Create custom fields for SharePoint Online

Note: SharePoint does not change these attributes immediately, it’s necessary to spend a few moments to create the new fields and then to crawl your SharePoint People Search. You must have the Information on your Delve Directory is correct otherwise, it will cause unexpected behaviors.

We’ll create a boolean field for the Profile information and for Yes/No for the Managed Properties.

  • Log in as a global admin or SharePoint admin;
  • Select the app launcher icon in the upper-left corner and choose Admin to open the Office 365 Administrator center;
  • On the left pane, choose Admin centers and then SharePoint;

The first step is to create a new property for the User Profiles. On your SharePoint Admin center go to User Profiles -> Manage User Properties and click to add a New Property.

User_property.png

On this new property you need to, at a minimum, have the fields below inserted:

  • Property Settings > Name (eg. ActivePeople)
  • Property Settings > Type > Boolean
  • Policy Settings > Default Privacy Setting: Everyone
  • Edit Settings > Allow users to edit values for this property
  • Display Settings > Show on the Edit Details page
  • Display Settings > Show in the profile properties section of the user's profile page
  • Search Settings > Indexed

Click on OK to insert this field on your Delve Directory.

Now, it is required to change the Delve custom field created.

  1. Go the app launcher icon in the upper-left corner and choose Delve.
  2. Click on the user profile that you want to edit and then Update the Profile.Delve_update.png
  3. Go to Additional information and Edit the property created earlier (eg. ActivePeople)
  4. This will open a new window with the user information and then you click on the 3 dots (…) and select Custom Properties.Edit_details.png
  5. Check the option for the Active Employ and then Save All and close.

Note: To perform the next steps you will need to allow time for the new Profile Property you created to be crawled.

We’ll now create a Managed Property in your SharePoint admin center so that we can connect later to the User Property. Go to Search -> Manage Search Schema and click to add a New Managed Property.

Managed_property.png

On this new property, the fields below, at a minimum, must be valid:

  1. Name and description
    • Name (eg. ActiveEmployProperty)
  2. Type (For SharePoint Online only 2 options available, check the link Manage User Profiles in the More information section).
  3. Main characteristics:
    • Searchable
    • Queryable
    • Retrievable 
    • Click Advanced Searchable Settings:
      1. Full-text index: Peopleldx
      2. Weight group: Context 0
    • Mappings to crawled properties:
      • Add the created field for User Profiles. (eg. ActiveEmploy)
  4. Click Ok to create this property.

Verify the image below is an example of what you should see during this configuration phase.

Managed_property_final_result.png

If everything is properly mapped and the property of the user edited, then it is time to set the BindTuning Web Part to grab this custom field.

  1. Insert the BindTuning People Web Part to a page.
  2. Go to the Web Part Properties
  3. Click Advanced Search
  4. In the Query put the value you’ve created in the Search Schema. (eg. ActiveEmployProperty:true)

People_configuration.png

You have completed all of the steps to create and activate custom fields for SharePoint Online. Please note that SharePoint does take some time to crawl the People Search Web Part. If you have any further difficulties, please contact our support desk.

More Information:

 

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