The User custom field type lets you attach a Recruiterflow user to any record — candidate, contact, job, placement, or deal. Instead of typing a name freeform, your team picks from a live list of active users in the workspace. The value is stored as the user's name and profile picture, which keeps reporting, automations, and permissions reliable.
When to Use It
Use case | Where to add the field | What it enables |
Referred By | Candidate | Track which team member referred a candidate into your network |
Secondary Recruiter | Job | See who's co-owning a search; useful for split commission logic via Recipes |
Onboarding Owner | Placement | Know which teammate is responsible on a candidate's start date |
How to Create a User Custom Field
Go to Settings → Custom Fields.
Select the entity type (Candidate, Job, Placement, Deal, etc.).
Click New Field.
Give the field a name (e.g., Referred By or Secondary Recruiter).
Set Custom Field Type to User.
Configure any additional settings: roles with edit permission, field category, description, and visibility.
Click Save.
Once saved, every record of that type will show a searchable dropdown of active Recruiterflow users for that field.
Only active users appear in the dropdown. When someone leaves the team, deactivating their account removes them from all User field dropdowns going forward — their historical entries remain intact.
Things to Know
User fields work in Automations and Recipes — you can trigger actions or route records based on who's assigned to a User field.
The field supports filtering and reporting, so you can pull pipeline views or reports by any User field value.
Keep names descriptive and role-specific. "Secondary Recruiter" is clearer than "Recruiter 2."
If you need to track multiple users in the same field (e.g., a panel of interviewers), this field type holds one user per field — create separate fields or use a different approach for multi-user tracking.
Related Articles