Customize your Client/Department/Branch form by adding, modifying, removing and reordering fields based on your business requirements.
Written by Shruti Patel
The iSmartRecruit system supports the structure of both a Recruitment Agency hiring for clients and a Corporate Recruitment Department hiring internally.
The below steps will assist in customizing the layout of the Client, Department or Branch form, where we capture relevant information in the system.
To customize the layout of the Client, Department, or Branch, click on the “Admin” option on the left side of the screen and select the “Customize Client Layout” option.
Navigation Link: https://app.ismartrecruit.com/admin
Customize Client Layout
To customize the layout of the Client, you need to click on the “Customize Client Layout” button.
Navigation Link: https://app.ismartrecruit.com/custClientForm
Customize Department / Branch Layout
Step 1: Drag and drop a required field type from the left-hand options to the right on the "Existing Fields" section.
Step 2: Fill up the field details in the open dialogue box.
The information required to be filled in would be as below.
1. Field Name: To store the name of the field for the selected field type.
2. Mandatory: Set to ON if you want to make it mandatory to store the field value. By default, it is set OFF.
3. Section Name: To display the newly created field inside the selected section.
Note: This screen may look varied based on the selected field type.
To add more than one value for the Multi-Select, Many Checkbox, and Yes/No field type, a list of values should be added with the “#” (hash) separator. E.g. Yes#No
To add more than one value for the Dropdown Select field, a list of values should be added with a “,” (comma) separator. E.g. NY, NJ, Washington
Step 3: Click on the “Update” button of “Edit Field” to save the inserted detail of the field.
You can click on the Pencil icon to edit the field information and provide confirmation for the action.
You can click on the X icon to delete the field information and provide confirmation for the action.
Note: You may not be able to delete/edit any default fields. Changing default fields may lead to errors in Reports and other interlinked functionalities of the system.
To customize the order of the fields, drag and drop the selected field at your preferred place or use the navigation button. To move up/down a single step at a time, use a single arrow button, and to move directly on top/bottom, use a double arrow button.
You can verify how the changes in the details of the fields look in their respective information capturing.
You can access these formed from the + icon on the top bar.
Client Form
After clicking on add client the form will appear in which you can see all the fields added by you in the form.
Department / Branch form
After clicking on add department the form will appear in which you can see all the fields added by you in the form.
