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Create a Custom Relationship

Creating and editing custom relationships in custom fields Custom relationship fields represent a relationship between two people in the o...

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Written by Adam Kroboth

Creating and editing custom relationships in custom fields

Custom relationship fields represent a relationship between two people in the organization. This field may be valuable for you if there are people outside of a manager-direct report relationship who need visibility into an employee.

Create a custom relationship

To create a custom relationship, follow the steps listed below:

Step 1: Create a custom relationship

  1. Navigate to Admin > Settings > People > Fields.

  2. Click Create field > Relationship.

  3. Give your field a Name and Description.

  4. Choose the Profile Category (ex. Personal, Demographic, ...) the field should live in on employee profiles

  5. Click Create field.

  6. (Optional) To adjust employee visibility to the custom field and its values, configure Employee Fields custom role permission.

Step 2: Apply the custom field to employees

You must apply the custom field to employees via either CSV or manually. Note that participants will not have visibility into their assigned employees until visibility has been set up via Step 3.

Apply the custom field via CSV

To bulk change the custom fields of many employees at once, admins can upload a CSV. In the CSV, be sure to have a column for the custom field you want to change and that all of the values for each employee are valid options for that custom field. To upload a field that is a custom relationship, use that user's email address in Lattice to designate the relationship in the CSV.

Learn more in Manage Custom Fields.

Apply the custom field manually

  1. Navigate to Admin > Organization > Directory.

  2. Select the name of the employee you would like to give another employee visibility into.

  3. Click on the pencil icon next to the related field category.

  4. Within the custom relationship field dropdown, add the employee you want to grant visibility to. For example, suppose I want to give Jack manager-type visibility into Preston's profile. In that case, I will want to 1) click in to edit Preston's profile and then 2) add Jack's name under the custom field I created.

  5. Click Save.

Step 3: Configure what visibility to give the relationship

  1. Navigate to Admin > Settings > People > Permissions > Custom relationships.

  2. Click Edit next to the associated field.

  3. Choose one of the seven visibility options for the custom relationships:

  4. Click Save.

For more information on what visibility this gives, read Configuring Custom Attribute Visibility.

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