Configuring standard field sets

Your organization can use the standard field sets to control which standard fields show on the case form. The standard field sets record is also used to define which fields are shown, editable, required, or populated with default values. By default, all standard fields are shown on the form.

Field sets show all options for employee and job applicant cases. If you use case management for both, you can create separate field sets for employee and job applicant cases.

  1. Select Administration > Setup.
  2. In the Primary pane, click Configurable Lists & Sets.
  3. Click Standard Field Sets.
  4. Double-click a standard field set.
    To create a new field set, click Create.
  5. Specify this information:
    Description
    Specify a description of the field set.
    Active
    Select this check box to make the field set available in the system.
    Default For New Topics
    Select this check box to apply this field set to new topics by default.
    Note: If you create separate field sets for employee and job applicant cases, you can designate only one standard field set as the default primary.
  6. On the Single Property Fields tab, fields that you can fill are displayed. To remove a field from the case form, clear the associated check box.
    Note: If candidate onboarding is not enabled for your organization, the Subject and Issue fields are displayed on the Single Property Fields tab.
  7. Click the Multi Property Fields tab, and specify this information:
    Display
    To remove a field from the case form, clear the associated check box
    Editable
    This applies to the Resolve on First Contact setting. Select this check box to make the field editable on the case form.
    Required
    Select if the field is always required or never required on the case form. For some fields, you can specify that the field is required when the case is closed.
    Default
    Select this setting to apply the field to the case form by default.
    Note: If candidate onboarding is enabled for your organization, the Subject and Issue fields are displayed on the Multi Property Fields tab. You can make the Subject and Issue fields optional.
  8. Click the Substatus Settings tab, and specify this information:
    Display
    To remove a field from the case form, clear the associated check box
    Editable
    This applies to the Resolve on First Contact setting. Select this check box to make the field editable on the case form.
    Required
    Select if the field is always required or never required on the case form. For some fields, you can specify that the field is required when the case is closed.
    Default
    Select this setting to apply the field to the case form by default.
  9. Click Save.