Configure Extra Fields
Use Extra Fields to display custom Salesforce object fields in the Employee Hub and mobile app. Choose Extra Form Fields for existing forms or Extra Table Fields to define table columns.
Who can use this?
Salesforce Admins who manage fields and custom metadata in Salesforce Setup. Employees see the configured fields in the Employee Hub or mobile app.
Compare Extra Field types
| Type | Custom metadata type | Use it to |
|---|---|---|
| Extra Form Fields | flair__Extra_Form_Field__mdt | Add fields to an existing form, control conditional visibility, override requirements, or filter lookup options. |
| Extra Table Fields | flair__Extra_Table_Field__mdt | Define the complete column structure and order for a list or table, and the filters above it. |
Review supported objects
The form IDs for each object are listed in Review supported forms, and the table IDs in Review supported tables. Extra Fields support these objects:
| Object or feature | API name or scope |
|---|---|
| Expenses | flair__Expense__c and flair__Expense_Item__c |
| Absences | flair__Absence__c |
| Projects | flair__Project__c and flair__Project_Time_Entry__c |
| Time Entries | flair__Time_Entry__c and flair__Time_Entry_Change_Request__c; time entry forms and timesheet tables in the Employee Hub only |
| Shift Planner | flair__Shift__c; the shift side panel in the Employee Hub only |
| HelpDesk Tickets | flair__Ticket__c; the new ticket form and ticket details in the Employee Hub only |
| Candidates | flair__Candidate__c; candidate profiles in the Employee Hub only |
| Certificates | flair__Certificate_Association__c; certificate forms in the Employee Hub only |
| Inventory | flair__Inventory_Item__c; inventory side panel in the Employee Hub only |
| Employees | flair__Employee__c; the Directory and People overview tables and employee details in the Employee Hub |
| Absence Categories | flair__Absence_Category__c; the absence category form in Salesforce only |
Review where fields appear
| Surface | Availability |
|---|---|
| Employee Hub | Detailed views, forms, widgets, and tables for supported objects. |
| Mobile App | Absence request forms, expense forms, and expense details. |
| Salesforce | The absence category form only. |
Start configuring Extra Fields
- In Salesforce Setup, create the custom field on the target object, such as
flair__Expense__c. - For a form, create a Flair Extra Form Field custom metadata record.
- For a table, create a Flair Extra Table Field custom metadata record.
- Optional: Add a visibility condition to control when a form field appears.
- Optional: Add a lookup filter for a reference field.