Creating Fields

This method lets you create a new field directly while editing a record layout, it's perfect for quickly adding fields without leaving the page.

1. From the record view, click the ⋯ (three dots) icon and select Configure Record.
2. In the record configuration, open Entry Layout from the side navigation.
3. Select the existing layout you use.
4. Drag and drop a Field component into the layout.
5. In the Inspect tab, click + to create a new field.
6. Enter field details:
   • Name and Data Type. Internal ID will be auto-generated.
   • Expand Other Settings to set up placeholders, default values, or tooltips.

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Note

Field settings may vary depending on the chosen data type.

7. Click Save to add the field to the layout.
8. The new field appears immediately on your layout. Reorder or adjust the field placement as needed.
9. Click Save Changes to save the layout.
10. If you go back to the record configuration and open Fields, you’ll see that the field you just created has been added.

Use this method when you want to define a field first before adding it to your record layout.

1. From the record view, click the ⋯ (three dots) icon and select Configure Record.
2. In the record configuration, select Fields from the side navigation.
3. Click on the "+ Add Field" button to create a new field.
4. Specify the following required fields:
   • Name and Data Type. Internal ID will be auto-generated.
   • Expand Other Settings to set up placeholders, default values, or tooltips.
5. Click Save to create the field.
6. Go to Entry Layout in the side navigation. Select the existing layout you use.
7. Drag and drop a Field component onto the layout.
8. In the Inspect tab, select the field you just created.
9. Reorder or adjust the field placement as needed. Click Save Changes to save the layout.