Managing Field Types

Use this for names, short descriptions, and any general written information. It’s flexible and ideal when the content doesn’t need strict formatting or validation.

Best for longer notes, detailed descriptions, or instructions. Rich text fields allow formatting like bold, lists, and links, making longer content easier to read and organize.

Designed for numeric data such as quantities, prices, or scores. Number fields allow sorting, filtering, calculations, and accurate reporting.

Use these for due dates, meeting times, and scheduling. They ensure dates follow consistent formatting and unlock features like calendar views, timelines, and chronological sorting.

A simple true/false, yes/no field. Perfect for toggles such as "Is Active?", "Is Paid?", or "Requires Follow-Up".

Useful when you want users to choose one or more options from a predefined set of options. Such as status, category, or priority. This keeps your data consistent and clean.

The Checklist field contains a list of items where each individual item can be checked off. It behaves like a mini to-do list within a record. This is especially useful for multi-step processes, onboarding tasks, quality assurance checks, or any process where you need to ensure all required actions are completed.

Allows uploading documents, images, PDFs, or any files relevant to the record. Useful for contracts, designs, scanned documents, or media assets.

This field is designed specifically for storing hyperlinks. When a user enters a URL, the field automatically formats it as a clickable link, making it easy to open external websites, documents, or resources.

The Email field is used to store email addresses in a validated format. Clicking on the email will open the user’s default email client with a new message pre-addressed. This field is perfect for contact lists, client databases, user directories, or any area where communication is involved.

The Phone field stores phone numbers in a clean, consistent format. Validation rules are also applied and numbers are automatically formatted based on region, improving readability. Use this when tracking mobile numbers, landlines, emergency contacts, or customer service numbers.

The Rating field allows users to select a value on a defined scale. It’s great for capturing subjective assessments in a structured way. Common use cases include customer satisfaction scores, quality checks, priority scoring, or internal reviews.

Assigns responsibility to a specific user in the workspace. This is essential for workflows, notifications, and collaborative task management.

Similar to Link to User, this field assigns responsibility to all users in a specific role in the workspace.

Used to connect records in one App to records in another one. For example, linking a project to a client, or a task to an employee. These relationships help you build powerful, connected databases instead of isolated lists.

Automatically calculates values based on other fields. Ideal for totals, KPIs, conditional values, and dynamic outputs (e.g. "Total Cost = Quantity × Price").

You can select a delimiter if the text contains multiple items. If a delimiter is selected, multiple choice will be enabled automatically.

If all records are empty, two placeholder items (e.g. “Item 1”, “Item 2”) will be created.

Exact matches are checked first, if none are found, approximate matches are used.

If multiple users share the same name, all matching users will be selected.

All values will be validated as email addresses before conversion starts. Any invalid values will be listed for review.

During conversion, invalid values will be removed.

All values will be validated as URLs. Invalid values will be removed during conversion.

You can select the decimal separator and the number of decimal places.

All non-numeric characters will be removed before conversion.

If multiple numbers exist within the text, only the first one will be used.

If no numbers are found, the value will be removed.

Follows the process done for Text → Number. Values in this case will be interpreted as numbers between 0 and 10.

The largest value found in the field will determine the rating field’s maximum range.

You can define which text value should be interpreted as "true" (e.g., Yes, True, Ticked, 1).

Phone numbers and tags will be extracted automatically.

Extra spaces, brackets, dashes, and formatting characters will be removed.

If multiple numbers exist, they will be assumed to be separated by commas, pipes, or slashes.

Tags must appear before the number in the format < tag > : < number >.

Date

Date Time

Date Range

You can select the date format.

Any invalid date values will be listed before conversion.

If the data uses slashes or dashes inconsistently, both variations will be tried automatically.

For Date Time and Range, you can also select the timezone.

Both 12-hour and 24-hour time formats will be recognized during conversion.

You can define the text that should appear for true and false values.

Records with no existing value will be treated as false.

Values will be rounded to the nearest whole number and limited to the range 0–10.

Select options will be created for all possible rating values.

Values above the allowed range will be set to the maximum, values below 0 will be set to 0.