Field Types
Add a new field
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Give the field a name and choose the field type
Field Type | Description | Display options |
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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. | |
Roll-up related records | Display different results of a field based on related records. Filter records on your rollups using data filters. |
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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 |
Last updated