Custom Fields

Custom Fields are user-defined fields used within Dynamic Objects to capture specific data based on unique business needs. These fields can be easily added to an object using a drag-and-drop interface, offering a flexible and intuitive setup process. Custom fields are used to build dynamic modules inside Office24by7, the best CRM software in the market.

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

The Title field is used to capture a person’s formal designation that typically appears before their name, indicating social status, professional role, or a mark of respect (e.g., Mr., Mrs., Dr., Prof., etc.).

You can configure the following settings:

Set a predefined title to appear by default, if needed.

Specify how the input should be validated.

Full Text: Allows alphabets, numbers, and special characters
String: Allows alphabets and numbers only, excluding special characters
Alphanumeric: Allows only alphabets and numbers
Custom: Define your own validation rules

Set a maximum character count to control input length.

Textbox

The Text Box field can be renamed and repurposed to capture any additional user information that doesn’t fall under predefined fields. It offers flexible customization to suit your data collection needs.

You can configure the following settings:

Define how the input should be validated:

Full Text: Allows alphabets, numbers, and special characters
String: Allows alphabets and numbers only, excluding special characters
Alphanumeric: Allows only alphabets and numbers
Custom: Set your own validation rules using custom criteria

Set a minimum number of characters
Set a maximum number of characters

Name

The Name field allows you to capture specific parts of a user’s name, such as first name, middle name, last name, prefix, or suffix, based on your data requirements.

You can customize the following settings for this field:

Define the name component you want to capture (e.g., Prefix, First Name, Middle Name, Last Name, Suffix).

Specify how the input should be validated:

Full Text: Allows alphabets, numbers, and special characters
String: Allows alphabets and numbers only, excluding special characters
Alphanumeric: Allows only alphabets and numbers
Custom: Set your own validation rules using custom criteria

Set a character to separate different name components, if needed.

Set a minimum number of characters
Set a maximum number of characters

Phone

The Phone field is used to capture any necessary phone number. This field supports various configuration options.

You can customize the following settings:

Country Code (mandatory)
Mobile Number (mandatory)
ISO Code (mandatory)
Number Type (e.g., mobile, landline)

Choose the desired separator for number formatting.

Enable OTP-based verification to validate the mobile number.

Select the country names that should be available for user selection.

Set a default country code for easier input.

Apply a custom regular expression for advanced validation rules.

Test sample numbers to check if they meet the defined criteria.

Email

The Email field is used to capture an email address from the user based on your specific requirements. It supports validation and formatting options to ensure accurate data entry.

You can configure the following settings:

Choose whether to display the type of email (e.g., personal, work).

Restrict or allow specific domains.

Enable verification to confirm the email address is valid and reachable.

Set the maximum number of characters allowed in the field.

Multi 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.

Rich Text

The Rich Text field allows users to input and format text with advanced styling options, making it ideal for capturing detailed descriptions, notes, or formatted content.

Key formatting features include:

Bold, italic, underline, strikethrough.

Add clickable links.

Align text to the left, right, center, or justify.

Set the maximum number of characters allowed in the field.

Create ordered (numbered) or unordered (bulleted) lists.

You can configure the following settings in the Rich Text field:

Full Text: Allows only alphabets
String: Allows alphabets, numbers, and special characters
Alphanumeric: Allows only alphabets and numbers
Custom: Define your own validation criteria using regex or business rules.

Set a minimum input length
Set a maximum character limit to control text volume

Number

The Number field is used to capture numerical values related to your object, such as the number of employees, years of service, or other quantifiable data.

You can configure the following settings:

Specify the number of decimal places allowed in the input (e.g., 0, 1, 2)

Full Text: Allows only alphabets
String: Allows alphabets, numbers, and special characters
Alphanumeric: Allows only alphabets and numbers
Custom: Define your own validation criteria using regex or business rules

Set minimum and maximum character lengths

Currency

The Currency field is used to capture monetary values relevant to your business, such as expected revenue, customer budget, or deal value.

You can configure the following settings:

Select the appropriate currency symbol or code (e.g., INR, USD, EUR) to be displayed with the value.

Specify the number of decimal places allowed for currency input (e.g., 0.00, 0.000).

Full Text: Allows only alphabets
String: Allows alphabets, numbers, and special characters
Alphanumeric: Allows only alphabets and numbers
Custom: Define your own validation criteria using regex or business rules

Date

The Date field is used to capture specific date-related information such as Date of Birth, Date of Joining, or other relevant milestones.

You can configure the following settings:

Choose to display a single date, a date range, or a set of selectable days.

Customize how the date appears (e.g., DD/MM/YYYY, MM/DD/YYYY, etc.).

Specify whether users can choose past dates, future dates, or both.
Define a custom date range to limit the selection window in the calendar view.

Time

The Time field is used to capture specific time values, such as meeting times, work shifts, or availability windows.

You can configure the following settings:

Choose between a 12-hour (AM/PM) or 24-hour format based on your preference.

Select whether to display a single time or a time range for the user to choose from.

Define the range of days within which users can select a time. (Note: This setting is typically used when time selection is tied to specific dates or scheduling windows.)

Date and Time

The Date and Time field allows you to capture both date and time together in a single entry, ideal for scheduling events, setting deadlines, or logging activities.

All configuration options available in the individual Date and Time fields can be customized here, including:

Choose to show a single timestamp or a range.

Customize formats such as DD/MM/YYYY or MM/DD/YYYY.

Select between 12-hour or 24-hour formats.

Define valid date and time ranges, including past and future limits.

You can add a dropdown menu in the user panel using this field. Only one option from the dropdown can be selected at a time. The dropdown menus can be entered in the ‘Field Values’ cell, separated by the Enter key.

Multi-selector

The Multi Selector field enables users to select multiple options from a dropdown menu. This is useful when more than one value may apply to a user or record. To configure the dropdown options, enter each value in the Field Values section, separated by the Enter key.

Radio Button

The Radio Button field is used when the user needs to select only one option from a predefined set. It simplifies decision-making by presenting mutually exclusive choices, commonly used for binary inputs such as Yes/No or True/False.

To configure the options, enter each value in the Field Values section, pressing Enter after each entry to add it as a separate choice.

Checkbox

The Checkbox field allows users to select multiple options simultaneously from a predefined list. This is ideal for cases where more than one choice may apply.

To set up the options, input each item in the Field Values section and press Enter after each one to add it to the list.

Upload File

The File field allows users to upload relevant files associated with an object, such as documents, images, presentations, or spreadsheets.

You can configure the following settings:

Specify whether to allow uploads of images or documents.

Define the acceptable file types for upload (e.g., JPG, JPEG, PNG, PDF, DOC, PPT, XLS).

Choose the unit in which file size will be displayed (KB or MB).

Set the maximum file size allowed for upload to ensure performance and storage efficiency.

Progress Bar

The Progress Bar field visually represents the stage-wise progression of a lead, deal, or any other object within a module. This field is ideal for visualizing workflows, tracking outcomes, and enhancing user engagement with process-driven modules. It helps track movement through defined steps in a process, providing a clear overview of progress.

You can configure the following settings:

Choose to display progress as numerical values or percentages.

Add individual components (e.g., stages or milestones) that make up the progress bar.
Assign custom colors to each component for visual clarity.
Define the percentage weight each component contributes to the total progress.

Add Won/Lost markers specifically for leads or deals to reflect final outcomes.

Select whether to display the progress bar at the top or bottom of the object view.

URL

The URL field allows users to input and store web links relevant to a specific object. This is particularly useful for modules such as Leads, Deals, HR Management, and more, where reference links, profiles, or documentation need to be accessed quickly. This field ensures easy access to external content directly from within the object.

Use this field to capture important URLs such as:

External profiles or websites
Resource or document links
Portfolio or application references

Address

The Address field is used to capture detailed location information about the user. It offers flexible input options to suit different data collection needs.

You can configure the field to allow address entry in one of the following formats:

Enables users to type in the full address manually.

Allows users to select their location using geo-pointing or geo-search functionality.

Displays structured address fields such as:

Address (mandatory)
Country
State
City
Postal Code

Any or all of these fields can be marked as required (*) based on your data requirements.

Assignee

The Assignee field allows you to designate a specific user to take ownership of a task, record, or item. It enables streamlined accountability and ensures clear responsibility assignment within the system.

Auto Number Sequence

The Auto Number Sequence field automatically generates a unique, sequential value each time a new user is created. This value can be customized to include a combination of numbers, text, and date formats, allowing for flexible structuring based on your organizational needs. This field is ideal for generating user IDs, employee codes, or any standardized unique identifier.

Key configuration options include:

Combine alphanumeric characters, dates, or static text.

Automatically increment numbers with each new entry.

Define the character used to separate different components in the sequence (e.g., hyphen, underscore).

Custom Fields

Title

Default Title:

Validation Type:

Character Limits:

Textbox

Validation Type:

Character Limits:

Name

Field Type:

Validation Type:

Separator:

Character Limits:

Phone

Display Fields:

Separator Format:

Phone Number Verification:

Country Names Display:

Default Country Code:

Regex:

Sample Validation:

Email

Email Type Display:

Domain Validation:

Email Verification:

Character Limit:

Multi Text

Rich Text

Text Styling:

Hyperlinks:

Text Alignment:

Indentation:

Lists:

Validation Type:

Character Limits:

Number

Decimal Precision:

Validation Type:

Character Limits:

Currency

Currency Type:

Decimal Precision:

Validation Type:

Date

Display Format:

Date Format:

Selectable Dates:

Time

Time Format:

Display Type:

Selectable Days:

Date and Time

Display Format:

Date Format:

Time Format:

Selectable Range:

Dropdown

Multi-selector

Radio Button

Checkbox

Upload File

File Type Selection:

Supported Formats:

File Size Unit:

Maximum File Size:

Progress Bar

Progress Format:

Components:

Status Indicators:

Placement:

URL

Address

Manual Format:

Geolocation Format:

Standard Format:

Assignee

Auto Number Sequence

Custom Format:

Sequential Numbering:

Separator Type: