Custom Fields
EVA’s aim is to tailor our platform to your recruitment and staff management needs. We recognise that each company is unique and needs to store different data points across multiple business processes. Our solution is to use custom fields - a set of fields that can meet any data storage needs across all main entities.
Custom fields can be configured for the following entities: Candidates, Companies, Contacts, Pipelines, Jobs, Job Requests, and Agents.
For each of the above entities we have a standard set of fields, however, in the case that you need to store more data points, we can easily add a field or field set to meet your needs.
Information for candidate custom fields can also be asked by our chatbot.
For example, in Candidates you can add a single choice custom field called ‘Ready to Move’ and the options will be ‘Yes’, ‘No’, or ‘Maybe’.
To give you a better understanding, we can create several types of custom fields:
Simple text (allowing free text) e.g. ‘Marketing’
Formatted text (Text containing styling) e.g. BOLD
Single choice from the dropdown (view all options in dropdown, but can select one)
e.g. ‘Yes’Multiple choice from the dropdown (view all options in the dropdown and can any number)
e.g. ‘Team’ and ‘Manager’Date with date picker(calendar to select date) e.g. 09/03/2001
Numbers (any) e.g. ’189’
Integer with limited range e.g. only numbers 1 to 5
Array (custom field section containing any of the field types mentioned above)
e.g. Training:
Training date: 20/10/2021, Course name: Introduction to Sales, Status: Completed; Training date: 18/10/2021, Course name: Introduction to IT, Status: In Progress
This functionality can be configured by Admin and your dedicated Customer Success Team member will assist you if you need any help.
In cases where the client requires additional information fields that are not present within an entity, custom fields can be created to meet the client's specific needs. During the consultation process, work closely with the client-customer success to identify if any custom fields are necessary and determine their intended function.
Adding Custom Fields
To add a custom field, follow the steps outlined below:
Navigate to the custom fields management page by visiting: chosenname.eva.ai/messenger/agent/utils
Click on "Custom Fields" to access the field creation interface.
Create the custom field by writing the appropriate JSON schema. This will define the field's structure and validation rules.
Note: If you encounter any issues or need assistance while creating custom fields, please contact a member of the EVA.ai Support Team.
Custom fields in EVA can be applied to various entities, including Candidate, Job, Company, Contact, Agent, Pipeline, and Job Request. Once you add a custom field to a specific entity, it will appear in the additional information section for that entity.
To define the JSON Schema for a custom field, navigate to the JSON Schema tab. Here, you can specify the field's type, such as a free-text option, multi-select, or single-select option.
Below are a few examples of JSON schema codes:
Free text Custom field:
{
"type": "object",
"properties": {
"stringTypeField": {
"title": "Simple text field",
"type": "string"
}
Single option custom field:
"simpleEnum": {
"Title": "Simple Enum:",
"type": "string",
"enum": [
"AI",
"Innovation",
"Management",
"Analytics",
"Recruitment"
]
}
Multi select option custom field:
"multiSelect": {
"title": "Multi Select",
"type": "array",
"items": {
"type": "string",
"enum": [
"Option 1",
"Option 2",
"Option 3",
"Option 4",
"Option 5"
]
}
}
Date custom field:
"date": {
"type": "string",
"title": "Date",
"format": "date"
}
Checkbox:
"boolean": {
"type": "boolean",
"title": "Checkbox"
}
Please remember that you have the option to enhance the display of the custom field using the 'UI Schema' tab if necessary. However, if you'd like to explore this further, we suggest reaching out to your customer success representative who can provide expert assistance in this regard.
After a custom field is added to the Json Schema for any of the entities you have selected (Candidate, Job, Company, Contact, Agent, Pipeline, and Job Request) this will appear in the ‘Additional Information’ section for that entity FSEM (Full Screen Entity Mode).
If you want that custom field to be displayed in a particular section, this can be configured in the UI Schema tab as seen below in the screenshot.
Navigate to the UI Schema tab, if you want the custom field to be displayed under the personal information section of the candidate, navigate to ‘"myCandidateProfileConfig" and add the custom name field under that section and click on ‘Submit’.
You can preview the custom field added by clicking on the ‘Preview’ tab.
After the custom field is added and where it has to be displayed in the UI is defined, navigate to the Candidate profile and check that the custom field is indeed added under the correct personal profile section .
Also note that you can decide after which field precisely your new custom field should appear by configuring the custom field in the correct position in the JSON Schema.
Custom fields added are not mandatory questions by default and can be skipped by the talent. If you want the custom field question to be a mandatory field, enabling mandatory custom field questions comes under the purview of EVA Professional Services.
Please get in touch with our Customer Success Manager and specify the required mandatory fields and any additional needs for configuration.