Custom Fields
Onboarding Guide
- Prerequisite before installing
- Installation
- Load Defaults
- Assign License
- Permission Set Assignment
- Enable Topics
- Setup Teams and Team Members
- Setup Periods
- General Settings
- Hub Default Settings
- Risk Colour Settings
- Default Settings
- Custom Fields
- Sobject/KPI Objects
- OKRify Settings
- Setup Email Notification
- Creating Calendar Event and Updating Meeting
Additional Setup Instructions
OKRify provides the ability to add custom fields in Objective and Key Results in Create OKR Screen.
To add a new field to OKR screen create the field as a custom field in Objective or Key Result Object. Any field (except Long Text Type fields) in the Objective or Key Result object can be added to Create OKR screen.
To add a field to Objective area in Create OKR, enter the API name of the custom field in Objective_Custom_Field1 or Objective_Custom_Field2 and Select the size of the field and if the field is required or not.
To add a field to Key Result in Create OKR, enter the API name of the custom field created in KR_Custom_Field1 or KR_Custom_Field2 and if the field is required or not.