Customizing the global menu

• Editing the List View
  • Overview
  • Reordering the List Display
  • Showing/Hiding List Items
• Showing/Hiding Menus, Renaming Menus
• How to Edit Each Menu
  • "Menu Name" Tab
  • "List view" Tab
  • "Initial Display Settings" Tab
• Creating a Menu
• Record Background Color Settings

Editing the List View

*On the menu editing screen for each resource, loading of the "Fields to Display in List" section may be slow depending on network conditions.
If you save while this section is still loading (i.e., before any fields appear in "Fields to Display in List"), the list view will end up with no fields displayed. Please wait until loading finishes, or close the screen with Cancel and reopen the editing screen.

Overview

You can edit and reorder the list view from "Menu & List view" under Customize.

For example, if you want to edit the Job list view, click the pencil icon for Job.
 
 

○ Job List
 
 

Reordering the List Display

To reorder the list display, open the "List" tab and drag and drop items to move them.

Items shown higher up appear further to the left in the list view.
 
 

Once you have moved the items, click Save.
 

 

The list view display will change as shown below.
 
 

Showing/Hiding List Items

To display more fields, drag and drop them from "Fields" on the left to "Fields to Display in List" on the right.

You can also set fields from a higher-level resource, such as displaying Client fields on the Job list view.

You can also show a field on the list view only, even if that field is hidden on the detail view.

*Multi-Line-Text-type fields can also be set somewhere other than "Fields to Display in List." This is explained later.
 

Once you have moved the field, click Save.
 

The display will look like this.
 

Only Multi-Line-Text-type fields can also be displayed in "Fields to Display in Summary" instead of "Fields to Display in List."

"Fields to Display in Summary" provides a larger display area than "Fields to Display in List," making the content easier to check.

*The "Fields to Display in Summary" section is limited to Multi-Line-Text-type fields, with a maximum of 10 fields allowed.
 

This is what it will look like. The fields outlined in red are Multi-Line-Text-type fields (fields displayed in the summary).

*The Job / Candidate (Staff) list can also include the phase group of the Process. For details, please see this article.

To hide a field from the list, open the "List" tab, click the × icon, and save.
 

Showing/Hiding Menus, Renaming Menus

To show/hide or reorder items in the Global Menu, go to the Menu & List editing screen, drag and drop each menu to move it, and then click "Confirm Layout."

To rename a menu, click the pencil icon for that menu to open the editing screen.

Clicking the pencil icon for a menu also lets you edit the following settings:

• Menu name
• Menu theme (color-coding for each menu)
• Fields to display in the list view

How to Edit Each Menu

Click the pencil icon for the menu you want to edit.

"Menu Name" Tab

Set the menu name and menu theme here.

• Here, "menu name" refers to the name shown in the Global Menu (the black bar).
  Changing the menu name does not change the resource name.
  Names shown in places such as the sublist reflect the resource name, not the menu name.

• Using menu themes to color-code different menus, such as Job and Candidate, makes it easier to see at a glance which menu you currently have open.

"List View" Tab

For details on how to edit this, please see this section.

We also provide sample examples of what fields to display on the list view.

"Initial Display Settings" Tab

Initial display settings are available only for newly created menus.

For how to create a new menu, please see this section.

Creating a Menu

You can create multiple menus from a single resource, such as Job, Open Jobs, or Accepted Application Jobs.

For example, you could create a "Recruiting Jobs" menu that shows only jobs whose phase is Open.

Unlike saved search conditions, which apply per user, a menu applies to all users, so you can set one up to match your workflow and work more efficiently.

*This image shows the screen in Japanese.

To create a menu, please follow the steps below.

 

1. On the menu editing screen, click the "New" button to open a screen where you choose which menu to base the new one on. Select the menu to use as the base.
   *You cannot create a completely new menu from scratch.
   
   
    

2. The "Menu Name" tab opens. Enter a clear, easy-to-understand menu name and select a color for the menu theme.

   
    

3. Click the "List view" tab. Set the fields to display in the list view.
   
    
4. Click the "Initial Display Settings" tab. Set the initial condition for the displayed data and save.
   Only Option-type fields can be used as an initial condition.
   
    
5. The menu you created is initially hidden. Drag and drop it to the location where you want it displayed, then click "Confirm Layout."
   
    
6. A message appears once the process completes successfully. Click "OK."
   
    
7. Check the new menu.

• The original "Job" menu shows all data, including jobs with no phase set and jobs in phases other than Open.
  
   
• In contrast, the "Job Custon Menu" menu you created shows only data whose phase is Open.
  

Record Background Color Settings

On the list view, you can set the background color for records that meet a certain condition.

• While the color settings available on the list view apply per field (column), the record background color setting changes the color per record (row) whenever a record matches the condition you set.
• You can choose from three colors: pink, light blue, and gray.
• To configure this, go to Customize screen > Menu & List > pencil icon for the menu > "List" tab > "Color List Settings" button.
  
   
• You can set a condition based on only one field. You cannot combine multiple fields into a single condition.
  The field used as the condition must be a field that is "shown in the list view."
  The following field types can be used as a condition. No other field types are supported:
  　・ Option-type: You can set a color for each option.
  　・ Date-type (Date or Date-Time): You can set one of the following: "○ days or more have passed," "within ○ days (future)," or "within ○ days (past)."
  　・ Number-type / Currency-type / Age-type: You can set a numeric range using "from" and "to."

• This setting applies to all users' screens.
• If you save a condition using a different field for the same list, the previously set condition is canceled and removed.
• Only a field that is "shown in the list view" can be used as a condition. If you remove the field used as the condition from the list, the color will no longer be applied, but if you add that field back to the list, the color setting is applied again.
• If a record matches multiple conditions, the color from the condition lowest in the list is applied.
• If a data update changes whether a record matches a condition, the record's color is updated immediately.
• When you open the detail view, the color display on the detail view side takes priority.
• The [color-coded display for viewed data] feature does not apply to records that have the background color setting applied.
• On the matching results list, among records with the background color setting applied, any record that matches "Show matched" still displays the usual light gray background, as before.