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Custom Fields

Extend entities with custom metadata fields.

Overview

Custom fields allow organizations to add custom properties to standard entities without modifying the codebase.

Supported Entity Types

EntityCustom Fields Support
Employee
Task
Project
Contact
Invoice

Field Types

TypeDescriptionExample
TextSingle-line text"Department Code"
TextareaMulti-line text"Notes"
NumberNumeric value"Employee ID"
DateDate picker"Certification Date"
SelectDropdown options"Shirt Size"
CheckboxBoolean toggle"Remote Worker"
URLWeb link"Portfolio URL"

Creating Custom Fields

  1. Go to SettingsCustom Fields
  2. Click Add Field
  3. Configure:
    • Entity type
    • Field name and label
    • Field type
    • Required/optional
    • Default value
    • Options (for Select type)
  4. Save

Implementation

Custom fields are stored as JSON in the entity's customFields column:

{
"customFields": {
"department_code": "ENG-42",
"remote_worker": true,
"portfolio_url": "https://example.com"
}
}

API Usage

Include custom fields in API requests:

POST /api/employee
{
"firstName": "John",
"customFields": {
"department_code": "ENG-42"
}
}