User-defined fields for organizations

If your company has the Organization Scoped UDF feature activated, you can use this feature to create user-defined fields associated to specific organizations,

If you do not have this feature activated, create user-defined fields on the General page under General Setupin System Management Module that allows performing suite-wide system management activities from a single, Web-based application, the Enterprise Manager..

Notes about user-defined fields

You can view user-defined fields when child organizations are selected, but you cannot edit them. User-defined fields can only be edited when the parent organization for which they were created is selected.
You can create user-defined fields for a child organization but they are not visible at the parent level.
The User Defined Fields page in User Management only displays user-defined fields for employees that belong to the organization (or child organization) to which the user-defined field is associated.
In previous releases, up to 10 user-defined fields for Interactions Product that assists contact centers increase operational effectiveness and improves the customer experience through full-time recording, powerful quality monitoring, compliance/liability management, rich reports, and an intuitive, dashboard-style interface. and Analytics could be created on the System Management, General, General Settings screen. If you are using the Organization Scoped UDF feature, user-defined fields set up for Interactions in a previous release are migrated to the root organization. Even if the root organization has more than 10 user-defined fields, only the 10 user-defined fields that were migrated are synched to Interactions.
In a SaaS environment, the service provider must enable any UDFs a tenant creates. UDFs that tenants create cannot be auto-populated into QM forms Tool used in the Interaction and Analytics application to evaluate employee performance, and to assess the interactions from the customer’s perspective..

Notes about user-defined fields migrated from Interactions and Analytics

The migrated user-defined fields are identified with an asterisk (*) on the User Defined Fields page in Organization Management Module in WFO that allows administrators to set up different hierarchies to manage users from a single, unified, Web interface.,
The user-defined fields are migrated from the previous versions of the product to the organization-scope feature version.
These 10 user-defined fields are always associated to the root organization.
Once these migrated fields are deleted, new special UDFs cannot be created in their place, and existing UDFs cannot be made special. Only delete these 10 fields if they are not used as follows:
- Used in Self-identification setup
- Modified or used in a CDMM migration
- Sent to QM to be used in designing evaluation Form used to review employee performance for a specific interaction, which evaluates proficiency in handling interactions and delivering services to a customer. forms
  
  If one or more of these special UDFs are deleted, the above three features can only be associated with the remaining special UDFs.
Employee filters only display user-defined fields associated with the organizations selected for the filter.