Add new fields

Add a new field

1. Go toManage fields and data

2. Select Fields

3. Select Add new

4. Give the field a name and choose the field type

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

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.

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