Introduction
Ledgy stakeholder custom fields are powerful company-wide data attributes that you define according to your specific needs. These fields exist on every stakeholder profile, allowing you to capture and track important information beyond standard details. With HR field mappings, you can seamlessly sync any field from your Human Resource Information System (HRIS) directly into Ledgy custom fields, ensuring data consistency across your systems.
Custom fields can be used as variables for document templating, in reports, as grid columns across the app, as "group by" options for your stakeholders in Ledgy, to customise your sync rules, and more.
Manage them (create, edit, delete, overview) from the Data Management page
Adding, editing and deleting custom fields in Ledgy
Adding, editing and deleting custom fields in Ledgy
How do I add a custom field?
Easy! Simply input the name of the custom field and save it, and watch it appear on each stakeholder in Stakeholders.
Nb. you will need the same field name to then use as a custom field variable, so please do not change it later!
Go to the Company Settings > Data Management page
In the Custom stakeholder fields panel click the "Add custom field" button
Enter the name of your custom field and then click Add field to save
What do the green tick icons on the custom fields mean?
The icons on Data Management indicate usage on your stakeholders.
No icon: this custom field has no values populated on stakeholders.
Green tick: this custom field has values populated through manual input (either on the stakeholder in-app, or via bulk excel edit) on stakeholders
Link: this custom field’s values are mapped via a HR field mapping
Can I delete the custom fields?
If the custom field is manually populated (it will show a tick in Data Management), it cannot be deleted unless the values are deleted from the stakeholder’s fields first.
If the custom field is linked to a HR field mapping, unlink in the configure screen and then delete the custom field.
How do custom fields appear on stakeholders?
The custom fields should appear under the Custom fields section of any stakeholder profile.
How do I enter custom field details for stakeholders?
Updating a single stakeholder profile
Go to the Stakeholders page
Select the "Edit" button next to the name of the Stakeholder you would like to add custom stakeholder details
Scroll down to the section "Custom fields" and enter the custom information of the stakeholder
Click Save once you've updated the fields.
Updating multiple profiles via Bulk Edit
Go to Stakeholders > Bulk Edit
Download the bulk edit template (natural for 'person' stakeholders or legal for legal entities)
The bulk import/edit file will show the custom fields as headings. Simply populate them and re-upload the import file.
You can now search for either the name of the field or its content, by typing the keyword in the search field of the Stakeholder table.
Can I use custom fields as variables?
Once the custom field is defined, you can use it as a variable in document templates. Follow the structure below to enter the information in your template accurately:
General structure: {stakeholder.customField}Example for Join Date: {stakeholder.Join Date} ⇒ Result: 28.02.2025