solutions. Extensions for Zoho Recruit open up a range of possibilities and allows you to build custom modules and then distribute them to other Zoho Recruit users, either directly or through the Zoho Marketplace.

Add a module

To add new modules,
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. Click Modules in the left pane and then click Create New Module.
  4. Enter the singular and plural form of the module name in the respective text boxes.
  5. Click Save.
Note
By default, all custom modules come with four standard fields: Record Name, Record Owner, Email, and Secondary Email. to customize your module further and create new fields, see Adding a New Field for more information.

Edit a module   

To edit a custom module,
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. Click the Modules option in the left pane.
  4. Click Edit icon next to the module you'd like to modify.
  5. Make the necessary changes and click Save.

Delete a module   

To delete the existing modules,
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console..
  3. Click Modules in the left pane of the Extension Details page.
  4. Click the Delete icon next to the module you want to delete.
  5. Click Ok.
Note
Any changes will only take effect after you re-publish your extension. (See Publishing your extension for more information.) Once you've republished it, new users who install your extension will automatically have the most recent version. Existing users will have to update the extension.
  

Manage custom fields   

Fields can vary dramatically across different industries, businesses, and workflow styles, so customization is crucial when building an effective recruitment system. Native Extensions allow you to add new fields both to Zoho's standard modules as well as to custom modules you've created specifically for the industry. When a user installs your extension, these new fields will be added to their Zoho Recruit account.

Note
Although you can change the name of your custom fields, you cannot change field type (eg. Text, Integer, Date, etc.). For instance, if you create a text field, you cannot later convert it to an integer field.

Overview of Field Types:

When creating a new field, you will be required to fill in the Field Details, depending on the type of field you are adding. Consult the following table to see which information you'll need for each Field Type:

Field Data Type

Field Details

Notes

Text

Label: Field Name
Section: Section heading that field is located under

Maximum Length: 255 characters.

Integer

Label: Field Name
Section: Section heading that field is located under

Maximum Length: 9 digits.

Decimal

Label: Field Name
Section: Section heading that field is located under

Maximum Length: 16 digits (including decimal places).

Percent

Label: Field Name
Section: Section heading that field is located under

-

Currency

Label: Field Name
Section: Section heading that field is located under
Rounding: Specify the rounding option
Decimal Places: Specify the number of decimal places Precision
Precision: Specify the rounding precision

-

Date

Label: Field Name
Section: Section heading that field is located under

Format: YYYY/MM/DD
Note: Though the default date&time format is YYYY/MM/DD, it will be changed according to end user's time zone settings.

Date & Time

Label: Field Name
Section: Section heading that field is located under

Format: YYYY/MM/DD HH:MM
Note: Though the default date&time format is YYYY/MM/DD HH:MM, it will be changed according to end user's time zone settings.

Email

Label: Field Name
Section: Section heading that field is located under

-

Phone

Label: Field Name
Section: Section heading that field is located under

-

Pick list

Label: Field Name
Section: Section heading that field is located under
Pick list values: List of options users can choose from

-

Multi-select Pick list

Label: Field Name
Section: Section heading that field is located under
Pick list values: List of options users can choose from

-

URL

Label: Field Name
Section: Section heading that field is located under

-

Text Area(Small)

Label: Field Name
Section: Section heading that field is located under

Maximum Length: 2000 characters.
You cannot sort text areas in ascending or descending order.

Text Area(Large)

Label: Field Name
Section: Section heading that field is located under

Maximum Length: 32000 characters.
Large text area will not be available while adding criteria in any feature.

Checkbox

Label: Field Name
Section: Section heading that field is located under

-

Auto Number

Label: Field Name
Section: Section heading that field is located under
Prefix: Specify the prefix of the auto-number sequence
Suffix: Specify the suffix of the auto-number sequence
Starting Number: Specify the starting number of the sequence

To apply an auto-number sequence to existing records, select the checkbox.

Lookup*

Label: Field Name
Section: Section heading that field is located under
Lookup Type: Select the module for which you like to establish relationship
Related List Label: It is the name you give to the entity that will be created under the record's details. For example, Attachments, Contact Roles etc.

Available in Paid Editions of your Zoho Recruit.

Long Integer*

Label: Field Name
Section: Section heading that field is located under

Maximum Length:18 characters.
Available in Paid Editions of your Zoho Recruit.

*Only available for Paid Editions of Zoho Recruit. If you create one of these fields, your extension will only function for users running a Paid Edition.


Add a custom field   

You can add custom fields to any module. This will allow you to capture important data specific to your business model.
To add a new field,
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. Click Customize in the left pane select the Fields tab.
  4. Select the module from the drop-down list box and click New Custom Field.
  5. In the Create Custom Field page, select the Field Type and fill in any necessary Field Details.(See Overview of Field Types above for more information). 
  6. Click Save.


Edit a custom field   

As you refine how your recruitment system works, you may need to make changes to your custom fields. Once a field has been created, you can edit certain Field Details, but not the data type. For example: an Integer field cannot be changed into a Currency field. In order to change the data type, you must create a new custom field.
To edit custom fields,
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. Click Customize in the left pane and then select the Fields tab in the Customizations page.
  4. Select which module the custom field is in from the drop-down list.
  5. Click Edit icon next to the custom field.
  6. Make any necessary changes and click Save.
Note
You can change the character length for Currency fields, Text fields, Integer fields, Decimal fields, Phone fields, Long Integer fields and URL fields. (See Overview of Field Types above for more information on Field Details.)

Delete a custom field   

When you delete a custom field, the associated data will also be deleted. If you wish to keep the data, you can choose to hide it instead.
To delete custom fields,
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. Click Customize in the left pane, then click Fields tab in the Customization page.
  4. Select the module containing the custom field to be deleted from the drop-down list box.
  5. Click Delete icon corresponding to the custom field you would like to remove.
    A confirmation pop-up will appear.
  6. Read the instructions and then click OK to delete the field.

Create a currency field   

You can define the number of decimals and the precision for currency fields based on your selected currency locale. There are four rounding options available for a currency field in Zoho Recruit:
To create currency custom fields,
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. Click Customize in the left pane and select click Fields tab in the Customization page.
  4. Select the module from the drop-down list box and click New Custom Field.
  5. Select Currency from the Field Type list.
  6. Fill in these details in the Field Details section:
    1. Label: Choose a name for your custom field.
    2. Section Name: Define where the field will be displayed.
      Length: Specify the maximum number of digits. 
    3. Rounding option: Choose the rounding technique you prefer.
    4. Precision: Choose the number of digits to which the output should be rounded off. ( This option appears for all rounding options except Normal).
    5. Decimal Places: Set the number of decimal places you require.
    6. Click Save.

Add pick list values    

Pick lists allow users to select a single value from a range of options. By default, each module comes with a collection of standard pick list values. You can use extensions to add new pick list fields to meet the needs of the industry you serve.
To add new pick list fields,
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. Click Customize in the left pane and select click Fields tab in the Customization page.
  4. Select the module from the drop-down list box and click New Custom Field.
  5. Select Pick list from the Field Type list.
  6. Fill in the Field Details that are associated with pick lists. (See Overview of Field Types above for more information on Field Details.). 
  7. Click Save.

 

Add multi-select pick list values   

This field type allows you to create a set of options from which the end user can select multiple values.
To add multi-select pick list values
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. Click Customize in the left pane and select click Fields tab in the Customization page.
  4. Select the module from the drop-down list box and click New Custom Field.
  5. Select Multi-select Pick List from the Field Type list.
  6. Fill in the Field Details that are associated with multi-select pick lists. (See Overview of Field Types above for more information on Field Details). 
  7. Click Save.

Create lookup field   

The lookup field establishes a parent-child relationship between different modules.
To create lookup field,
  1. 1. Log in to Zoho Sigma console and click Extensions.
  2. 2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. 3. Click Customize in the left pane and select click Fields tab in the Customization page.
  4. 4. Select the module from the drop-down list box and click New Custom Field.
  5. 5. Select Lookup from the Field Type list.
  6. 6. In the Field Details section, fill in the following details:
    1. Label: Enter a name for the lookup field.
    2. Lookup Type: Select a module from the Lookup Type drop-down. This is the module with which the relationship will be established.
    3. Related List Label: This is the name of the related list that will be available in the Record Details page of the Look up module.
    4. Click Save.

 

Create auto number field   

Auto number custom fields help classify the records by unique numbers. Once the auto number field is added to the Recruit module, the number is added sequentially to the new records. This can be used to update the existing records as well.
To create auto number fields
  1. Log in to Zoho Sigma console and click Extensions.
  2. Select the extension you'd like to modify and click Edit Extension.
    You will be navigated to the Zoho Developers console.
  3. Click Customize in the left pane and select click Fields tab in the Customization page.
  4. Select the module from the drop-down list box and click New Custom Field.
  5. Select Auto Number from the Field Type list.
  6. In the Field Details section, do the following:
    1. Label: Enter a name for the field. 
    2. Section Name: Select the section from the drop-down list where the field will be displayed.
    3. Enter the Prefix, Starting Number and the Suffix for the auto number value.
  7. Click Save.

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