Custom Fields
PurpletGo's standard offboarding record captures name, role, department, last working day, and offboarding type. Custom fields let you extend every record with whatever else your org needs to track - exit reason detail, severance notes, a badge-collected flag, an equipment serial number, and so on.
Custom fields are a Team and Enterprise plan feature.
Field types
| Type | Use cases | Notes |
|---|---|---|
| Text | Exit reason detail, notes, asset serial number | Free-form text |
| Number | Severance weeks, notice period days | Plain numeric input |
| Date | Garden leave end date, NDA expiry | Renders a date picker on the record |
| Select | Departure reason category | Renders as a real dropdown on the record. When creating the field, enter its options as a comma-separated list - that list becomes the dropdown's choices. Each option must be different (ignoring case), at most 100 characters, and a field can have up to 50 |
| Checkbox | PIIA signed, badge collected | Renders as a toggle |
Creating a custom field
Managing custom fields needs the Manage organisation settings permission: Admins and Super Admins by default, or any custom role that grants it. The Add Field, delete and restore controls in Settings → Custom Fields aren't shown to anyone else.
To create one: open Settings → Custom Fields, click Add Field, give it a label of up to 100 characters (this is also what shows up on the offboarding record), pick a type, and optionally mark it required. Click Create and it's live immediately. An organisation can have up to 50 active custom fields.
There's no way to edit a field's label or type from the settings page after it's created.
Deleting and restoring a field
Deleting a field (after you confirm) archives it rather than erasing it:
- it no longer appears on forms, and can't be filled in for new offboardings
- values already saved on offboarding records are kept, and still show on the employee's page under Custom Information, read-only and marked (archived field)
- it's listed under Deleted fields at the bottom of Settings → Custom Fields, where Restore brings it back with its values
A "Required" field is enforced when saving - trying to save an offboarding record with a required text, number, date, or select field left blank shows a "Missing required fields" error and blocks the save.
Filling in values
Custom field values live on the individual offboarding record, not on the field definition. Open a record's detail page, find the Custom Information card, and click the pencil icon to edit. Fields you haven't filled in yet show as a dash. Editing values requires Admin, Manager, or Superadmin access.
Using custom fields in PDF exports
Custom fields with a value are included in the Custom Fields section of the per-record PDF export - the Export PDF button on the offboarding record's own detail page, not a separate Reports destination. Fields left blank are omitted from the PDF rather than shown empty. Checkbox fields print as "Yes" or "No".
There's currently no CSV export of offboarding records, so custom fields don't appear in a spreadsheet format - only in the PDF.