Skip to main content

Create a Custom Field

Dianmarie
  • Updated

Custom fields allow users to filter data in Lattice using specific criteria. Admins can create custom fields manually and add values either individually or in bulk using CSV imports.

Common fields include:

  • Salary band (60k - 80k, 80k-100k, 100k-120k, 120k+)
  • Office location (SF, New York, Dublin)
  • Business unit
  • Job level
  • Gender (for Engagement survey only)

Although ethnicity and sexual orientation are default fields, Engagement survey results cannot be filtered by them. To filter survey results, create these fields as custom fields. 

Before you start

  • If a user does not have visibility into a custom field, the field and its values will not appear on any employee profile for that user.
  • Custom fields are useful for adding additional filters in Lattice Analytics. However, default reporting groupings rely on the standard Department and Manager fields—not custom fields. We recommend using custom fields to supplement reporting, while continuing to use Department and Manager fields for core reporting structure.
  • Newly created custom fields will default to Super Admin visibility but visibility can be edited after creation. 
  • See the table below for field requirements.
Field Type Accepted values  Additional Notes
Multiple Choice Choice 1, Choice 2 Manually add up to 200 values. 
CSV imports can add up to 3000 values. 
Number Integers Create a Custom Field with a Numeric Range
Relationship Email address Create a Dotted-Line Manager in Lattice
Short Text Hello, there! Maximum of 150 characters.
Long Text Any text Maximum of 10,000 characters.
Percentage 45, 45.5, 45%, 45.5% Must be 0–100.
Boolean yes, no, true, false, 1, 0 Case-insensitive.
Date 2024-01-15 Using ISO 8601* standard 'YYYY-MM-DD'.
Email aaa@bbbb.com Any email-like string.
Multi-select Option 1; Option 2; Option 3 Use ; as a separator separator when bulk uploading.
Use " for escaping. 

 

Create a field

  1. Navigate to Admin > Settings > People > Fields.
  2. Select Create field.
  3. Choose a field type:
    • Multiple choice
    • Number
    • Relationship
    • Boolean
    • Date
    • Email
    • Percentage
    • Multi-select
    • Short text
    • Long text
  4. Give your field a Name and Description.
  5. Choose the Profile Category the field should live in on employee profiles:
    • Personal 
    • Sensitive data
    • Demographic
    • Contact information
    • Employment details
    • Role details
    • Pay types
  6. Select Create field.
  7. (Optional) To adjust employee visibility to the custom field and its values, configure Employee Fields custom role permissions.

Next, assign attributes to employees via employee profile or CSV import.

Related articles