Navigating Fields
How to customize your Objects
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How to customize your Objects
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To create a new Field, click on the Add new field button.
Continuing off the example in the previous section, we will name this new Field "Task Name". This will be the Name that appears when clicking on the record, or searching for it.
We have four options to select for each of our fields.
Display Field: Indicates this is the "Name" of the field. For example, the name of a Contact or the name of a Task would be appropriate Display fields. Note: Objects may only have ONE display field.
Required: If this option is selected, you cannot save the record without filling in this information.
Unique: When selected, you may only save a new record if the data for this field is unique. An example would be an Email field. You may want to ensure all Emails stored on your object are unique.
Hidden: These fields do not appear when adding a record manually, but can be seen in Views or added when importing CSV's.
Currently, we support six types of fields:
Text: A single line of text to store names, addresses, or other similar types of text.
Multiline: Multiple lines of text. Best used for descriptions, notes, or other cases where a single line of text would not be sufficient.
Select: Allows you to define a options for users to choose from. An example would be Status, with your options being Not Started, In progress, or Completed.
Relation: A "link" to another record in the system. For example, if you'd like to add a reference to an existing Company to your Contact Object, you could do so through a relation.
Number: Any type of number you'd like to store.
Date: Your place to store dates, which can later be used to filter or see on a Calendar widget.
