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Intro to field types

#basics

Leo avatar
Written by Leo
Updated over a year ago

Build your own powerful apps. Apps create and organize records. To give your records all kinds of context - add fields like: due date, task owner, helpful URLs, last modified timestamps, etc. Then use these fields to filter, sort, and search your data.

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1. Basic fields

  • Single line text - Best for short content, such as titles, names or keywords.

  • Multiple line text - Basic text with rich text styling options. Great to keep notes or prepare a meeting agenda. Learn more about β†’

  • Single select - Select one option from a list of predefined options. Learn more about β†’

  • Multiple select - Choose one or more options from a list of predefined options. Learn more about β†’

  • Date - Essential for setting project deadlines and scheduling meetings since it allows you to enter a date and optionally a time.

  • Member - Add members to records so that tasks can be assigned and responsibilities can be seen.

  • Files - Add images, documents, or other files which can then be viewed or downloaded.

  • Image - Display images in different layouts and sizes in your record.

  • Checklist - Create subtasks to break up the work of a record into smaller parts. Learn more about β†’

  • Number - Enables you to hold any numeric values with options to set a certain precision or show a unit symbol. Learn more about β†’

  • Link - Add hyperlinks to any website and show rich previews using a link field.

  • Location - Enter the address of a specific location and see it on a geographic map.

  • Email - Save multiple email addresses and send an email directly to one of these addresses.

  • Phone - Store multiple phone numbers and start a call directly to one of these numbers.

2. Advanced fields

  • Status - Get an instant overview of where things stand and to show their completion state in your focus. You can only have one status field per app, use a single select field instead. Learn more about β†’

  • Relation - To reference records, you can easily link one or more apps together with a relation field.

  • Calculation - Run all kinds of calculations and functions based on other fields within an app, as well as fields within referenced apps. Learn more about β†’

  • Unique ID - Generate a unique, automatically incremented number for each record.

  • Created on - Automatically shows the date and time that each record was created.

  • Created by - Automatically shows the user by whom each record was created.

  • Last modified on - Automatically shows the date and time that each record was created.

  • Last modified by - Automatically shows the user by whom each record was last modified.

3. Customize fields

a) Add a new field by clicking the +. This will bring up a menu where you can select a field type.

As you add a new field (click the "+" icon) or edit a saved field (click the "pen" Icon), the menu to the field settings opens. It gives you these options:

  • Change the field name for an individual naming

  • Customize General settings for each field types

    • Required field: decides whether entering field value in the field is necessary

    • Hidden if empty: the field will disappear if it has no value in it.

    • Always hidden: the field will not show up at the record

    • Show help text: to explain the valid uses for the field

πŸ’‘Note: When you hide fields, they get aggregated in a single menu item at the top of the record. You can click this to easily show any hidden fields.

  • For some fields, select specific Field type settings - here a few examples

    • Single or multiple select field: Layout settings like dropdown list, inline or list

    • Date field: Include time, include end date, show in calendar

    • Checklist field: Show checklist items in focus, hide completed checklist items

    • Number field: Show thousand separator, Show unit symbol as prefix or Show unit symbol as suffix - this is a great way to give our number a intended use

b) After you created a field:

  • Rearrange fields: Change the order in which your fields appear in your record by using Drag & Drop. Now you can change the order for Unique ID, Checklist Created on, Created by, Last modified on, Last modified by and Attachment as they are own field types.

  • Delete field or Duplicate field: Click the "..." icon of each field types, this menu brings up these options.


4. Edit field values

Any data put into a field is called a value. There is a different way to edit values for each type of field in order to keep things simple. Here are just a few examples:

  • In Single and Multiple line text fields, you can add texts, numbers or special characters. Within multiple line you can give your text a layout. To open the menu simply highlight the text or type "/". Write ":" and start typing the name of an emoji to choose one e.g. :tada (=πŸŽ‰ )

  • For Date fields, clicking to add data will bring up the date picker, where you can select the day relevant to the record - for example a due date or deadline.

  • For Single or Multiple select fields, you'll be prompted to add options by typing or by clicking on one option. Single allows you to select one option, multiple more.

  • In a Member field, you can tag yourself or members of your organization.

  • For Attachment fields, clicking on the field provided will prompt you to upload a file. You can also drag a file from your computer into the field to upload it.

  • Values automatically appear for these properties: Created on, Created by, Last modified on, Last modified by.

  • You can simply type (or paste) values for Link, Email, Phone, Number fields, just like you would for a text field.

  • Editing values for Relation and Calculation field requires multiple steps.
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