Overview
Store information that Tillor does not know itself, such as deposit numbers, number of dogs or winter storage, as an extra field on a record
Last updated on
With custom fields, you add fields to a record yourself. Think of a gas bottle deposit number on a customer, a surcharge on a terrain or an expected arrival time on a reservation. The field appears in that record's form, just like the fields Tillor brings itself.
You manage them under SettingsCustom fields.
Good to know
- You cannot change a field's type and key after creating it
- Text: 1,000 characters at most by default, Long text 10,000. A pick list has 200 options at most
- A group of fields has 30 subfields at most. Repeating rows: 100 rows at most by default, never more than 500
- Files: 20 per field at most by default (never more than 50), each 50 MB at most
- A field that disappears because of a condition is cleared when the record is saved
- A deleted field disappears from the forms. The values that were filled in do stay on the records
- All limits per type are under Field types and settings
How does this fit together?
You create a field once, and it then appears everywhere that kind of record is filled in.
- Pick lists you create separately from the fields. If you change an option, it is correct in every field that uses the list.
- A field belongs to one kind of record. The type and key are fixed.
- Access you arrange per field. Anyone who may not see a field never gets to see the value, not even in exports or automations.
Where you can add custom fields
Every kind of record has its own tab. The number of fields is shown after the name.
| Tab | Record |
|---|---|
| Customers | Customer profile |
| Terrains | Terrain |
| Occupations | Occupation |
| Meters | Meter |
| Tasks | Task |
| Products | Product |
| Documents | Document |
| Reservations | Reservation |
| Access methods | Access method |
The Pick lists tab has no records. There you create lists of options that you reuse in choice fields.
What you can do with them
- Add a field of a certain type, such as text, number, amount, date, choice or file. See Field types and settings
- Place the field in the form among the existing fields, or only show it when another value matches
- Make the field required, optionally only under a condition
- Decide who may see the field and who may edit it. See Visibility and access
The values are available in the export of customers and terrains and in automations. An automation can also fill a custom field with the Set custom field step.
Who can use it
Managing requires a permission
Creating, changing, rearranging and deleting fields is possible with the Manage custom fields permission. Anyone without it can open the page if they may view settings, but the buttons are then disabled. Anyone who may see and edit a field can fill it in on a record.
Parts
Create a custom field
Add, place and adjust a field step by step
Pick lists
Define options for the Choice and Multiple choice types
Field types and settings
Which settings and limits apply per type
Visibility and access
Where the values appear and who may see or edit them
Terms
- Custom field: an extra field that you add to a record yourself
- Label: the name that colleagues see above the input field
- Key: the fixed name of the field, for example
gasMeterNumber. You see it in the list and it is used in exports and filters - Type: what kind of value the field stores
- Pick list: a list of options that you use in several choice fields
More terms are in the glossary. A worked example is under Practical examples.