Your custom fields can now drive workflows and dynamic teams

Your custom fields can now drive workflows and dynamic teams.

Department, Cost centre, Contractor, Start date: whatever custom fields you keep on your people, you can now use them as conditions in Workflows and Dynamic Teams, right alongside Position, Role, Manager, Country and State.

The problem we've solved

Custom fields exist because the standard people fields don't describe every organisation. Until now, though, the two places that act on a person's details could only see those standard fields.

So if you wanted "everyone in the Clinical department gets the Clinical induction", you had two options. Stuff the department into Position, or maintain a static team by hand and hope nobody forgot to update it. Neither scales, and both drift.

Now the field you already keep up to date can do the work.

How it works

Open the condition list in a Workflow or a Dynamic Team and your custom fields sit under their own Custom fields heading. Each field type gets the options that suit it:

• Text: equals, is any of, contains, is not
• Dropdown: equals, is any of, is not
• Yes/No: is Yes or No
• Number: equals, is any of, and greater or less than comparisons
• Date: is on, is before, is after

Workflows that start when a person joins, their profile is updated or they're added to a team can all use custom field conditions. Profile is updated now also runs when only a custom field changes, so editing someone's Department in SuperPath, or through your HR sync, is enough to set it off.

Date cohorts that keep themselves current

Dynamic Teams get one extra trick for date fields: a rolling window. Build a team of everyone whose Start date is within the last 30 days and it updates itself every day. New starters join automatically and drop out when the window passes, with nothing for you to maintain.

Where it earns its place

• Assign the right induction the moment someone's Department is set
• Send contractors their safety course as soon as they join
• Keep a live new starters team for onboarding check-ins and reporting
• Keep a team of everyone whose Licence expiry date is within the next 60 days

Worth knowing

• Custom field conditions work on the three people triggers only, not on completion triggers
• Rolling date windows are for Dynamic Teams; Workflows use fixed dates
• File fields can't be used as conditions
• People only see the custom fields their access level allows when building a rule
• A field can't be deleted while a workflow or team still uses it. SuperPath shows you which ones do
• The AI Assistant can't build custom field conditions yet, so add those in Settings, Workflows

Full details are in How to Use Custom Fields in Workflows and Dynamic Teams.