How to Define Custom Fields in a Database

Creating and configuring custom fields in a database allows you to add specific information to your workflow and define visibility rules to optimize the user experience.

1st Step: Accessing the Databases Module

In the upper left side menu, click “Databases” to open the list of databases.

Select the desired database to view its records.

2nd Step: Opening Module Settings

1. Select the database by clicking on its tile.
2. In the upper right corner, click the “Module Settings” button represented by the “(...)” icon.
3. In the “Update Database” modal, scroll to the “Custom Fields” section.

3rd Step: Creating a New Custom Field

1. Click “Add Custom Field”.
2. In the “Create Custom Field” modal, in the “Field” tab, fill in:

• Label: name that will be displayed to users (e.g., “Due Date”).
• Type: select the data type (Text, Number, Date, Select, etc.).
• Layout: choose Single (one column) or Double (two columns).
• Placeholder: example text displayed when the field is empty.
• Mask: optional formatting pattern (e.g., (000) 000-0000).
• Is Field Required?: enable if the field must be filled.
• Is Field Read Only?: enable if it cannot be edited after creation.

4th Step: Defining Visibility Rules

1. In the “Visibility” tab, configure when the field should appear:

• Field: choose the controlling field (e.g., “Status”).
• Operator: select the condition (Equal, Not Equal, Contains, Does Not Contain, etc.).
• Value: define the value that triggers visibility (e.g., “In Progress”).

    1. Click “+ Add” to include additional rules (optional).

    1. After defining all rules, click “Create Field” to save.

Best Practices:

• Use clear and consistent labels to improve searchability.
• Define only essential rules to avoid overloading the interface.
• Test each field by creating records in different scenarios to validate visibility.
• Document fields and their rules internally for future reference.

Conclusion:

You have learned how to create and configure custom fields in a database by defining labels, types, layout, required settings, and visibility rules. If you have any questions, contact our support team.