Add Custom Fields
Custom fields define the data model for each pipeline, determining what information you capture per item.
Where to add fields
- Go to Settings → Company Settings → Pipelines
- Select the pipeline you want to edit
- Open the blueprint editor
Field categories
Fields are organized into six categories. Each category has multiple display variants, which are different visual ways to present the same kind of data.
Input fields
For capturing text, numbers, contact details, files, and formatted data.
| Text Input | Basic text field for names, titles, and short answers | Contact Name, Company, Job Title |
| Email address with automatic format validation | Contact Email, Work Email | |
| Phone Number | Phone number with format validation | Business Phone |
| International Phone | Phone with country selector and international formatting | Mobile Number |
| URL | Website address with URL validation | Company Website, LinkedIn |
| Custom Format | Text field with custom regex validation | Account ID, License Number |
| Decimal Number | Number that allows decimals | Annual Revenue, Quantity |
| Integer | Whole numbers only | Units, Headcount, Score |
| Currency Amount | Money field with currency symbol and formatting | Deal Value, Monthly Fee |
| Multi-line Text | Large text box for notes and descriptions | Deal Notes, Requirements |
| Validated Text Area | Multi-line text with custom format validation | Call Summary, Meeting Notes |
| File Upload | Drag and drop file uploader | Contract File, Floor Plan |
Radio fields (select one)
Choose a single option from a list. 13 display variants:
| Radio | Standard vertical list of options |
| Radio - Inline | Horizontal layout for 2-4 short options |
| Radio - Large | Emphasized options with extra spacing |
| Radio - Cards | Clickable cards with labels and descriptions |
| Radio - Cards with icons | Large cards with icons for visual recognition |
| Radio - Medium cards with icons | Medium icon cards for balanced selection |
| Radio - Small cards with icons | Compact icon cards in a grid |
| Radio - Small Cards | Compact cards that save space |
| Radio - Mini Cards | Minimal cards for fitting many options |
| Radio - Inline buttons | Button-style horizontal selection |
| Radio - Dropdown | Options inside a dropdown menu |
| Radio - List | Compact list without extra spacing |
| Radio - Listbox | Compact list in a box format |
Select fields (select multiple)
Choose multiple options from a list. 15 display variants:
| Select | Standard multi-select menu |
| Select - Right Aligned | Multi-select with right-aligned text |
| Select - Inline | Horizontal compact layout |
| Select - Large | Bigger text and spacing |
| Select - Cards | Card-style options with descriptions |
| Select - Cards with icons | Large cards with icons |
| Select - Medium cards with icons | Medium icon cards |
| Select - Small cards with icons | Compact icon cards |
| Select - Small Cards | Small space-saving cards |
| Select - Inline buttons | Button-style multi-select |
| Select - Circular inline buttons | Circle indicator buttons |
| Select - Dropdown | Searchable multi-select with filtering |
| Select - Tags | Removable tags display |
| Select - List | Compact list |
| Select - Listbox | Compact list in a box |
Checkbox fields (toggle options)
Set the status of each option independently. 13 display variants:
| Checkbox | Standard vertical checkboxes |
| Checkbox - Right Aligned | Right-aligned checkboxes |
| Checkbox - Inline | Horizontal checkboxes |
| Checkbox - Large | Bigger checkboxes with extra spacing |
| Checkbox - Cards | Clickable cards with checkboxes |
| Checkbox - Cards with icons | Large checkbox cards with icons |
| Checkbox - Small cards with icons | Compact icon cards |
| Checkbox - Tiny cards with icons | Minimal icon cards for tight spaces |
| Checkbox - Tiny Cards | Very small cards for maximum space efficiency |
| Checkbox - List | Compact list of checkboxes |
| Checkbox - Inline buttons | Button-style toggles |
| Checkbox - Circular inline buttons | Circle indicator toggles |
| Checkbox - Dropdown | Checkboxes inside a dropdown |
Date and time fields
Date and time selection. 7 variants:
| Date Picker | Calendar popup for picking a date (YYYY-MM-DD) |
| Date Input and Picker | Type a date or click to open calendar (YYYY-MM-DD) |
| Date & Time Picker | Pick both date and time (YYYY-MM-DDTHH:MM) |
| Natural Language Date | Type dates like "tomorrow" or "next Friday" (YYYY-MM-DD) |
| Date Range Picker | Select a start and end date |
| Time Picker | Pick hours and minutes (HH:MM) |
| Time Picker (Seconds) | Pick hours, minutes, and seconds (HH:MM:SS) |
Reference fields
Link an item to another item in a different pipeline. Useful for modeling relationships between records, such as connecting a daily report to its construction site, or a support ticket to a customer account.
| Item Link | Reference to a single item in another pipeline. Users pick from a suggestion list or paste the short code shared with them |
When users open an item that contains an Item Link, the linked item's short code and name are shown alongside the field. If the user does not have permission to view the target pipeline, the link is preserved but displayed as inaccessible.
See Link Items Between Pipelines for a full walkthrough, common patterns, and access rules.
Adding a field
- Click "Add Field" in the blueprint editor
- Pick a field type and variant from the gallery
- Enter a label and name (e.g., "Deal Value", "Company Size")
- Configure the field settings (see below)
- Save
Field settings
Common settings (all fields)
| Label | Display name shown in forms and cards |
| Name | Unique identifier (auto-generated from label, snake_case) |
| Description | Help text displayed below the field |
| Required | Must be filled before saving the item |
| Default value | Pre-filled value for new items |
| Icon | Optional icon displayed alongside the field |
Validation settings
Available validation depends on the field type:
| Min / Max value | Restrict the numeric range (Number, Currency) |
| Min / Max length | Restrict character count (Text, Multi-line) |
| Pattern (regex) | Custom format validation using regex (Custom Format, Validated Text Area) |
| Integer only | Reject decimal values (Decimal Number) |
| Positive only | Reject negative values (Number types) |
Currency field settings
| Currency code | ISO code (e.g., USD, EUR, GBP, INR) |
| Currency symbol | Display symbol (e.g., $, €, £) |
| Symbol position | Start, end, or both |
| Decimal precision | Number of decimal places (default: 2) |
| Allow negative | Whether negative amounts are permitted |
| Allowed codes | Restrict to specific currencies |
File upload settings
| Multiple files | Allow uploading more than one file |
| Accepted types | File type filter (e.g., image/*, .pdf) |
| Max file size | Maximum bytes per file (default: 10 MB) |
| Max file count | Maximum number of files when multiple is enabled (default: 5) |
Item Link settings
| Target pipeline | The pipeline whose items can be selected. Required before the field can be saved |
The target pipeline is set per field, so different Item Link fields on the same blueprint can point at different pipelines. Each item in the field references one item from the target pipeline by its short code.
Option settings (Radio, Select, Checkbox)
Each option has:
| Label | Display text (value is auto-derived: "Small Business" becomes "small_business") |
| Icon | Lucide icon name (shown in card and icon variants) |
| Sublabel | Secondary text (shown in large and card variants) |
| Description | Detailed text (shown in large and card variants) |
| Default checked | For checkboxes: whether the option is pre-checked |
Stage and visibility control
Fields can be scoped to specific stages and locked at certain points in the workflow:
| Stage assignment | Control which stages the field appears in. A field can appear in one stage, multiple stages, or all stages |
| Read-only after stage | Lock the field once an item moves past a certain stage. Useful for preventing changes to values like "Deal Value" after a contract is signed |
| Show on hover | Display the field value when hovering over an item card on the board |
| Show in detail view | Display the field when clicking on an item to view its details |
Stage Mapping
As a blueprint grows, it gets harder to track which fields appear where. Open Settings → Company Settings → Dashboard → Manage Blueprints and click Stage Mapping on any blueprint to see a summary table of every field, the stages it's visible in, where it becomes read-only, and whether it surfaces on the card or overview.
Visual customization
Bind fields to visual elements on item cards for quick information at a glance:
Card indicators
Display an icon on item cards based on the field value.
- Option-based fields (Radio, Select, Checkbox): each option can have its own icon assigned directly
- Text fields: map values to icons using match rules (exact match, contains, or regex pattern)
Card background color
Color-code item cards on the board based on a field value.
- Option-based fields: assign a color to each option
- Text fields: define match rules to map values to colors
Conditional visibility
Show or hide a field based on another field's value. Configure:
| Condition field | Which field to check |
| Condition value | What value must match for this field to be visible |
Reordering fields
Drag fields up or down to change the order they appear in the form and on item cards.
Best practices
- Start with essential fields. You can add more at any time without affecting existing data.
- Use dropdown or radio fields for data you want to filter or report on (e.g., Source, Industry, Priority).
- Use currency fields instead of plain numbers for monetary values. They format automatically and can be set as the item card value field.
- Use card indicators on priority or status-like fields so your team can scan the board at a glance.
- Use stage assignment to only show fields relevant to each workflow step. Keep forms clean and focused.
- Use read-only after stage to lock critical data once a deal progresses past a certain point.