Overview
Custom fields let you add properties to any object (core or custom) to capture business-specific data.Field Types
| Type | Use for |
|---|---|
| String | Short text (names, IDs) |
| Text | Long text (notes, descriptions) |
| Number | Numeric values |
| Currency | Monetary amounts |
| Percentage | Percentage values |
| Boolean | Yes/No flags |
| Date | Dates |
| Timestamp | Date and time |
| Email addresses | |
| Phone | Phone numbers |
| URL | Web links |
| Select | Single choice from a list |
| Multi-Select | Multiple choices from a list |
| Object | Reference to another object |
Adding a Custom Field
1
Select Object
Go to Settings → Objects → Select the object
2
Add Field
In the Attributes tab, click Add Field
3
Configure Field
Fill in the field details:
- Label - Display name
- Type - Select from available types
- Description - Help text for users
- Category - Group related fields
4
Set Options
Configure additional options:
- Required - Must have a value
- Filterable - Can filter by this field
- Read-only - Cannot be edited after creation
AI-Assisted Field Creation
Enable the AI-assisted toggle when creating a field. Quivly will suggest:- Field type
- Description
- Help text
- Allowed values (for select fields)
Editing Fields
Click any field to edit its properties. You can change:- Label and description
- Category
- Required/filterable/read-only settings
- Allowed values (for select fields)
Field type and API name cannot be changed after creation.
Archiving Fields
To archive a field you no longer need:- Click the field
- Select Archive
- Provide a reason