Types of Custom Fields

Understanding the types of custom fields helps structure pipelines better and organize data more efficiently. See below how to access and identify each available type.

1st Step: Accessing the Pipelines Module

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

2nd Step: Accessing Custom Fields

1. Open “Module Settings” represented by the “(...)” icon in the upper right corner of the Pipelines screen.

2. Select the “Fields” tab.

3. Choose one of the following options:

• To create: click “Add Custom Field”.
• To edit: access “Edit Custom Field” by clicking the field.

3rd Step: Types of Custom Fields

In the “Create/Edit Custom Field” modal, open the “Type” dropdown to view the available options:

• Text: simple text field for short information (e.g., name, title).
• Number: accepts only numeric values, ideal for quantities or            metrics.
• Email: validated format for email addresses.
• Text Area: larger space for descriptions or long notes.
• Select: dropdown menu for a single choice among predefined          options.
• Multi Select: allows selecting more than one option from a list.
• Checkbox: binary selection (yes/no).
• Date: selector for day, month, and year.
• Time: selector for hours and minutes.
• Money: field formatted for monetary values, including currency          symbol.
• Link: field to insert URLs with format validation.
• Divider: line used to visually separate sections of the form.

Best Practices:

• Choose the appropriate field type to ensure data is recorded correctly.
• Avoid using Multi Select when only one choice is required.
• Use Select for predefined options to guide users.
• Use Divider in long forms to organize sections.
• Standardize field types across similar pipelines to maintain consistency.

Conclusion:

You have learned about the types of custom fields available in the pipeline and how to apply them effectively. If you have any questions, contact our support team.