Understanding Fields
Fields are the individual data points in your objects:- Text - Names, descriptions, notes
- Number - Quantities, prices, scores
- Date - Deadlines, birthdays, timestamps
- Select - Status, priority, category
- Relation - Links to other records
- And many more…
Adding a Field
New fields appear in table views automatically. You can reorder them in the view settings.
Field Types
Basic Field Types
- Text
- Number
- True/False
- Date
- Date and Time
Store short or long text content.Use cases:
- Names and titles
- Descriptions
- Email addresses
- URLs
- Notes and comments
- No specific configuration required
- Supports multi-line text
- Full-text searchable
Advanced Field Types
Select (Single)
Select (Single)
Choose one option from a predefined list.Configuration:
- Add options with labels and colors
- Set a default option (optional)
- Reorder options as needed
Multi-Select
Multi-Select
Choose multiple options from a list.Use cases:Records can have any combination of these tags.
- Tags and categories
- Skills and capabilities
- Product features
- Team roles
Relation
Relation
Link to records in another object.Types:
- One-to-many - A company has many people
- Many-to-many - Projects have many team members, people work on many projects
- Select the related object
- Choose relation type
- Name the relation field
- Optionally create the inverse relation
Learn More
See the Relations guide for detailed examples
Rating
Rating
Store star ratings (1-5 scale).Use cases:
- Lead quality scores
- Customer satisfaction
- Priority rankings
- Performance ratings
Files
Files
Attach documents and files to records.Use cases:
- Contracts and agreements
- Presentations
- Images and screenshots
- Documents and PDFs
- Multiple files per field
- File preview
- Version history
- Direct download
Array
Array
Store a list of text values.Use cases:
- Email aliases
- Phone numbers
- URLs
- Keywords
JSON
JSON
Store structured data in JSON format.Use cases:
- API responses
- Configuration data
- Complex nested data
- Integration payloads
Unique ID
Unique ID
Auto-generated unique identifier.Use cases:
- Record IDs
- External system IDs
- Reference numbers
- Automatically generated
- Guaranteed unique
- UUID format
- Read-only
Field Settings
When configuring a field, set these properties:Basic Settings
Name
The field label shown in the interface. Use clear, descriptive names.
Description
Explain what the field is for. Helps team members use it correctly.
Icon
Visual identifier for the field in views and forms.
Type
The kind of data stored (Text, Number, Date, etc.). Cannot be changed after creation.
Field Behavior
- Required - Field must have a value (coming soon)
- Unique - Each record must have a different value (coming soon)
- Default value - Automatically populated for new records
Display Options
- Show in table - Include in default table views
- Position - Order in forms and views
- Width - Column width in table views
Field Validation
Some field types have built-in validation:| Field Type | Validation |
|---|---|
| Number | Must be numeric |
| Date | Must be valid date |
| Date/Time | Must be valid timestamp |
| Select | Must be one of the options |
| Relation | Must reference existing record |
Example: Building a Complete Object
Let’s add fields to a Contract object:Essential Fields
Managing Fields
Editing Fields
- Go to Settings → Data Model → Objects → [Object] → Fields
- Click the field you want to edit
- Modify settings (some restrictions apply)
- Save changes
Reordering Fields
In the Fields tab:- Click and drag the handle icon (☰)
- Move the field to desired position
- Order affects display in forms and default views
Deactivating Fields
To hide a field without deleting data:- Click the field in settings
- Select Deactivate
- Field data is preserved but hidden from views
Deleting Fields
Standard system fields cannot be deleted.Field Best Practices
Choose the right field type
Choose the right field type
Select types that match your data:
- ✅ Use Number for prices, not Text
- ✅ Use Date for deadlines, not Text
- ✅ Use Select for statuses, not Text
- ✅ Use Relation to link objects, not Text
Name fields clearly
Name fields clearly
Use descriptive names that make sense to all users:
- ✅ “Project Budget”
- ❌ “Budget”
- ✅ “Contract End Date”
- ❌ “Date2”
Write helpful descriptions
Write helpful descriptions
Explain what goes in the field:
Set defaults wisely
Set defaults wisely
Default values save time:
- Status fields: Start with “Draft” or “New”
- Boolean fields: Set to most common value
- Dates: Use “Today” for creation date fields
Use Select for limited options
Use Select for limited options
If a field has a fixed set of values, use Select:
- Priority: Low, Medium, High
- Status: Open, In Progress, Closed
- Type: categorized options
Don't over-complicate
Don't over-complicate
Start with essential fields only:
- Add core fields needed for basic workflows
- Use the object for a while
- Add more fields based on actual needs
Field Limits
- Maximum fields per object: 100
- Field name length: 100 characters
- Text field max length: Unlimited
- Select options per field: 50
Next Steps
Defining Relations
Connect objects with relationships
Table Views
Work with your fields in table format
Filters and Sorting
Use fields to filter and organize data
