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Using the “User” Custom-Field Type in Recruiterflow

Amogh Balikai avatar
Written by Amogh Balikai
Updated over a week ago

What is the User Custom Field type?

The User custom field lets you drop a searchable list of Recruiterflow users into any record (candidate, contact, job, placement, deal).


Instead of typing a name that can be misspelled, or that changes when someone leaves, you pick from the live user list.
The value is stored as the user’s name and picture, so reporting, automations and permissions stay rock-solid.

When should you use it?

Use-Case

Where to add the field

Why it rocks

Referred By (track internal referrals)

Candidate profile

You can maintain referral data very clearly to see how people are coming in your network.

Secondary Recruiter

Job

See who’s co-owning a search; split commission logic via recipes.

Onboarding Owner

Placement

So you know who is the correct teammate on start date.

How to create a “User” custom field

  1. Settings → Custom Fields

  2. Choose the object (Candidate, Job, Deal, etc.).

  3. Click New Field

  4. Give it a name (e.g., Referred By). Add:

    1. Custom field type

    2. Roles with edit permission

    3. Field category

    4. Description

    5. Visibility

  5. Click on Save.

That’s it! Every record now shows a dropdown of active RF users for that field.

Best Practices

  • Keep names clear: “Secondary Recruiter” beats “Recruiter 2.”

  • Review inactive users: When someone leaves, deactivate them so they no longer appear in the list.


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