This page provides step-by-step instructions on how to create and add custom fields to standard dashboards. Custom fields are fields/columns which are not part of the native datasets powering the standard dashboards are categorized as the custom fields.

Verify correct access levels

You must have access to the Dashboard Authoring Console to check the fields available in the dataset powering the dashboard. Generally, admins will have access to the dashboard authoring console.

Once you have access, proceed with the next sections.

Check if the field is part of the dataset

1. Navigate to the Dashboard Authoring Console.
2. Click Analysis. Then, select the specific analysis that you are interested in.
   
3. Use the search bar on the left to search for the field you are looking for.
   
   If you want to double check the values present under a certain column, you can do the following:
   
   
   
   
   1. Create a new tab. Click on the field you are interested in on the left.
   2. Convert the visual into a table and check out the values under the column

Once you have confirmed, the required field is not native to the Eightfold dataset, you need to create a custom field:

• For more information on creating custom field, refer Custom mapping in Eightfold. For information and usage of Custom Fields Transformation tool, refer Custom Fields Transformation.

• You can also raise a custom field request for assistance from Eightfold in creating custom fields for you. Refer to the following section for more details.

Raising a custom field request

1. Work with your Customer Success Manager to raise a support ticket with the field name from the ATS and entity information (such as position, application, profile, employee).
2. Once the fields are added, verify that they appear in the Admin Console > Platform Tools > Custom Fields.
3. Verify that the Analytics field has been selected. This is required for data to flow into the respective analytics table.
   
   

Using the custom fields to create a dashboard

Once the Custom fields are available in the Admin Console and the Analytics field is selected:

1. Navigate to the dashboard authoring console.
2. Click on Datasets > New Dataset.
   
   
3. Scroll to the bottom. Click Redshift.
   
   Note: If you are not able to find the Redshift source, please raise a support ticket.
4. Click Create Dataset in the window that appears.
   
   
5. Use Custom SQL > Edit/Preview data.
   
   
   
   
6. You can enter a query in the query editor to extract the custom fields. For example: SELECT position_id, p.custom_fields_json.efcustom_text_position_type FROM customername_positions p group by 1, 2

• ‘custom_fields_json’ is the column which contains all the custom fields
• efcustom_text_position_type is the name of the custom field added
• ‘customername’ needs to be replaced with the relevant customer name
• Ensure that you have ‘group by’ mentioned at the end of the query to avoid duplication

Creating the query and joining the view

1. Click on Apply to get a preview of the columns in the table. Give an appropriate name to the view & query > Click Save & Publish > Cancel (to exit the query editor).
   
   
   
   This new view can be joined with the other relevant dataset based on the entity type.
2. Select the dataset with which you want to join the custom field as shown below. Click Use in Analysis > Add Data > Select the custom fields dataset that you would like to use.
   
   
3. Select the join conditions > click Apply.
   
   
4. Name the view accordingly. Then, click Save & publish > Cancel (to exit the query editor).
   
   
5. Now the dataset can be used to replace the dataset in the desired dashboard (refer to the gif below) or a new analysis can be created based on the use case of the customer.