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Customization · data structure

Custom Field Creation

Build dynamic forms and structured data collection systems with 15+ field types, validation rules, formulas, lookups, and conditional logic. Capture information in the right format from the start.

  • dynamic_formNo-code field builder
  • category15+ field types
  • ruleValidation rules
  • functionsFormulas & lookups
Mynix Custom Field Creation interface showing field builder options and configuration controls

Design the data structure

Build forms around the information your workflow actually needs.

Custom Field Creation gives you control over exactly what each workflow captures. Choose a field type, configure how it behaves, define validation, and control how it appears to users.

verified
Structured data from the start

Capture consistent information that is ready for operations, reporting, dashboards, and analytics.

  • tune
    Shape the form

    Define the structure around your organisation's real processes.

  • rule
    Control what is accepted

    Set required values, formats, constraints, and defaults.

  • visibility
    Make forms adaptive

    Show or hide fields based on choices made elsewhere.

  • analytics
    Prepare better reporting

    Give dashboards and analytics reliable, consistent source data.

A field library for real work

Start with the format that matches the information.

Use simple inputs for everyday capture and advanced fields when the workflow needs structure, relationships, or ownership.

Basictext_fields

Text & numbers

Single line, multi line, number, currency, and percentage fields for concise or measured information.

Timecalendar_today

Date & DateTime

Capture deadlines, timestamps, schedules, milestones, and time-based information.

Choicelist

Dropdown & Multi-Select

Standardize categories, tags, priorities, statuses, departments, and classifications.

Connectedlink

Files, URLs & Owners

Collect attachments, external resources, assigned users, and record ownership.

15+ field types

Enough range for simple forms and detailed operational structures.

+Field types
4Smart capabilities
0Code required
1Structured source of truth

Configure every field around its purpose

Make the form clear for people and consistent for systems.

Every field can carry the context users need and the rules the workflow requires.

  • ✓
    Field labelGive the field a clear, recognizable name.
  • ✓
    DescriptionExplain what information users should provide.
  • ✓
    Default valuePre-populate commonly used information where appropriate.
  • ✓
    Order and groupingPlace related fields together in a logical sequence.
Mynix field configuration examples showing labels, defaults, display options, and validation settings

Add intelligence to fields

Static inputs become connected, validated, adaptive data systems.

Smart capabilities help forms calculate, connect, validate, adapt, and stay logical as the workflow changes.

01functions

Formula fields

Calculate values such as Hours × Hourly_Rate automatically.

02search

Lookup fields

Retrieve related information from another workflow or data source.

03rule

Validation rules

Require values, accepted formats, and constraints before submission.

04visibility

Conditional logic

Show or hide fields depending on selections elsewhere in the form.

Field type reference

Choose the exact input your process calls for.

Start with the type of information you need to collect, then configure the field around its purpose.

01

Single Line Text

Capture names, titles, short descriptions, identifiers, and other concise text.

02

Multi Line Text

Collect comments, descriptions, detailed notes, and longer responses.

03

Number, Currency & Percentage

Store quantities, counts, IDs, budgets, financial amounts, completion rates, discounts, and probabilities.

04

Date & DateTime

Capture deadlines, timestamps, schedules, milestones, and other time-based information.

05

Dropdown & Multi-Select

Standardize choices through predefined categories, tags, or multiple selections.

06

File Upload, URL, Assigned To & Owner

Collect documents and images, store reference links, and connect records to responsible team members.

Validation at the point of entry

Good data begins before it reaches the workflow.

Define required values, accepted formats, and constraints before a form can be submitted. This reduces cleanup later and keeps information reliable from the beginning.

mail
Contact Email

Single Line Text · Required · Valid email format

Required values100%
Format checks92%
Value constraints86%
Clean submissions98%

A complete field definition

Configure the rules users should understand before they submit.

A field can carry a label, description, default value, display option, validation rule, order, and group so the form remains clear and predictable.

label
Field label & description

Name the field clearly and explain what information users should provide.

input
Default & display options

Pre-populate common information and control how the field is presented.

rule
Validation

Define required values, formats, and constraints before data is accepted.

sort
Order & grouping

Place related fields together in a logical sequence for faster completion.

Automate calculations and connections

Let the form do the repetitive work.

Formula fields remove repeated calculations, while lookup fields retrieve information that already exists elsewhere. A project can calculate Total Budget = Hours × Hourly_Rate, or populate a client phone number from a selected Client_Name.

  • ✓
    Formula fieldsBudgets, scores, percentages, totals, and estimates update automatically.
  • ✓
    Lookup fieldsReduce duplicate entry and keep related information consistent.
  • ✓
    Controlled choicesUse standardized values such as Critical, High, Medium, and Low.
Mynix custom field working view showing structured form data in a workflow

Examples in the field

Make formulas, lookups, and controlled choices concrete.

calculate Formula field

Project Budget

  • Field Name: Total Budget
  • Field Type: Currency (Formula)
  • Formula: Hours × Hourly_Rate
  • Display: $XX,XXX.XX
link Lookup field

Client Contact

  • Field Name: Client Phone
  • Field Type: Lookup
  • Source: Client Database
  • Lookup Key: Client_Name

Controlled choices

Standardize values without slowing people down.

Dropdown and multi-select fields keep categories, priorities, statuses, departments, classifications, and tags consistent across the workflow.

priority_high

Critical

Red · Immediate attention

arrow_upward

High

Orange · Important work

remove

Medium

Blue · Planned priority

arrow_downward

Low

Gray · Can wait

Create fields for real business processes

One field builder, many operational requirements.

01

Customer support

Priority levels, issue categories, resolution times, and customer satisfaction ratings.

02

Sales teams

Deal value formulas, lead sources, probability percentages, and next-contact reminders.

03

HR departments

Skill matrices, interview scores, salary expectations, and background-check status.

04

Project management

Budget versus actual formulas, resource allocation dropdowns, milestone dates, and risk assessment matrices.

05

Operations & manufacturing

Quality score calculations, inventory levels, production batch numbers, and equipment status indicators.

From data entry to reliable business data

Collect information teams can trust and use.

The value of custom fields is not collecting more information. It is creating information that is precise, connected, validated, and ready for decisions.

Capture → Validate → Use

Capture precisely

Collect only the information relevant to each workflow.

Reduce manual work

Automate calculations and retrieve related information instead of entering it repeatedly.

Improve data quality

Validate information at the point of entry rather than correcting it later.

Speed up completion

Use clear options, defaults, and conditional fields to make forms easier to complete.

Strengthen reporting

Give dashboards, analytics, and business intelligence cleaner structured data.

Build the right data structure

Create structured forms. Capture better data. Automate what happens next.

Start with the information your process needs, choose the fields, add the rules, and deploy them directly into your workflow.

  1. 01 · DefineMap the information

    Identify what each workflow needs to capture.

  2. 02 · BuildChoose the fields

    Select types and configure the form structure.

  3. 03 · Add intelligenceSet rules and logic

    Apply validation, formulas, lookups, and conditions.

  4. 04 · DeployUse reliable data

    Put structured information to work across the workflow.

Build forms around the data your workflow actually needs.

Give every workflow the structure it needs without requiring code.