> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hotfix.jobs/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Product noun is jobs.
> MCP at https://rest.hotfix.jobs/mcp is the hiring contract for agents. Clients sign in with Hotfix; API keys are for HTTP only.
> Do not invent unpublished REST or hiring stats. Webhooks are set up in the app; there is no REST route or MCP tool to manage them.
> Do not mention Greenhouse, Ashby, Quick Apply, or claim.
> Creating a draft, offer, or booking link does not send email.

# Fields

> Track your own details on every application, ask candidates for them on apply forms, and use them in emails and offer letters.

Custom fields are details your team tracks on every application, like a salary expectation or who referred someone. You set them up once for your company under **Settings** > **Fields**. Owners and Admins see this page.

Each field can:

* Show on every candidate record, where your team fills it in. See [Custom fields on the record](/help/candidate-record#custom-fields).
* Be asked as a question on your apply forms, so candidates answer it.
* Fill in as a token in email templates and offer letters.
* Filter the inbox. See [Filter by a custom field](/help/inbox#filter-by-a-custom-field).

## The fields list

Each row shows the field's **Name** and icon, its **Type**, and its **Use**:

* **Team and candidates** means it's offered on apply forms.
* **Team only** means only your team fills it in.

The list shows 20 fields per page. Your company can have up to 50 fields. At 50, **New field** is grayed out.

<Frame>
  <img src="https://mintcdn.com/hotfix/y9HLY1uUkJ4veGFS/images/help/fields.png?fit=max&auto=format&n=y9HLY1uUkJ4veGFS&q=85&s=05c3887ac7d8e62ed0b4d42820b67970" alt="The Fields page listing each field with its type and where it's used" width="1800" height="1125" data-path="images/help/fields.png" />
</Frame>

## Fields you start with

Your company starts with four fields. Edit or delete them like any other.

| Field | Type | Use |
| - | - | - |
| **Salary expectation** | Currency | Team and candidates |
| **Earliest start date** | Date | Team and candidates |
| **Willing to relocate** | Yes / no | Team and candidates |
| **Referred by** | Team member | Team only |

A starting field you delete doesn't come back.

## Create a field

<Steps>
  <Step title="Click New field">
    Go to **Settings** > **Fields** and click **New field**. The **New field**
    panel opens on the right.
  </Step>

  <Step title="Pick a type">
    Under **Type**, pick one. Each type says what it holds, with an example.
    See [Field types](#field-types). You can't change the type after you save.
  </Step>

  <Step title="Name it">
    Type a **Name**, up to 60 characters. Each field needs a different name.
    A **Currency** field also asks for its currency, and a **Select** for its
    options.
  </Step>

  <Step title="Pick an icon (optional)">
    Click the button left of the name to pick an icon. The first one is the
    type's own icon, used when you don't pick one.
  </Step>

  <Step title="Choose where it's used">
    Check the boxes under **Used in**. See [Used in](#used-in).
  </Step>

  <Step title="Check the preview">
    **Preview** shows the field's line on a candidate's record, with a sample
    value. With **Apply forms** checked, it also shows the question as
    candidates will see it.
  </Step>

  <Step title="Add it">Click **Add field**.</Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/hotfix/y9HLY1uUkJ4veGFS/images/help/field-editor.png?fit=max&auto=format&n=y9HLY1uUkJ4veGFS&q=85&s=ebcb84c3511a6b92ae1a84c4b1b60879" alt="The New field panel for a Skills multi-select, with its options, where it's used, and a preview of the record line and the apply question" width="1800" height="1125" data-path="images/help/field-editor.png" />
</Frame>

## Field types

| Type | Holds | Extra settings |
| - | - | - |
| **Short text** | Any text, up to 500 characters | None |
| **Number** | A number | None |
| **Currency** | An amount | **Currency**: USD, EUR, GBP, CAD, or AUD. Starts as USD. |
| **Date** | A day | None |
| **Yes / no** | Yes or No | None |
| **Select** | One option from a list | **Options**: 2 to 20, each different, up to 80 characters |
| **Multi-select** | Any number of options from a list | **Options**: 2 to 20, each different, up to 80 characters |
| **Team member** | One of your teammates | None. Your team fills it in. It can't be asked on apply forms or used as a token. |

Every value in a **Currency** field is in the field's currency. Amounts are never converted.

For a **Select** or **Multi-select**, click **Add option** for another option, or press **Enter** in the last one. Click the **x** next to an option to remove it; there are always at least two. To change the order the record and apply form list them in, drag an option by its handle, or focus the handle and use the up and down arrow keys.

On a candidate record, a **Multi-select** shows the chosen options, like **Python, Rust**. Click it and check or uncheck options; the change saves when the menu closes. On an apply form, candidates check every option that applies. In a token, the options read the same way, separated by commas.

## Used in

| Option | What it does |
| - | - |
| **Apply forms** | Candidates can answer it. Add it to a job's application to ask it. You can add **Help text**, up to 200 characters, shown under the question. |
| **Email templates** | Offers the field as a token in email templates. The panel shows the token, like `{{field.salary_expectation}}`, once the field has a name. |
| **Offer letters** | Offers the field as a token in offer letters, the same way. |

**Used in** doesn't show for a **Team member** field.

### Ask it on an apply form

Checking **Apply forms** doesn't add the question to any job by itself. Open a job, go to **Application** > **Questions**, click **Add question**, and pick the field under **From your fields**. See [Questions](/help/post-a-job#questions).

The candidate's answer fills the field on their application. A small person icon on the record shows the value is still their own answer.

### Use it as a token

Once **Email templates** or **Offer letters** is checked, the field shows under **Fields** in the **Insert token** menu. It fills in with the candidate's value, or blank when they have none. See [Templates](/help/templates#your-own-fields-as-tokens) and [Send offers](/help/offers#use-your-own-fields).

## What Hotfix checks in a name

Hotfix won't save a field that asks about a protected characteristic, like age, gender, race, religion, disability, or veteran status. Use the equal opportunity survey under **Settings** > **Apply** instead. See [Apply settings](/help/apply-settings).

Hotfix warns you, but still lets you save, when:

* The name asks about current or past pay. Some states and cities ban asking about it.
* The name matches something Hotfix already tracks, like source, status, assignee, notes, resume, or phone.

## Edit a field

Click the field, or click **⋯** on its row and pick **Edit**. Make your changes and click **Save**.

You can change the name, icon, options, currency, help text, and **Used in**. The type shows at the top but can't be changed. To use a different type, create a new field. A field keeps its token when you rename it.

* Renaming a field or an option keeps every value already saved.
* Removing an option from a **Select** or **Multi-select** takes it off every application that had it. A select left without a value is cleared.
* Unchecking **Apply forms** takes the question off every job's application. Values already saved stay on the record.

## Reorder fields

Click **⋯** on a row and pick **Move up** or **Move down**. Fields show in this order on the candidate record.

## Delete a field

Click **⋯** on the row and pick **Delete**. The field is deleted right away, with no confirmation.

Deleting a field:

* Removes its value from every application.
* Removes its question from every job's application.
* Keeps past changes to it in each record's activity feed.

This can't be undone.

## Related

* [Candidate record](/help/candidate-record#custom-fields)
* [Inbox](/help/inbox#filter-by-a-custom-field)
* [Post a job](/help/post-a-job#questions)
* [Templates](/help/templates)
* [Send offers](/help/offers)


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