How to configure a custom field?
Create a new data field to enrich your manageable objects
Introduction
When you want to add specific information to a manageable object, you can create a custom field. This screen allows you to define the name, the technical identifier, and the data type of the field.
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Prerequisites : You must have the
Admin role to access this screen.
Access
- In the left side menu, click on Settings
- In the Data section, click on Data model
- Locate the Manageable object to customize
- Click the ⋮ menu on the right of the row and select Edit
- Click on + New field at the top right
Fill in the general information
Name
Enter the field name in the Name field. This name will be displayed in the user interface.
Choose an explicit name that clearly describes the data (e.g.: « VAT number », « Date of birth », « Business sector »).
API Name
The API Name is automatically generated from the name entered. This technical identifier is used for integrations and the API.
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Tip : You can edit the API name if necessary, but prefer a simple lowercase format with underscores (e.g.:
numero_tva,
date_naissance).
Data type
Select the field data type from the Data type dropdown:
- Text : To store character strings (names, descriptions, identifiers, etc.)
- Number : To store numeric values (quantities, amounts, percentages, etc.)
Save
Once all fields have been filled in, click on Save at the top right. The new field appears in the object's field list with the Custom badge.
Related articles
- How to add a custom field to an object?
- How to manage the data model?
- How to create a custom form?