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Custom Fields

Custom fields refer to the fields that are used in dynamic objects. The admin can easily add them to the object using the drag-and-drop function. They are highly customizable and can be modified anytime in the field settings panel.

 

Note: The following actions can be performed in all the fields:

  • Edit the label name and description.
  • Select the description type (No description, Tooltip, Help text). 
  • Opt if there should be no duplicate value.
  • Mark the field as mandatory.
  • Set a default value in the field.

 

Title

A title refers to a person’s formal designation that precedes their name, indicating their social status, professional position, or respect. E.g., Mr., Mrs., Dr., Prof., etc. You can make the following edits in the ‘Title’ field:

  • Assign a default title, if required.
  • Set this field’s validation as full text (alphabets only), string (alphabets, numbers, & special characters), alphanumeric (alphabets & numbers only), or custom.
  • Limit the character count of the title.

Textbox

The textbox field can be used to capture any information in text format. You can rename the field name and use it according to your business functions. You can make the following edits in the ‘Textbox’ field:

  • Assign a default text in the textbox, if required.
  • Set the textbox’s validation as full text (alphabets only), string (alphabets, numbers, & special characters), alphanumeric (alphabets & numbers only), or custom.
  • Apply a character count limit for the textbox.

Name

The name field can be used to capture a name. You can make the following edits in the ‘Name’ field:

  • Customize the field as a prefix, middle name, last name, or suffix.
  • Set the maximum number of characters.

Phone Number

Record a necessary contact number relating to the object in this field. You can make the following edits in the ‘Phone Number’ field:

  • Choose to display country code, ISO code, and phone type.
  • Select the default country code to display.
  • Turn on phone number verification.

Rich Text

Rich text allows various formatting options such as bold, italics, underlining, strikethrough, hyperlinks, and other styling elements. It allows left, right, and center alignments and justifying text. Rich text also lets you intent text, and arrange them as ordered list. You can make the following edits in the ‘Rich Text’ field:

  • Set the textbox’s validation as full text (alphabets only), string (alphabets, numbers, & special characters), alphanumeric (alphabets & numbers only), or custom.
  • Choose a minimum and maximum input character limit.

Number

Input any number value related to your object in this field. For e.g., the number of employees, years of service, etc. You can make the following edits in the ‘Number’ field:

  • Specify the number of decimal places allowed to enter.
  • Set the validation type as a regex to customize what characters can be entered (a-z, 0-9, etc.).
  • Choose a minimum and maximum input character limit.

Currency

Use the currency field to capture any monetary value related to your business. For e.g., expected revenue, customer’s budget, etc. You can make the following edits in the ‘Currency’ field:

  • Specify the number of decimal places allowed to enter.
    Select the currency type to be displayed.
  • Set the validation type as a regex to customize what characters can be entered (a-z, 0-9, etc.).

Date

The date field can be used to capture any important date regarding the object. For e.g., follow-up date, date of first contact, etc. You can make the following edits in the ‘Date’ field:

  • Choose whether to display the date, date range, or days to select from.
  • Change the date format (DD/MM/YYYY, MM/DD/YYYY, etc.)
  • Select whether you want to include dates from the past or future in the calendar.
  • Choose the range of selectable days you want to display in the calendar.

Time

Record any important time stamps in this field. You can make the following edits in the ‘Time’ field:

  • Change the time format to a 12-hour or 24-hour format.
  • Select whether to display time or time range for the user to choose from.
  • Choose the range of days you want to allow the user to select time from.

Date and Time

You can either add the ‘Date’ and ‘Time’ fields separately or include the ‘Date and Time’ field to capture both in one go. All the actions mentioned above in the ‘Date’ and ‘Time’ fields can be performed in the ‘Date and Time’ field. 

Add a dropdown option in the user panel with options to choose from. Use the ‘Field Values’ cell to enter the dropdown menus, separated by the enter key. 

Multi-selector

Place a multi-selector in the object to enable the selection of multiple options from a predefined set of choices. 

Radio Button

Radio buttons simplify the selection of options by letting you choose one item from multiple options. They can also be used to represent binary choices (e.g., true/false, yes/no). 

Checkbox

Use the checkbox field to indicate the inclusion or exclusion of items in a list, or to check if a specific condition is satisfied or not. 

Upload File

Upload any important file relating to the object using this field. You can make the following edits in the ‘Upload File’ field:

  • Select which type of file you want to permit (image or document).
  • Choose which file types you support, to let the user know (JPG, JPEG, PNG, PDF, DOC, PPT, or XLS).
  • Display which file size unit you want to mention (KB or MB).
  • Set the maximum file size that you allow.

Progress Bar

The progress bar shows the progress of a lead, deal, or any other object in the module throughout their journey. You can make the following edits in the ‘Progress Bar’ field:

  • Choose to show the progression in numbers or percentages.
  • Add the components that make up the progress bar and choose customizable colors for each component.
  • Define what percentage of the progress bar each component comprises.
  • Add won/lost indicator for leads.
  • Choose to display the progress bar on top or bottom.

URL

Enable the ‘URL’ field to provide any important URLs. This can be useful for objects like leads, deals, HR management, etc. to provide important reference links. 

Address

Capture relevant addresses in detail using this field. You can make the following edits in the ‘Address’ field:

  • Allow address entry in either manual, geolocation-based, or standard format.
  • In manual format, you can type in the user’s address.
  • In geolocation format, you can search for and choose the user’s location from the field.
  • Under standard format, you will be presented with fields for address, country, city, state, and postal code.

Lookup

Easily migrate a field from another object using the ‘Lookup’ field. Simply select your desired existing module, object, and the respective fields using the dropdowns to implement them in the current object as well.