Create a custom field
Add an extra field to a kind of record, choose a place in the form and save it
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With a custom field, you store information that Tillor does not know itself, such as a gas bottle deposit number on a customer. You create it in a few minutes, and on the right of the page you immediately see how colleagues will get the field. Afterwards you fill it in on the record itself, see Visibility and access.
Before you start:
- You need the Manage custom fields permission. Without that permission, the New field button is grey.
- If the field needs a choice, first create a pick list. Otherwise it says Create a pick list first.
- Choose the type carefully: you cannot change it afterwards.
Open Custom fields and choose the tab
Go to SettingsCustom fields and open the tab of the record the field belongs to, for example Customers. Click New field.
If the tab is still empty, you see a few suggestions under Quick start, such as Number of dogs for customers. Click a suggestion to open the form already filled in. Suggestions with a pick list first ask for a list. See Pick lists.
Fill in the field
Under 1. Field, you choose the kind of record at Applies to, give the field a Label and choose the Type. Every type card has a short explanation.
Tillor creates a Key from your label itself. Under 3. Key you can change it with Change before you save.
Fine-tune the field
Under 2. Settings are the options that belong to the chosen type. See Field types and settings. You can also choose:
- Width: Half or Full width in the form
- Position in form: leave the field at the bottom (Default section (bottom)), or choose an existing field of the form and put the field Before or After that field
- Required: the record cannot be saved while the field is empty
- Visibility: only show the field when a condition is met
- Required when: only make the field required when a condition is met
- Validation rules: compare the value with another field, or check it with an expression
- Help text: a short explanation under the input field
Decide who may access it
Under 4. Access, by default everyone may see and edit the field. Click Restrict to change that. See Visibility and access.
Save the field
Click Save. Tillor says Field saved and takes you back to the list. The field is immediately in the record's form.
What happens next?
- The field is immediately in the record's form, at the place you chose.
- Existing records still have an empty value. If the field is required, a colleague has to fill it in before saving such a record again.
- The values are included in the export of customers and terrains and are available in automations.
- Who may see or edit the field, you arrange under 4. Access.
Position and conditions
With Position in form, you put a field with the fields it belongs with, instead of at the bottom. With Visibility, you only show a field when another value calls for it. In this example, Winter storage only appears for a terrain with the Contract type Seasonal, directly after Description.
A condition consists of one or more rules. At Condition type, you choose Rules or Expression. The expression is meant for complicated cases and requires a bit of code. For most fields, rules are enough.
A hidden field is cleared
If a field disappears because the condition no longer holds, Tillor erases the value when the record is saved. If the field comes back, it is empty. A field that is required under a condition is only required while it is visible.
Edit, move or delete a field
In the list, every field has four buttons.
| Button | What it does |
|---|---|
| Move up and Move down | Changes the order of the fields in the form |
| Edit field | Opens the field. The type, the key and the record the field belongs to are then fixed |
| Delete | Deletes the field after a confirmation |
A deleted field disappears from the forms. The values that were filled in do stay on the records, but are no longer shown or edited.