Custom fields help you ensure the information collected aligns with your business needs and is properly organized. The customization helps you better understand your audience, refine your strategies, and ultimately improve customer satisfaction. Let’s learn how to create a custom field, using the “Single Line” type as an example.
Begin by selecting the Create Field button in the Custom Fields Settings.
Custom Field Options #
When creating new custom fields, you have a variety of options to choose from:
- Single Line Text: Designed for brief textual responses, this field is ideal for short entries.
- Multi-Line Text Field: Also known as “paragraph text,” this field is suitable for longer, more detailed responses.
- Text Box List: This field provides a list of text inputs for users to complete, useful for organizing related text items in one location.
- Number Field: Restricts input to numerical values only, including decimal points if necessary.
- Phone Field: Captures phone numbers and includes a country code selector for accurate registration.
- Monetary Field: Designed for numeric entries representing monetary amounts, such as salaries or wages.
- Single Options Dropdown Field: Allows users to select one option from a drop-down list.
- Multiple Options Dropdown Field: Enables users to select multiple options from a drop-down list.
- Radio Select Field: Provides radio buttons for users to select one option from a list, restricting them to a single choice.
- Checkbox Field: Allows users to select multiple options using checkboxes.
- Date Picker Field: Opens a calendar for users to select a specific date.
- File Upload Field: This field allows users to upload various file types with a configurable upload limit. Supported file types include PDF, DOC/DOCX, JPG/JPEG, PNG, GIF, and CSV/XLSX.
- Signature Field: Collects user signatures through drawing with a mouse or touchpad.
- Preview: A preview of the selected field type will be displayed on the right side of the popup, allowing you to visualize its appearance and functionality.
Name #
Assign a suitable name to your field that aligns with your intended purpose.
Object #
Utilizing the dropdown menu, you can easily choose the desired object to be associated with the custom field.
Folder #
In this section, you can select the appropriate folder for the custom field. The dropdown menu provides options to add the field to a Contact group, General group, or any other specific group you have created.
Unique Key #
Upon entering the custom field information into the system, a unique identifier key will be automatically generated for each custom field. This key will be displayed in this section and serves as a distinct reference for each field.
Add Description #
In this section, you have the opportunity to provide additional details about your custom field. You can describe its purpose and the specific objectives it aims to achieve within your platform.
Placeholder #
In this area, you can set a placeholder for your custom field. A placeholder offers a brief hint or example to guide users on the expected input format or content.
Save #
Preview your field on the right side. Confirm the addition by clicking the Create custom field button!
By following this guide, you can efficiently set up and utilize custom fields, ensuring they align perfectly with your organizational objectives!
Frequently Asked Questions #
How do I start creating a custom field? #
Open the Custom Fields section in Settings and click the Create Field button to begin configuring a new field.
Which field type should I use for short text entries? #
Use the Single Line Text field for brief responses, and the Multi-Line Text field for longer, more detailed paragraph-style entries.
What is the Unique Key used for? #
The system automatically generates a Unique Key for each custom field. It serves as a distinct identifier you can reference in workflows, forms, and integrations.
Can I organize custom fields into folders? #
Yes. When creating a field you can assign it to a Contact group, General group, or any custom group you have created, keeping related fields together.
What file types does the File Upload field support? #
The File Upload field supports PDF, DOC/DOCX, JPG/JPEG, PNG, GIF, and CSV/XLSX, with a configurable upload limit.
How do I confirm and save the new field? #
After configuring the options, preview your field on the right side of the popup and click the Create custom field button to save it.
