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 | Currently behaves like a text field - there's no option list builder yet, so it's really just a plain input labelled as a select |
| Checkbox | PIIA signed, badge collected | Renders as a toggle |
Creating a custom field
Only Superadmins can manage custom fields - the Add Field and delete controls in Settings → Custom Fields aren't shown to other roles.
To create one: open Settings → Custom Fields, click Add Field, give it a label (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.
There's no way to edit a field's label or type after it's created, and no archive state - only delete. If you need to change something, delete the field and add a new one. Deleting a field removes it from the settings list; any values already saved on offboarding records stay in the database but are simply no longer shown, since there's no field definition left to display them against.
A "Required" field is enforced only as a badge in the settings list today - it doesn't currently block saving an offboarding record if left blank.
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 (Reports → Export). 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.