add_box Custom Field Creation
Build dynamic forms and data collection systems with 15+ field types, validation rules, formulas, and business logic to capture exactly the information your organization needs.
No-Code Field Builder
Create sophisticated data collection forms without any technical knowledge using our comprehensive field builder system.
psychology What It Does
Custom Field Creation enables you to design exactly the data collection forms your workflows need, with sophisticated field types, validation rules, and business logic all configurable through an intuitive interface.
Complete Field Type Library
Basic Input Fields
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text_fields
Single Line Text
Names, titles, short descriptions -
notes
Multi Line Text
Comments, descriptions, detailed notes -
123
Number
Quantities, counts, IDs -
attach_money
Currency
Prices, budgets, financial amounts -
percent
Percentage
Completion rates, discounts
Advanced Field Types
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calendar_today
Date & DateTime
Deadlines, timestamps, schedules -
list
Dropdown & Multi-Select
Categories, tags, multiple choices -
attach_file
File Upload
Documents, images, attachments -
link
URL
Website links, reference URLs -
person
Assigned To & Owner
Team member assignment
build_circle Smart Field Features
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functions
Formula Fields
Automatic calculations based on other field values -
search
Lookup Fields
Connect to data from other workflows -
rule
Validation Rules
Required fields, format requirements, value limits -
visibility
Conditional Logic
Show/hide fields based on other selections -
sort
Display Ordering
Control field sequence and grouping
thumb_up Why This Matters
Perfect Data Collection
Capture exactly the information you need in the exact format required, eliminating data cleanup and standardization work later.
Automated Business Logic
Formula fields and lookup relationships automate calculations and data connections, reducing manual work and errors.
Faster Form Completion
Smart defaults, validation rules, and dropdown options help team members complete forms quickly and accurately.
Better Reporting & Analytics
Well-structured custom fields provide clean data for accurate reporting, dashboards, and business intelligence.
build_circle How It Works
Field Creation Process
Choose Field Type
Select from 15+ field types based on the data you want to collect
Configure Field Properties
Set label, description, default value, and display options
Add Validation Rules
Define required fields, format requirements, and value constraints
Set Display Order
Arrange fields in logical sequence for optimal user experience
Test & Preview
Preview how the field appears to users and test functionality
Deploy to Workflow
Activate the field in your workflow for immediate use
lightbulb Design Tip
Group related fields together and use clear, descriptive labels. Consider the user's workflow when ordering fields - put frequently used fields at the top and less important ones toward the bottom.
settings Field Configuration Examples
functions Formula Field Example
Project Budget Calculator
Automatically calculate total project cost based on hours and hourly rate.
Hours * Hourly_Ratesearch Lookup Field Example
Client Contact Information
Pull client details from your CRM when a client is selected.
list Dropdown Configuration
Priority Level Selection
Standardized priority options with color coding.
- • Critical (Red)
- • High (Orange)
- • Medium (Blue)
- • Low (Gray)
rule Validation Rules Example
Email Validation
Ensure proper email format for contact fields.
groups Perfect For
Customer Support
Create custom fields for ticket categorization, severity levels, customer information, and resolution tracking.
- • Customer priority level
- • Issue category dropdowns
- • Resolution time tracking
- • Customer satisfaction rating
Sales Teams
Build comprehensive lead qualification forms with deal size calculations, probability assessments, and client details.
- • Deal value with auto-calculations
- • Lead source tracking
- • Probability percentages
- • Next contact date reminders
HR Departments
Design candidate evaluation forms with skill assessments, interview ratings, and comprehensive applicant tracking.
- • Skill rating matrices
- • Interview score calculations
- • Salary expectation ranges
- • Background check status
Project Management
Create project tracking fields with budget calculations, resource allocation, timeline management, and deliverable tracking.
- • Budget vs. actual cost formulas
- • Resource allocation dropdowns
- • Milestone date tracking
- • Risk assessment matrices
Operations & Manufacturing
Build quality control forms, inventory tracking systems, and production monitoring with automated calculations.
- • Quality score calculations
- • Inventory level tracking
- • Production batch numbers
- • Equipment status indicators
link Related Features
dynamic_form Form Builder
Use custom fields within the drag-and-drop form designer for complete form creation
timeline Phase Management
Configure which custom fields appear in each workflow phase
analytics Custom Dashboards
Create reports and analytics using data from your custom fields