Custom Fields for HR Employess; Appraisals module?

Using my Dolibarr
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Dolibarr Environment
- Version: [9.0.3]
- Operating System: [CloudLinux - based on CentOS; kernel: 3.10.0-714.10.2.lve1.5.9.el7.x86_64]
- Web Server: [NginX, but server info in CPanel says: Apache 2.4.39]
- PHP: [5.6.40]
- MySQL version: [10.1.40-MariaDB]

Greetings Dolibarr Enthusiasts!
I just installed this fabulous script on a subdomain to play with so I can implement it at a small Marketing & Social Research (Survey2Go, Open Data Kit, KoboForm/KoboCollect, etc.) company where I manage all IT.

Questions:

  1. If using Dolibarr to manage our Human Resources, where would I add custom fields? For example: Education level, Languages spoken, etc.

  2. Every Field & Research employee takes part in our many research Projects. We have an Appraisals table where we have info like:
    Employee ID, ProjectNo, StartFieldDate, EndFieldDate, InterviewsConducted, InterviewsRejected, RatingsReliability (1-7), RatingsGeneralAppearance (1-7), RatingsEtc. (1-7), OverallRating (1-7), etc.
    Is it possible to create additional tables and relate them to other tables? Or would this require creating a custom module? Is it possible to add this to the HR module? In this “Apraisals” table, is it possible to have ProjectNo field as a hyperlink that links to the appropriate project in the Projects module?
    Just wondering. :unsure:

  3. The Director usually creates Quotations in Excel with all the company’s different variable costs which have row totals fields Ie. Transportation, Venue, etc.) that are simply formulas. Is this doable in Dolibarr Quotes module? :unsure: Similar to Quotations, we also have Budgets and Expenses for all Projects.

  4. For Assets, we have lots of mobile devices (tablets, smartfones, voice recorders, etc.) that are signed out by staff for particular projects. Again, is this doable in Dolibarr so that we can “see” which devices are loaned out to which employees for particular projects? :unsure:

Conclusion
I am truly impressed with Dolibarr so far. It is so easy to set up and use. If I can be absolutely sure that Dolibarr can effortlessly implement the above 4 scenarios which most Market ing & Social research companies in Africa revolve around, I will definitely push this software to all the clients (and potential clients) whom I deal with.

Many thanks for any replies. :cheer:

2

Ok, so I’ve taken a look at ExtraFields here:

I’ve also taken a look at Module CustomFields here:

And I’ve also taken a look at this link regarding Module Development since I would like to add a simple Appraisal table for staff/employee appraisals after a Project is completed. This info on the above link is exactly what I’m interested in:

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Questions:

  1. Does CustomFields replace ExtraFields or vice versa? :unsure:
    I’m a little bit confused here.

  2. Will Dolibarr 9.0.3 and later versions have any issues with future ugrades when using either CustomFields, ExtraFields or adding new tables via the Module Development?

Observations:
I find Dolibarr to be a fantastic ERP/CRM system after playing around with it for a few days. I see unlimited possibilities. Also, I can definitely see myself committing more time to learning this open source product and offering this as a viable business solution to many organizations I deal with.

However, more examples are needed to highlight how to add fields or tables to modules so that new users are comfortable in implementing their ideas. :happy:

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Hi,

I’m not a full expert but I’m trying to answer :

On User & Group module you can defined User Extra Fields

Need to deeply analyse that but sounds custom Module to me.

Of course you can do quotations in Dolibarr, you have also the Extra Filed Caculation type where you can enter formulas.

This is a custom module, there is some availlable on dolistore : https://www.dolistore.com/

ExrtraFields replace CustomFields in V4.0
Custom Fields was an aditional module. Extrafield is in the core.

CustomFileds is compatible for < 4.0, so you will definietely have troubles in V9. Etrafileds or adding tables are possible in V9.

@+

1 Like
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ksar, many thanks for your detailed reply above. I will investigate and move forward.
So I will ignore any articles on CustomFields and read more about ExtraFields since I’m using version 9.0.3 which I installed on a subdomain via CPanel.

As long as future Dolibarr upgrades from version 9.0.3 onwards don’t break any of my ExtraFields additions, I think I will dive in a little deeper into this versatile ERP/CRM system. :happy:

My biggest fear with using any software (open source or proprietary) in this category (ERP, CRM, etc.) is always the possibility of breaking something (via customization, etc.) and getting stuck not being able to upgrade. I usually try to adapt to the system as much as possible instead of trying to change it too much.

Kind regards!

5

Hi,

This is why ExtraField is good and powerfull, because it is in the core, so your customisation will be kept during the updrage’s
This will not be the case of external modules where you may need to check before upgrade

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