How to Define Custom Fields in a Pipeline

1st Step: Accessing the Pipelines Module

In the upper left side menu, click “Pipelines”.

This section lists all available pipelines, allowing you to manage fields and stages.

2nd Step: Opening the Custom Fields Tab

1. Select the desired pipeline by clicking its tab at the top.
2. Click “Module Settings”, represented by the “(...)” icon in the upper right corner.
3. In the “Update Pipeline” modal, click the “Fields” tab.

3rd Step: Creating a New Custom Field

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

• Label: text that will appear as the label (e.g., “Customer”).
• Type: select the input type (Text, Number, Email, Select, Date, etc.).
• Layout: choose Single or Double for width in the card or form.
• Placeholder: enter example text that will appear inside the field.
• Mask: define a formatting pattern (e.g., (000) 000-0000).
• Is the Field Required?: enable if the field must be filled.
• Is the Field Read Only?: enable if the field cannot be edited by users.

    1. Click “Create Field” at the bottom of the window to create it.

4th Step: Defining Visibility Rules

1. Still in the “Create Custom Field” or “Update Custom Field” modal, click the “Visibility” tab next to “Field”.
2. Fill in each visibility rule:

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

    1. Click “+ Add” for each additional rule (optional).

    1. After configuring the rules, click “Create Field” or “Update Field” to           save.

Best Practices:

• Use clear labels to make fields easy to understand.
• Define only necessary rules to avoid overloading the form.
• Test visibility by creating cards in different stages.
• Document each field and its rules in your internal wiki.

Conclusion:

You have learned how to create custom fields in an octapipe pipeline by configuring labels, types, layout, masks, required settings, and visibility rules. If you have any questions, contact our support team.