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Extra Fields

Extra Fields is a powerful customization feature that allows you to add your own custom Salesforce object fields to the Employee Hub and the Mobile App. This feature enables you to extend flair's functionality with organization-specific fields.

What Are Extra Fields?​

Extra Fields are custom object fields that you create in Salesforce and configure to display in flair's Employee Hub. They allow you to:

  • Add custom fields to forms and tables in the Employee Hub
  • Control field visibility based on conditions like record types, form values, or context parameters
  • Customize lookup references with dynamic SOQL filters
  • Override field requirements independently of Salesforce field settings
  • Define table structures for list views and detailed views

Key Concepts​

Extra Fields come in two main types:

Extra Form Fields​

Extra Form Fields (flair__Extra_Form_Field__mdt) define additional fields that appear in forms. They add fields to existing forms without replacing the default field set.

  • Use for: Adding custom fields to expense forms, absence request forms, project forms, etc.
  • Best for: Fields that need conditional visibility or custom validation rules

Extra Table Fields​

Extra Table Fields (flair__Extra_Table_Field__mdt) define the complete table structure for list views. They control which columns appear and in what order.

  • Use for: Customizing table columns in absence lists, expense lists, project lists, etc.
  • Best for: Controlling what information is visible in list views

Supported Objects​

Currently, Extra Fields support the following Salesforce objects:

  • Expenses (flair__Expense__c)
  • Absences (flair__Absence__c)
  • Projects (flair__Project__c) and (flair__Project_Time_Entry__c)

Where Are Extra Fields Displayed?​

Currently, Extra Fields are displayed in:

  • Employee Hub - Detailed views and forms
  • Mobile App - Absences
  • Future support planned: - Salesforce Custom Views

Getting Started​

To start using Extra Fields:

  1. Create your custom field in Salesforce on the target object (e.g., flair__Expense__c)
  2. Configure the Extra Field using Custom Metadata Types:
    • For forms: Create a Flair Extra Form Field record
    • For tables: Create a Flair Extra Table Field record
  3. Set visibility conditions (optional) to control when fields appear
  4. Configure lookup filters (optional) for reference fields

Next Steps​