Overview
A User Defined Field is a section of the BrightMove Application that the individual user creates and customizes. It is visible to other users at your workplace. When you create a User Defined Field, you are actually adding a section to one of the Profile pages. You may add to the Applicant, Client, Client Office, Contact, or Requirement profile.
The User Defined fields show up in the middle of the Profile screen. They are visible to licensed BrightMove users other than the person who created them. They are toward the middle of the Profile screen.
Creating a User Defined Field
Sometimes you may need to keep track of specific information that a company is interested in. For example, it may be helpful to know if nurses have a certain certification. A field could be created asking if the Applicant had that certification, and the information would be captured in the Applicant Profile. Account representatives may want to keep track of anniversary dates and the names of favorite sports teams associated wit their Clients. Sections can be created to track just such specific things.
Adding a User Defined Field
Remember that a user defined field actually has two parts: The Section Title (what the section of the screen that hold the info is called), and the actual field name or names (the actual information).
To add a new section, expand the Tools menu, and choose "User Defined Fields". A list of the sections already added will be displayed. Click on the link in the upper right hand corner that says "Add Section". Next, choose where this section will be added (which type of profile it will be added to) from the available list. Type the name of the new section in the available name field and click on the "Submit" key. The section name should now appear on the list of sections that have been added by users.
The next step is to add the field(s) to the new section. Click on the section name that you are ready to add fields to, and then click on the "Add Field" link in the upper right of the screen. Type in the name of the new field and then choose what type of field it will be. If you want to be able to just type the info in, make it a text field or text area. If you want a yes or no question, make it a drop down choice or a check box. Create the field one at a time, remembering to click the "Save Field" button each time. You can order the fields by filling in 1, 2, 3, etc. in the "Set Order" box that is displayed on the create field screen.
Hiding a User Defined Field
You can use the screen filter to hide a user defined the same way you ca hide the standard fields that are present in BrightMove. Navigate to the type of profile you would like to hide a field on, and select "Screen Filter" from the Options menu. You will see a listing of all the different sections that may be hidden on the different Profile screens. Check the "User Defined Fields" box. They will be hidden from view. Please note that you cannot hide just one User defined field. If yu screen them from view, you screen all of them from view
Searching User Defined Fields
You may search a user defined field in the Applicant Profile by conducting an advanced search. Navigate to the advanced search option by expanding the Applicant menu found in the left frame of your BrightMove screen, or by clicking the link titled "advanced search" in the upper left hand corner of your simple search screen. Once you see the advanced search screen, enter the criteria that you are looking for in the User Defined field and click the "Submit" key.