# Add new fields

### Add a new field

1. Go to<img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FhTZDNl1iTPyTpvylyDfe%2FCleanShot%202024-04-02%20at%2009.08.24%402x.png?alt=media&#x26;token=5d8077d2-064e-4f87-bd6e-d2b09f9b3e98" alt="" data-size="line">**Manage fields and data**
2. Select **Fields**
3. Select **Add new**
4. Give the field a name and choose the field type&#x20;

Choose a field type that matches your data needs. Use advanced fields such as rollups, lookups or formulas.&#x20;

{% hint style="info" %}
Set your fields as the primary key field by going to **Settings > Display Name** and setting the field. For example, use the Auto number field type in a formula field to create PO Numbers.
{% endhint %}

<table data-full-width="true"><thead><tr><th>Field Type</th><th>Description</th><th>Display options</th></tr></thead><tbody><tr><td><strong>Short Text</strong></td><td>A single line of text - e.g suggested for names, titles, emails and short details.</td><td></td></tr><tr><td><strong>Long Text</strong></td><td>A longer, multi-line text field - e.g suggested for notes, comments and descriptions.</td><td></td></tr><tr><td><strong>Rich Text</strong></td><td>A longer, multi-line text field with text formatting options - e.g You can add headers, hyperlinks and code blocks. Suggested for notes, comments and descriptions.</td><td>Display in a Document Layout</td></tr><tr><td><strong>Currency</strong></td><td>A value formatted in your chosen currency - e.g prices, revenue and payment details.</td><td>Choose the currency label to use. </td></tr><tr><td><strong>Number</strong></td><td>Any type of numeric value - e.g number of products.</td><td></td></tr><tr><td><strong>Percentage</strong></td><td>A percentage-formatted value - e.g growth stats, churn stats etc.</td><td>Display your percentage as a progress bar or ring.</td></tr><tr><td><strong>Checkbox</strong></td><td>A single checkbox that can be checked or unchecked - e.g allow users to check a box to show they have read and understood the information.</td><td>Display Check box fields: </td></tr><tr><td><strong>Single Select</strong></td><td>Select a single option from predefined dropdown options. Suggested for statuses - e.g. To Do, In Progress, Done.</td><td>Assign colors to your different options. </td></tr><tr><td><strong>Multiple Select</strong></td><td>Select multiple options from predefined dropdown options e.g users can select multiple products.</td><td>Assign colors to your different options. </td></tr><tr><td><strong>Date</strong></td><td>Enter a date or pick one from a calendar - e.g users can select a date for events.</td><td></td></tr><tr><td><strong>Date and Time</strong></td><td>Enter a date and a time, or pick from the calendar - e.g users can include a time for an event.</td><td></td></tr><tr><td><strong>Link to another record</strong></td><td>Link to a record in another table - e.g Link a user to their profile. Use dynamic data filtering to limit what records can be selected in a drop down. </td><td></td></tr><tr><td><strong>Link to multiple records</strong></td><td>Link to records from another table - e.g Link orders to users. Use dynamic data filtering to limit what records can be selected in a drop down. </td><td></td></tr><tr><td><strong>Lookup related value</strong></td><td>Show a specific field from a linked table. Filter records on your lookups using data filters. </td><td><ul><li>Limit to only unique values</li></ul></td></tr><tr><td><strong>Roll-up related records</strong></td><td>Display different results of a field based on related records. Filter records on your rollups using data filters.</td><td><ul><li>Number of related records</li><li>Count values...</li><li>Count unique values...</li><li>Sum...</li><li>Average...</li><li>Min...</li><li>Max...</li></ul></td></tr><tr><td><strong>Created Date</strong></td><td>Field will auto fill with the date the record was created.</td><td></td></tr><tr><td><strong>Created By</strong></td><td>Field will auto fill with the user profile of the person who created the record.</td><td></td></tr><tr><td><strong>Formula</strong></td><td>Calculate a value based on other fields in the same record. Start typing for formula suggestions.</td><td>Display your formula as a percentage, number or currency.</td></tr><tr><td><strong>Attachments</strong></td><td>Add images, documents or other files -e.g Profile images, invoices.</td><td></td></tr><tr><td><strong>Record ID</strong></td><td>Field auto populates with the record ID associated the record. </td><td></td></tr><tr><td><strong>Autonumber</strong></td><td>Create a field that will automatically assign numbers to records. </td><td></td></tr><tr><td><strong>Last updated Date</strong></td><td>Field will update with the date field is last updated. </td><td></td></tr><tr><td><strong>Last updated by</strong></td><td>Field will update with the user profile field of who last updated it.</td><td></td></tr><tr><td><strong>URL</strong></td><td>Display a link. </td><td>Display as a button, open in a new tab</td></tr></tbody></table>