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Fields define what each record in a table stores. Choosing the right type matters: the type determines how a value is entered on forms, how it’s displayed in tables, and which quick filter it gets. This page lists the available types and how to configure them.

Field types

Text and contact

Numbers

Choices

Dates and time

Relationships

Files and rich data

Add a field

You add fields from the table or form configuration using the New field controls: pick a name and a type, then complete any extra configuration the type needs. Custom fields can be added to any table if you have the permission to do so. Some types require extra setup before they can be used:
  • Relation — choose the related table the field links to.
  • Rollup — choose the source of the values and how to aggregate them.
  • Detail — choose the child table that holds the line items.
  • Select and Tree — define the option list; for tree fields, arrange the options into their hierarchy.

Configure a field

Each field has a configuration panel, and its contents vary by type — number fields expose formatting, choice fields manage their option lists, relation fields point at their related table, and document fields define what’s required of the attached file. Open the panel from the same table or form configuration where the field was created.

How types shape the interface

The field type follows the field everywhere it appears:
  • Quick filters adapt to the type — date fields filter by ranges, select fields filter by their options, relation fields filter by linked records. See Work with tables.
  • Form widgets match the type — a date field opens a date picker, a select field shows its options, a detail field renders an editable line-item table. See Forms and form templates.
Prefer a select or tree field over free text whenever the values come from a known list. Consistent values make filtering, grouping, and reporting far more useful than a text field ever will.
Fields define what a form can show; field rules define how the form behaves — hiding sections, requiring fields conditionally, or validating input before save.