Configuring Fields

This guide shows you how to add fields to your modules and configure every setting to match your needs.

Adding a New Field

From the Module Builder

1. Go to Settings > Modules and select your module
2. Click the Fields tab
3. Click + New field in the top right
4. Select the field type
5. Configure the options
6. Click Save

From a Table View

1. Navigate to your module's table view
2. Click the + at the end of the column headers
3. Choose the field type
4. Configure the field settings
5. The field is added to the module

Field Configuration

Every field has configuration options. Click the edit button (pencil icon) in the Actions column to open the field settings modal.

Basic Tab

Field Name

The label users see. Keep it clear and concise:

• ✅ "Deal Value", "Company Name", "Due Date"
• ❌ "DV", "Comp", "Date1"

Description

Help text that appears below the field. Use it to:

• Explain what to enter
• Provide examples
• Note any requirements

Example: "Enter the total contract value including any add-ons"

Placeholder

Hint text shown inside empty fields:

Example: "e.g., Acme Corporation"

Validation Tab

Required Field

Toggle on to require a value before saving. Use sparingly - too many required fields slow down data entry.

Unique Values

Prevents duplicate entries. Useful for:

• Email addresses
• Invoice numbers
• SKUs
• External IDs

Validation Rules

Set custom validation:

Default Values

Pre-populate fields for new records.

Static Default

Always the same value:

• Status: "New"
• Priority: "Medium"
• Country: "United States"

Dynamic Default

Value based on context:

• Created By: Current user
• Created Date: Today
• Owner: Current user

Calculated Default

Formula-based:

• Due Date: TODAY() + 7
• Reference Number: CONCAT("INV-", AUTO_INCREMENT())

Advanced Tab

Read-Only

Users can see but not edit. Use for:

• System-calculated values
• Import-only fields
• Audit fields

Hidden

Field exists but isn't shown in forms. Use for:

• System fields
• API-only fields
• Legacy data

Searchable

Include this field in global search results. Enable for:

• Names and titles
• Email addresses
• Important identifiers

Disable for:

• Long text fields
• Numeric data
• System fields

Configuring Select Fields

Select fields need options to choose from.

Adding Options

1. Open the field settings
2. Go to the Options section
3. Click Add Option
4. Enter the label
5. Repeat for all options

Option Properties

Each option can have:

Assigning Colors

Colors help users quickly identify status:

1. Click the color swatch next to an option
2. Choose from the palette or enter hex code
3. Use consistent colors across modules

Recommended color meanings:

• 🟢 Green - Positive (Won, Complete, Active)
• 🔵 Blue - Neutral (In Progress, Open, Pending)
• 🟡 Yellow - Warning (At Risk, Needs Review)
• 🔴 Red - Negative (Lost, Blocked, Urgent)
• ⚫ Gray - Inactive (Archived, On Hold)

Reordering Options

Drag options to change their order. Order affects:

• Dropdown list display
• Kanban column order
• Form display

Archiving Options

Don't delete options that have data - archive them:

1. Click the option menu (⋯)
2. Select Archive
3. Option is hidden from new selections
4. Existing records retain the value

Configuring Reference Fields

Reference fields link to other modules.

Setting the Target Module

1. Add a Reference field
2. Select Target Module
3. Choose which module to link

Display Configuration

Display Field

Which field shows in the reference picker:

• Usually the primary field (name)
• Can be any text field

Secondary Info

Additional context shown in picker:

• Email for Contacts
• Website for Companies
• Status for Deals

Filtering Available Records

Limit which records can be selected:

1. Enable Filter Records
2. Add conditions
3. Only matching records appear in picker

Example: Only show Contacts where Company = this record's Company

Relationship Configuration

Allow Multiple

• Off: One-to-one or many-to-one
• On: Many-to-many

Reverse Reference

Create a corresponding field on the target module:

1. Enable Create Reverse Reference
2. Name the field on the other module
3. Both modules show the relationship

Configuring Formula Fields

Formula fields calculate values automatically.

Basic Setup

1. Add a Formula field
2. Choose Output Type (Text, Number, Date, Boolean)
3. Enter your formula
4. Click Validate to test
5. Save the field

Formula Syntax

Field References

Use field names in curly braces:

{Deal Value} * 0.1
{First Name} & " " & {Last Name}

Operators

+  Addition
-  Subtraction
*  Multiplication
/  Division
&  Text concatenation

Functions

Text:

CONCAT(text1, text2, ...)
UPPER(text)
LOWER(text)
LEFT(text, count)
RIGHT(text, count)

Math:

SUM(number1, number2, ...)
ROUND(number, decimals)
ABS(number)
MIN(number1, number2)
MAX(number1, number2)

Date:

TODAY()
NOW()
DATEDIFF(date1, date2)
DATEADD(date, days, "days")
YEAR(date)
MONTH(date)

Logic:

IF(condition, true_value, false_value)
AND(condition1, condition2)
OR(condition1, condition2)
ISBLANK(field)

Formula Examples

Full Name from Parts

CONCAT({First Name}, " ", {Last Name})

Commission Calculation

{Deal Value} * {Commission Rate}

Days Until Due

DATEDIFF({Due Date}, TODAY())

Status Label

IF({Probability} > 0.75, "Likely to Close", "Needs Work")

Formatted Currency

"$" & FORMAT({Deal Value}, "#,##0.00")

Field Operations

Editing Fields

1. Find the field in the Fields tab
2. Click the edit button (pencil icon) in the Actions column
3. Make your changes
4. Click Save

Reordering Fields

Use the up/down arrows in the Actions column, or edit the Sort number directly.

Deleting Fields

1. Find the field in the Fields tab
2. Click the delete button (trash icon) in the Actions column
3. Confirm the deletion
4. Data is permanently removed

Field Order and Layout

In the Module Builder

Use the Sort column in the Fields tab to set the display order. You can also use the arrow buttons in the Actions column to move fields up or down.

The sort order affects:

• Record detail layout
• Default table column order
• Form field sequence

Field Visibility Toggles

Each field has visibility toggles:

In Table Views

1. Drag column headers to reorder for that specific view
2. Save the view to preserve the column order
3. Each view can have different column configurations

Related: Field Types Reference | Module Builder Guide | Views & Layouts