Fields
Open Settings, then Fields. A custom field is a column you define. A contract type chooses which fields it uses and which of those are required.
- Choose New field.
- Enter a name.
- Choose a type: Text, Number, Currency, Date, Dropdown, Multi-select, User, or Boolean.
- For Dropdown or Multi-select, enter one option per line. The hint is “One option per line.”
- Choose Create field.
The dialog titles are New field and Edit field. The columns are Name, Type, and Status. Status is Active or Archived. An empty workspace says “No fields yet.”
A name is 1 to 200 characters after trimming, with no line breaks or tabs. Two fields cannot share a name, ignoring case, including an archived field. A dropdown or multi-select needs 1 to 50 options. Each option is 1 to 100 characters, and no two options may match ignoring case. Other types have no options.
Edit can change the name, type, or options while the field has no stored values. “The type of {field} can’t be changed because some contracts have a value for it. Add a new field with the type you need.” means add a new field instead.
Archive keeps the field without offering it for new work. Restore makes it active. Delete removes a field that has no stored values, including from every contract type that uses it. “{field} can’t be deleted because some contracts have a value for it. Archive it instead.” means archive it.
An archived field is not offered for a new link. A field a contract type already uses stays listed there as Archived until you untick Use.
On the grid, these fields appear under Custom fields in Columns and Filters.