Custom Fields
Add your own attributes to any record type
Custom fields can be added to any record type based on the specific needs of your team.
There are many different types of fields:
| Type | Description | Example |
|---|---|---|
| Checkbox | yes or no |
yes |
| Currency | An amount of a specific currency | $1234.56 USD |
| Date | A specific date and time in UTC with seconds precision | 2002-01-09 04:27:01 UTC |
| Decimal | A floating point number | 3.1415 |
| File | A link to a single file record | logo.png |
| Files | Links to multiple file records | invoice.pdf, contract.pdf |
| Latitude/Longitude | Geospatial coordinates for a point on Earth | 52.504043, 13.393236 |
| List | A freeform list of text-based options | trim-leather, color-silver |
| Multiple Checkboxes | Multiple selections from a pre-defined list of options (e.g. phone, email, sms) | sms |
| Number | A whole number | 8080 |
| Picklist | A selection from a pre-defined list of options (e.g. red, green, blue) | red |
| Record Link | A link to record ID of a specific type. This creates a reciprocal search filter on the target record. | task:123 |
| Record Links | Multiple links to record IDs of a specific type. This creates a reciprocal search filters on the target records. | task:123,task:456 |
| Text: Multiple Lines | Multiple lines of freeform text entry | Client agrees to the project changes discussed on 11/Aug conference call |
| Text: Single Line | A single line of freeform text entry | bank transfer |
| URL | A hyperlink URL to a web-based resource | https://cerb.ai/ |
| Worker | A single worker record. This creates a reciprocal search filter on worker records. | Kina Halpue |
Custom fields can be added directly an existing record type. They will be visible on every record of that type.
