Customizing Options

*This page was machine-translated from Japanese and may contain inaccuracies.

• Overview
• Creating a New Option Master
  • Creating a New Option Master
  • Adding New Options
• Searching for an Option Master
• Editing an Option Master
  • Adding a New Option
  • Deleting an Option
  • Changing an Option's Name
  • Hiding an Option
  • Changing the Order of Options
• Bulk Editing Options
  • What You Can Update via Bulk Editing
  • Steps
  • Data Format for Copying and Pasting
  • Error Checks When Pasting and Saving
• Deleting an Option Master
• Points to Note When Deleting or Hiding Options

Overview

In PORTERS, "fields" and "options" exist independently of each other, so options created for Field A can also be used for a different Field B.

For example, as shown in the image below, the same "Region (Japan)" options can be used for the job posting field "Work Location" and the Candidate field "Desired Work Location".

*"Phase" is an Option-type field, but because it has progress control functionality, it is managed separately from option editing.
For details, please see Customization: Phase.

* Options can be set up to 2 levels. They cannot be changed to 3 levels.

* An option at the 1st level cannot be changed to the 2nd level, and vice versa.

To create a new Option Master, or to add, edit, or delete options, go to the "Edit" screen for "Options" on the customization screen.
 

*This image shows the screen in Japanese.

Creating a New Option Master

Creating a New Option Master

To create a new Option Master, click the "+Add New" button at the top of the list.

*This image shows the screen in Japanese.

First, give the Option Master a name for internal management purposes, and save it.
This name is not used as an actual option.

Adding New Options

Next, to create the actual options, click "+Add New".
* For how to register options in bulk, see Bulk Editing Options.
 

Enter a name for the 1st-level option and save it.
Repeat this step to create as many options as needed.

If you want to set up 2 levels of options, first create the 1st-level option, then click "+Add New".

From the "Parent Option" dropdown, select which 1st-level option the new option should be created under.

Once you have selected a parent option, enter a name for the 2nd-level option and save it.

Once you have finished creating the options, check the displayed content and save.

* Please note that clicking Cancel will discard all settings made up to that point. We recommend saving your work frequently.

The newly created Option Master appears at the bottom of the list.

Searching for an Option Master

You can search for an Option Master using part of its name.
To clear a filtered search, click "Clear all conditions", or delete the search text entered in "Name".

*This image shows the screen in Japanese.

For example, if you want to add an option to a field used on a job posting, first go to:
Customization screen > Job Posting "Detail View / Fields" > click the pencil icon for the relevant field, and check the name of the Option Master set in "Options".
Then search for the Option Master using that name.
 

*This image shows the screen in Japanese.

Editing an Option Master

To add new options to an existing Option Master, or to edit existing options, click the pencil icon for the relevant Option Master.

Adding a New Option

Please see Adding New Options for the steps.

Deleting an Option

To delete an existing option, click the trash can icon on the left side of the relevant option.
If the options have 2 levels and you want to delete a 1st-level (parent) option along with its child options, deleting the 1st-level option will delete all of them at once.

Confirm that the option has been deleted, and save.
* Please note that clicking Cancel will discard all settings made up to that point.

Changing an Option's Name

To change the name of an existing option, click the pencil icon for the relevant option.

The edit screen will open. Change the name and save.

Once you have confirmed that the change has been applied, save.
* Please note that clicking Cancel will discard all settings made up to that point.

Hiding an Option

If you don't want to delete an existing option, but want to hide it so it can no longer be selected, click the pencil icon for the relevant option.

Check the "Hide" checkbox and save.

Confirm that "Hidden" is displayed to the right of the option, and save.
* Please note that clicking Cancel will discard all settings made up to that point.

Reordering Options

You can drag and drop to reorder options within the same level — 1st-level options among themselves, and 2nd-level options among themselves.
However, you cannot swap a 1st-level option with a 2nd-level option.

* Even if you try to change the parent option from the option's edit button, you cannot do so because it is grayed out.
　To change the parent option of a 2nd-level option, use drag and drop to swap it instead.

*This image shows the screen in Japanese.

Once you have confirmed that the option order has been changed, save.
* Please note that clicking Cancel will discard all settings made up to that point.
 

*This image shows the screen in Japanese.

 

Bulk Editing Options

You can edit options in Excel and update them all at once.

What You Can Update via Bulk Editing

• Adding options
• Changing option names
• Changing the order
• Deleting options
  　* No warning message is shown when an option is deleted using this procedure.
  　　Please double-check carefully to avoid accidentally deleting options, and proceed with caution.

Steps

From the screen for creating a new Option Master, or the screen opened via the pencil icon on an Option Master, click the "Bulk Register" or "Bulk Edit" button.
 

*This image shows the screen in Japanese.
　

The "Bulk Edit Options" screen will open.
Click "Copy to Clipboard" and paste the data into Excel.

* We strongly recommend keeping the Excel data immediately after pasting (i.e., the option information before any changes) as a backup, in case you make an unintended change.
 

*This image shows the screen in Japanese.

Edit the options in Excel, such as correcting or adding option names.
Copy the data from Excel and click the "Paste" button to paste it into the updated settings screen.
Clicking "Reset" clears the pasted content.
Once everything looks correct, click Save.
 

*This image shows the screen in Japanese.

Data Format for Copying and Pasting

◇ Header row

◇ Example data rows

• For a 1st-level option: leave "Parent Option Name" and "Parent Option Alias" blank.
• For a 2nd-level option: enter the corresponding 1st-level values in "Parent Option Name" and "Parent Option Alias".
• To add an option, add a row.
• To delete an option, delete the row.
• To change a name, edit the contents of the name cell.
• To change the order, swap the order of the rows.

Error Checks When Pasting and Saving

Error checks are performed in two stages: immediately after pasting, and when saving.

*This image shows the screen in Japanese.

◇ Error checks when pasting

◇ Error checks when saving

◇ Cases that do not result in an error

• If extra data exists from the 4th column onward when pasting, that data is excluded and not saved. As long as columns 1-3 are valid, no error occurs.
• If a row has all columns blank, it is skipped and does not cause an error.
• Duplicate names within the same level do not cause an error, as long as the aliases are different.

Deleting an Option Master

If you want to delete an entire Option Master, rather than just an individual option, go to the Option Master list screen and click the trash can icon for the relevant Option Master.

A confirmation message will be displayed. Click "Yes".
Once the deletion is complete, the Option Master will no longer appear in the list.

If the Option Master is being used by any field, you will see the error "This option is used by a field and cannot be deleted."

* This error also occurs if the Master is used by a hidden field.

If this error occurs, please check which fields are using the Option Master.
If a field is no longer needed, delete the field and try deleting the Option Master again.

* Please note that any data already registered will also be deleted.

Points to Note When Deleting or Hiding Options

Important!

Deleting or hiding an option does not immediately or automatically update the information (field values) already held by existing resource data. (In other words, information indicating that the option was registered may still remain internally.)
This may lead to unexpected display or behavior. Before performing this operation, please be sure to check how the relevant option is being used, and perform any necessary maintenance on the PORTERS database in advance if needed.

Below are some examples of inconvenient behavior that may occur if you delete or hide an option that is registered in the database.

• On the search condition edit screen,
  　you cannot specify a [hidden option] or [deleted option] as a filter condition.
• When loading an existing "My Search Condition" or "Shared Search Condition",
  　[hidden options] and [deleted options] will no longer be considered as filter conditions.
   
• On list screens, [hidden options] and [deleted options] registered on records
  　will not be displayed.
  　As a result, they also cannot be specified as filter conditions.
• On detail screens, [hidden options] and [deleted options] registered on records
  　may still be displayed.
   
• In reports, when specifying extraction criteria, [hidden options] can be specified as a filter condition,
  　but [deleted options] cannot be used as a filter condition.
• However, when loading an existing report,
  　[hidden options] or [deleted options] previously specified as extraction criteria will still be reflected in the result.
  　(You can remove them from the conditions by modifying and running the filter condition for the relevant Option-type field in the extraction criteria.)
• On the report results screen and in exported CSV files,
  　the fact that a [hidden option] or [deleted option] is registered will be reflected.
   
• In exported CSV files from Export,
  　the fact that a [hidden option] is registered will be reflected.
   
• For the API, in Read requests,
  　the fact that a [hidden option] or [deleted option] is registered will be reflected.
• Therefore, in any application that uses the API,
  　for example, when performing an action that reads information from a specific record,
  　it is quite possible that the application will behave as though a [hidden option] or [deleted option] is still registered.

Note that by accessing the record's edit screen in PORTERS and saving it again, you can remove the information indicating that a [hidden option] or [deleted option] had been registered on that record.
If you want to achieve the same effect in bulk for a large number of records, please consider using an import to perform maintenance (overwriting the values of the relevant field).

Also, please be aware that, in addition to the above, this may trigger unexpected errors or behavior in various applications in operational use.
Reloading the PORTERS customization information in the app's settings/admin screen, or reconfiguring the settings related to the relevant option or the fields that use it, may help prevent such situations.