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Configure Extra Table Fields

Use Extra Table Fields to define the complete column structure for supported Employee Hub tables. Configure each column with flair__Extra_Table_Field__mdt.

Who can use this?

Salesforce Admins who manage fields and the Flair Extra Table Field custom metadata type in Salesforce Setup. Employees see the columns in the Employee Hub.

Before you begin

  • Create the Salesforce field before adding it as a table column, unless you use a supported $custom column.
  • Record the object's API name and the field's API name.
  • Identify the table ID when the column should appear in one table only.

Review supported tables

TableTable ID
My Absencesflair__Absence__c.MyAbsences
Manager Absencesflair__Absence__c.ManagerAbsences
My Expensesflair__Expense__c.MyExpenses
Manager Expensesflair__Expense__c.ManagerExpenses
Directoryflair__Employee__c.Directory
Time Tracking History & Overtime (employee)flair__Time_Entry__c.HistoryEmployee
Time Management timesheets (manager)flair__Time_Entry__c.ControllingManager

The two time-entry tables behave differently from the others: their columns are off by default. Each person turns them on per table with the gear icon above the table, under Customize columns. Values are shown per day, so when a day has several time entries the distinct values are listed together in one cell.

Create an Extra Table Field

  1. In Salesforce Setup, enter Custom Metadata Types in Quick Find.

  2. Open Custom Metadata Types.

  3. Next to Flair Extra Table Field, click Manage Records.

  4. Optional: Under View, filter the existing records by object, such as Absence or Expense.

    Extra Table Fields custom metadata records

  5. Click New.

  6. In Object API Name, enter the target object, such as flair__Absence__c or flair__Expense__c.

  7. In Field API Name, enter the field or supported $custom column.

  8. Configure any optional settings in Review Extra Table Field settings.

  9. Click Save.

    Extra Table Field custom metadata record with column settings

Review Extra Table Field settings

SettingWhat it does
Object API NameIdentifies the Salesforce object. This setting is required.
Field API NameIdentifies the field or $custom value to display. This setting is required.
ActiveShows the column. Clear it to hide the column without deleting the metadata record.
Table IdLimits the column to one table. Leave it empty to show the column in every supported table for the object.
PositionSets the left-to-right order. Lower numbers appear first; the typical range is 0 through 9.
Column TitleOverrides the field label in the table header. Leave it empty to use the Salesforce field label.

Assign a unique Position to each column for predictable ordering. Fields with the same position can appear in an undefined order.

Use a $custom column

$custom columns are computed or special Employee Hub values that do not exist as Salesforce fields.

ObjectField API NameValue
Absence$custom.nameAbsence name or title.
Absence$custom.absenceCategoryAbsence category.
Absence$custom.approverApprover information.
Absence$custom.commentsComments.
Absence$custom.employeeEmployee information.
Absence$custom.loomLoom video link.
Expense$custom.commentsComments.

For example, to show employees in Manager Absences, configure these values:

SettingValue
Field API Name$custom.employee
Object API Nameflair__Absence__c
Table Idflair__Absence__c.ManagerAbsences

Configure columns for specific tables

Use Table Id when two tables of the same object need different columns, such as My Absences and Manager Absences, or the employee History & Overtime and manager Time Management timesheets.

For My Absences, create a record with these values:

SettingValue
Object API Nameflair__Absence__c
Field API Nameflair__Amount__c
Table Idflair__Absence__c.MyAbsences
Position3

For Manager Absences, create another record:

SettingValue
Object API Nameflair__Absence__c
Field API Nameflair__Approval_Status__c
Table Idflair__Absence__c.ManagerAbsences
Position3

To show a time-entry field to employees only, and not to managers:

SettingValue
Object API Nameflair__Time_Entry__c
Field API Nameflair__Onsite_or_Home_Office__c
Table Idflair__Time_Entry__c.HistoryEmployee
Position3

Add a standard Salesforce field

Standard Salesforce fields such as CreatedDate can also appear in an Employee Hub table. For example:

SettingValue
Object API Nameflair__Absence__c
Field API NameCreatedDate
Position9
Column TitleCreated Date or empty

Troubleshooting

A column does not appear

  1. Confirm that Active is selected.
  2. Confirm that Object API Name and Field API Name use API names, not labels.
  3. Confirm that the Salesforce field exists or that the $custom value is supported.
  4. Confirm that Table Id matches the displayed table.
  5. In a time-entry table, confirm that the column is enabled under Customize columns, and expand a week to see the daily values.