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.