Documentation Index
Fetch the complete documentation index at: https://help.loopiq.com/llms.txt
Use this file to discover all available pages before exploring further.
Manage Custom Fields Step by Step
What this does
This guide explains the full process for creating, validating, and rolling out custom fields safely.Before you begin
Decide:- which module or entity needs the field
- whether the field is optional or required
- whether it should be text, number, date, select, or another supported type
- whether it should appear only internally or broadly in user forms
Steps
- Open
OrganizationorTeamsettings. - Go to
Custom Fields. - Select
Create New. - Enter the field name.
- Choose the field type.
- Select the target entity or form location.
- If the field is a selectable type, add the allowed values.
- Mark the field as required only if the data is truly necessary.
- Save the custom field.
- Open a create or edit screen for the target entity.
- Confirm the field appears in the correct place.
- Test entering and saving a value.
What happens next
Once published, the field becomes part of the data users enter for that entity.Tips
- Keep field names user-friendly.
- Avoid creating duplicate fields with slightly different names.
- Test the field before announcing it broadly.