Fields

Fields define the properties and data format within a category. Each field has a type and can be configured with validation rules, display conditions, and automatic events.

To access a category's fields, navigate to Structure > Categories, select the desired category, and click the Fields card.

How to create a field

1. On the category's fields screen, click Create.
2. In the Definition tab, fill in the name, technical reference, and select the field type.
3. Configure the remaining tabs as needed:
   • Visual — icon, width, color scheme, and section grouping.
   • Rules and Conditions — validations, initial value, data preservation, and conditionals.
   • Field Events — automatic actions triggered when the field value changes.
   • Help — placeholder, help text, instruction, and description.
4. Click Save.

By default, every new field is created with no permissions granted. After saving, the system will prompt you to configure permissions (View, Create, Update, Delete) if you have authorization. Otherwise, ask a workspace administrator.

Field types

Available fields are organized by category:

Text

• Text — simple text, ideal for names and short descriptions.
• Long Text — for detailed descriptions and lengthy texts.
• HTML — text editor with HTML formatting.

Numeric

• Number — numeric values with configurable limits.
• Currency — monetary values with associated currency.
• Duration — time in hours, minutes, and seconds.
• Date — date selection, useful for deadlines and events.

Single Selection

• Boolean — yes/no, true/false.
• Radio Buttons — single choice among visible options.
• Single Select List — dropdown with a single choice.

Multiple Selection

• Checkboxes — select multiple options.
• Multi-Select List — dropdown with multiple selections.

Relationships

• Simple Relationship — connects to another item.
• Multiple Relationship — connects to multiple items.

Media and files

• File — document and file upload.
• Image — image upload.
• PDF — PDF file display and handling.

Documents

• Document Editor — advanced document editing.
• Digital Signature — digital document signing via integrations.

Structure

• Group — grouping of related fields.
• Repeater — a set of fields that repeats in structure.
• Data Matrix — structured data table.

Composite

• Address — predefined set of sub-fields for location data.
• Person/Company — predefined set of sub-fields for individual or business data.

Special

• Tags — markers created from typed text.
• Notes — note-taking with files and history.
• Chat — messaging linked to an item.
• [Virtual Field](fields/special-type