Field types
The toolbox offers ten field types, split into basic and advanced. The type decides how the field is filled in, how it shows in the table, and what a workflow can do with it.
Basic fields
| Type | When to use it |
|---|---|
| Text Input | A name, an address, a note |
| Number | A price, an area, a percentage. Only numeric fields can be summed or averaged on a dashboard |
| Date & Time | An appointment, a due date, an expected close date |
| Dropdown | One value from a list of choices you write |
| Enum | Also a fixed list of choices, shown as a choice list in the form |
Advanced fields
| Type | When to use it |
|---|---|
| Relation | Links the record to a record in another module: a deal to a property |
| Employees | Assigns the record to someone on your team; the choice can be limited to certain roles |
| URL Link | A web address |
| File Upload | An uploaded document |
| Image | A picture shown inside the record |
A field's settings
Every field opens an "Input Settings" panel:
- Field Name: what a user reads above the box
- Placeholder: a hint inside the box before anything is typed
- Required: the record will not save without it
- Choices: for dropdown and enum, added one at a time with "Add Choice"
- Related to: for a relation field, the module and the column that shows
- Allowed roles: for an employee field, limits who can be picked
- Who can see this field: a list of roles. Roles you leave out will not see the field in the form, in the table, or on their dashboards
Order
The order of fields on the canvas is the order of the form. The order on the record page and which fields become table columns are set separately, in the record page.