Once custom fields are defined, the values need a place to live and a workflow for updates. ActiveManage exposes three editing surfaces: self-service, admin bulk edit, and CSV import.
Self-Service Editing
Users open their profile page; visible-and-editable custom fields appear in a “More about you” section beneath the standard fields. Changes save immediately or on click of a Save button, depending on the form's configuration.
Admin Editing
Administrators can edit any user's custom fields from the user record page. Field-level audit trail captures who changed what and when.
Bulk Editing
For an HR migration or annual review, bulk edit is fastest:
- Open Users, filter to the target set, and select all.
- Click Bulk Edit and choose the custom field(s) to update.
- Set the new value(s) and apply.
CSV Import
For a complete refresh from an HRIS, export the user list, edit in a spreadsheet, and re-import with the “Update custom fields by user_id” option.
Worked Examples
- Office move: 200 users transferred from “London Bridge” to “Liverpool Street”. Filter by current office, bulk edit, change value.
- HR onboarding: New hire fills in their date of birth and dietary requirements on first login. Custom fields are marked required so they cannot skip.
- CRM sync: A nightly task imports the external CRM ID for all users into a hidden custom field so reports can join across systems.
Note: Editing a custom field with a validation rule (e.g. regex on a postcode) re-runs the rule on save. Bulk imports can fail per-row — review the error report after each import.