Customization
Custom fields and approval routing for the products that support them, configured inside HR Management.
Who can do thisTenant Admin
The WorkspaceCustomization page is a directory. It shows which of your products can be extended with custom fields and approval routing, and takes you to the place inside that product where you configure them. Nothing is configured on the page itself: each setting lives in the product that owns it.
The two kinds of customization
At the top, two cards explain what is on offer:
- Custom fields: add your own fields to product records, such as text, numbers, dates and dropdowns.
- Approval routing: send records through maker-checker approval chains before they take effect.
Which products appear
Under the cards, the page lists every product in your workspace that supports customization. Today that is only HR Management. The card shows the product's English name, HR Management, with two buttons:
- Configure custom fields
- Configure approval routing
Each button opens HR Management in a new browser tab, on its own setup screen for that feature. How to build fields and approval chains there is covered in the HR Management articles.
Configure custom fields or approval routing
- Open WorkspaceCustomization.
- On the HR Management card, click Configure custom fields or Configure approval routing.
- Make your changes in the new tab, inside HR Management.
What you may see instead
| On the page | Why |
|---|---|
| No customizable products yet | Your workspace has no product that supports customization, typically because it does not have HR Management. The hint explains that customization arrives with products like HCM. |
| Not deployed yet | The workspace has the product, but it is not reachable yet. The buttons are disabled. |
| Admins only | You are a member, not a Tenant Admin: "Customization is configured by workspace administrators." |
Getting HR Management onto the page
The list follows what your workspace has. Once HR Management is added to the workspace, its card appears here by itself; there is nothing to switch on. To add it, see Subscriptions. The fields and approval chains you build are stored inside HR Management, so they stay with that product and are not shared with other products.
Custom fields in Asset Management
The Asset Management System has its own custom fields, built into the product, and they do not appear on this page. You set them up inside Asset Management. See Custom fields.