How to create a new custom field
How do I create a new custom field?
This article explains how to build a new custom field for your workspace data. Follow these steps to specify field parameters like data type and target category. This helps you track custom customer details.
In this article, you will learn how to
- Create a new custom field in your workspace.
- Choose the correct data type and target category.
- Solve basic errors when initializing custom data fields.
Before you start
Before creating a new custom field, make sure you have:
- A clear plan for the field name and data type.
Important: You cannot change the field type after creation. Ensure you select the correct text or date format before saving.
How to create a new custom field
- Log in to your Flownally workspace.
- Go to the Settings tab.
- Go to the Custom fields section.
- Click on the Create field button.
- Provide a name for the new tag.
- Choose if you want it to apply to contacts or to properties.
- Choose if the field should be a text or a date.
- Click on the Create field button.
What happens after creating a new custom field?
After creating a new custom field, the field becomes available throughout your workspace settings. You can now use it to save unique data for your contacts or properties.
Troubleshooting
A custom field with this name already exists
The system displays an error when saving the field. This happens because the chosen name already exists in your workspace. You must type a different unique name to complete the process.
Field type locked
The dropdown menu for field type freezes during configuration. This occurs due to a temporary script loading lag on the page. You need to reload your browser window to fix the input.