You add fields to objects and custom objects to capture additional key information, filter information, and trigger workflows.
Try it out! Click Configuration > Data model. Select an object or custom object, and click Add.
Use the following pages, to modify fields:
Definitions are only provided for fields that require more information.
The data types are as follows:
- Short Text. The max length is 256 characters.
- Long Text. The max length is 10,000 characters.
- Numeric. The max length is 20 digits.
- DateTime. The options are date and time, date only, and local date.
- System and custom objects
If you select an object, such as assets or SaaS users, or a custom object as the data type a specific field in the object is used to populate the values in the dropdown list of the new field.
For all objects, except for the asset and user objects, the values in the name field are used to populate the values in the dropdown list of the field.
For assets, the values in the Asset tag field are used. For users, the usernames and email addresses are used.
By default, the first twenty options are displayed in the dropdown list. To select other options, you type the first two letters of the option and then select it.
Make it easier for users to choose how options are displayed in records and surveys! You can choose the options that are shown when a field that uses an object as its data type is added as a record or as a variable to surveys. For example, for the asset object the default option that is shown is the asset tag, which doesn't provide enough information to users to make a choice. Just click Configuration > Objects, open the Assets object and select another option such as the device name. When you view the field in a record or add the field to the survey, users will see the asset tag number and the device name in the dropdown list. Learn more
See Object values
The user can edit the field. (Fields that aren't editable can only be edited using the API or a connector.)
Available for short text fields.
You can complete a quick search for values in this field.
Use with caution as it might affect the performance of searches because it involves searching for values in all of the object's records.
Add Updates to History
You select Add Updates to History when you want to track and log changes made to the value in a field for auditing purposes. You also select Add Updates to History to record changes to the value in a field so that a workflow can be triggered when the value of the field changes. Let’s say you add a field called Status to an employee record and when the status changes, you want to trigger a workflow such as onboarding or offboarding. To do this, you must select Add Updates to History to log the changes to the values in the field so that the workflow can be triggered.
If you selected and then disabled Add Updates to History, previous events that were logged on the History page will be kept.
Reduce the noise and performance workload! Only select Add Updates to History for auditing purposes or for triggering workflows.
When you select short text as the data type and the dropdown checkbox, you can use the autocomplete feature. You can also define the sorting order of the list such as A-Z or Z-A.
Display option page
You can choose one of the following options:
You pair a field with another field so that you can add two related values such as the storage capacity of a disk and the type of storage unit.
You can show or hide fields depending on another value. For example, you want to add the type of disk drive for desktop computers, laptops, and servers. And, you want to hide this field for all the other types of assets.
The values that are selected in the first field determine the values that can be selected from the dropdown list in the second field.