feat: Migrate documentation to Mintlify and implement Helper Agent with search functionality (#15443)
This commit is contained in:
@@ -0,0 +1,118 @@
|
||||
---
|
||||
title: Fields
|
||||
info: "Understand the role of fields and how to handle them."
|
||||
image: /images/user-guide/fields/field.png
|
||||
sectionInfo: Flexible data model designed to support your unique business processes
|
||||
---
|
||||
<Frame>
|
||||
<img src="/images/user-guide/fields/field.png" alt="Header" />
|
||||
</Frame>
|
||||
|
||||
## About Fields
|
||||
|
||||
Fields are like columns in a spreadsheet. They store different types of data like text, numbers, or dates. Fields can be standard (built-in) or custom (the ones you create).
|
||||
|
||||
### Standard Fields
|
||||
|
||||
Standard fields come built-in with Twenty to handle common business needs.
|
||||
|
||||
For example, `First Name` and `Last Name` are standard fields in the `People` object. They store text data for individual names.
|
||||
|
||||
You cannot delete standard fields, but you can deactivate them if you don't need them.
|
||||
|
||||
You can also customize the options of the standard ```SELECT``` type fields, for example the options for the ```Stage``` on Opportunities.
|
||||
|
||||
<img src="/images/user-guide/fields/standard-fields.png" style={{width:'100%'}}/>
|
||||
|
||||
### Custom Fields
|
||||
|
||||
Custom fields can be added to any object. You can store text, numbers, dates, dropdown selections, and more. Use custom fields to track information that's specific to your business.
|
||||
|
||||
For instance, a custom field for SpaceX could be `Rocket Active Status`, indicating if a rocket is operational.
|
||||
|
||||
<img src="/images/user-guide/fields/custom-fields.png"style={{width:'100%'}}/>
|
||||
|
||||
## Create a Custom Field
|
||||
|
||||
To add a custom field to any object, follow these steps:
|
||||
1. Go to `Settings` in the left sidebar.
|
||||
2. Go to `Data Model`, then select the object you wish to customize.
|
||||
3. Proceed by clicking on `Add Field`.
|
||||
4. Choose a field name and type that suits your requirements. Consider adding a field description for better understanding.
|
||||
|
||||
Your newly created field is now available within the application's fields. To display it on a specific view, click on the options menu, then select `Fields`.
|
||||
|
||||
<div style={{padding:'71.15% 0 0 0', position:'relative', margin: '32px 0px 0px'}}>
|
||||
<iframe
|
||||
src="https://player.vimeo.com/video/927628219?autoplay=1&loop=1&autopause=0&background=1&app_id=58479"
|
||||
frameBorder="0"
|
||||
allow="autoplay; fullscreen; picture-in-picture; clipboard-write"
|
||||
style={{
|
||||
position:'absolute',
|
||||
top:0,
|
||||
left:0,
|
||||
width:'100%',
|
||||
height:'100%',
|
||||
borderRadius: '16px',
|
||||
border:'2px solid black'
|
||||
}}
|
||||
title="Export data"
|
||||
></iframe>
|
||||
</div>
|
||||
<script src="https://player.vimeo.com/api/player.js"></script>
|
||||
|
||||
**Quick way:** Click the **+** button at the top right of any object table, then select `Customize fields`. This takes you directly to the Data Model settings.
|
||||
|
||||
<img src="/images/user-guide/fields/quick-new-field.png" style={{width:'100%'}}/>
|
||||
|
||||
## Deactivate a field
|
||||
|
||||
You can deactivate a field to hide it from the app without losing your data. Think of it as hiding the field rather than deleting it.
|
||||
|
||||
Here's how you can do it:
|
||||
|
||||
1. Find the field you want to deactivate in your object settings.
|
||||
|
||||
2. Click the three dots `⋮` next to the field to open the menu.
|
||||
|
||||
3. Select `Deactivate` from the dropdown.
|
||||
|
||||
<img src="/images/user-guide/fields/deactivate-field.png" style={{width:'100%'}}/>
|
||||
|
||||
What happens when you deactivate a field?
|
||||
|
||||
1. **In the app:** The field disappears and you can't add new values to it.
|
||||
|
||||
2. **Existing relationships:** If it's a relation field, existing connections stay but you can't create new ones.
|
||||
|
||||
3. **API access:** You can still access the field and its data through the API.
|
||||
|
||||
You can reactivate Standard and Custom Fields or have the option to permanently delete them.
|
||||
|
||||
## Make Fields Unique
|
||||
|
||||
Make a field unique to ensure distinct records cannot have the same value. For example, email addresses are unique for each person.
|
||||
|
||||
If you get an error when setting uniqueness, check for duplicate values in your data (including deleted records).
|
||||
|
||||
## Field Configuration Best Practices
|
||||
|
||||
### Naming Conventions and Limitations
|
||||
- **Relation field names cannot be updated** after creation (impacts API structure)
|
||||
- **Singular and plural named must be distinct**: Our GraphQL API needs distinct names for mutations
|
||||
- **Protected field names**: some names are reserved for system usage (e.g., ```Type```)
|
||||
|
||||
### Currency and Phone Fields
|
||||
- **Default currency**: can be configured via the data model
|
||||
- **Default country codes**: can be configured for phone fields via the data model
|
||||
|
||||
### Select Fields
|
||||
- **A default option can be selected** for each Select field
|
||||
|
||||
### Record Text Fields
|
||||
- **Each object has one main display field**: This field appears in the leftmost column and represents the record when linked to other objects. It must be a text field. For example, People uses `Name` as the main field, so when you link a person to a company, you'll see their name in the company's view.
|
||||
|
||||
### Relation Fields
|
||||
- **Connect objects together**: Relation fields link records from different objects. For detailed information on creating and managing relationships, see our [Relation Fields](/user-guide/section/data-model/object-relations) article.
|
||||
|
||||
|
||||
Reference in New Issue
Block a user