Custom Field Types
Custom fields allow you to obtain data beyond the default fields. Each custom field is based on a specific data type, ensuring data is stored and validated correctly. Below is a detailed breakdown of all available custom field types.
Section
A Section is a visual divider within a form layout. It doesn't store any data but is used to group related fields together under a labeled header, making long forms easier to read and navigate.
Single Line
A Single Line text field accepts a short, single-line string input. It is ideal for capturing concise information such as names, titles, reference codes, or short descriptions. Input is limited to one line and does not support line breaks. It has a maximum character limit of 255.
Multi Line
A Multi Line text field provides an expandable text area that supports longer content with line breaks. Use this for detailed notes, comments, addresses, or any information that may span multiple sentences or paragraphs. It has a maximum character limit of 32000.
URL
A URL field is designed specifically to store web addresses (e.g., https://example.com). It typically validates that the entered value follows a proper URL format and may render as a clickable hyperlink within the record view. It has a maximum character limit of 150.
Check Box
A Check Box field represents a simple boolean (true/false) value. It displays either true or false in the form. Use it for binary options such as "Active/Inactive," "Approved/Not Approved," or any yes/no condition.
Picklist
A Picklist allows the user to select a single value from a predefined list of options. This ensures data consistency by restricting input to approved values. Ideal for fields like Status, Category, Priority, or Region.
Multi Select Picklist
A Multi Select Picklist is an extension of the standard picklist that allows users to select more than one option from the predefined list simultaneously. Useful for fields like Tags, Skills, Product Categories, or any attribute that can have multiple applicable values.
Lookup
A Lookup field creates a relationship between the current record and another record in a separate module. Instead of entering data manually, users search for and link an existing record. For example, linking a Deal to an Account, or a Task to a Contact.
Number
A Number field stores whole integer values (e.g., 1, 50, 300). It does not accept decimals. Use this for quantities, counts, rankings, or any numeric data that doesn't require fractional precision.
Decimal
A Decimal field stores numeric values that include a fractional component (e.g., 1.23, 99.99). It is suitable for measurements, weights, ratings, or any value requiring precision beyond whole numbers.
Percentage
A Percentage field stores a numeric value intended to represent a proportion out of 100 (e.g., 75 for 75%). It typically displays with a % symbol and is commonly used for discount rates, completion percentages, or probability scores.
Long Integer
A Long Integer field is designed for very large whole numbers that exceed the capacity of a standard Number field (e.g., 1234567890123). It is suitable for storing large IDs, serial numbers, or population-scale numeric data.
Date
A Date field stores a calendar date (day, month, year) without a time component. Use it for birthdates, deadlines, contract dates, renewal dates, or any event anchored to a specific day.
Date Time
A Date Time field stores both a calendar date and a specific time (e.g., 2025-08-05 14:30). It is useful for scheduling events, logging timestamps, tracking meeting times, or any situation where both date and time are relevant.
Time
A Time field stores only a time value without an associated date (e.g., 09:00 AM). It is ideal for recurring schedules, business hours, shift timings, or time-of-day preferences.
User Lookup
A User Lookup field links a record to a specific user within your organization's account. It is used to assign ownership, responsibility, or association, for example, "Assigned To," "Account Manager," or "Reviewed By."
An Email field stores an email address and validates that the input follows proper email format (e.g., user@example.com). It may render as a clickable mailto: link within the record and supports email-based workflows or communications.
Phone
A Phone field is designed to store telephone numbers. It may support formatting for local or international numbers and can integrate with calling features or communication tools where supported.
Subforms
A Subform is a field type that embeds a secondary table inside a parent record, allowing you to capture and manage multiple related line items within a single record. It is useful when a device or asset record may need to track several sensor readings, maintenance events, or connected components over time. Values entered across the subform rows can also be used to compute aggregate metrics such as sum, average, minimum, and maximum, making it easy to derive summary insights directly from the line-item data without manual calculation.
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