The actual list of types, dialog fields, and rules for custom fields. For step-by-step actions, see Managing custom fields. For how it works, see Custom fields: how it works.
| Type | What is entered |
|---|
| Text | A free-form string |
| Number | A numeric value |
| Date | A date |
| Date and time | A date and time |
| List | Choice of one of the predefined options |
| Yes / No | A “yes” or “no” toggle |
The dialog is called New field when creating and Edit field when editing.
| Field | Required | Description |
|---|
| Field label | yes | Name in forms and on cards |
| Field key (internal name) | yes | Storage identifier. Only lowercase letters, digits, and underscore. Cannot be changed after creation |
| Field type | yes | One of six types. Cannot be changed after creation |
| Options | for the “List” type | List of options: Name and Value |
| Scope by asset type | no | Only for the “Assets” and “Inventory” entities |
| Required | — | Makes the field required for saving a record |
| Active | — | Checked by default; clearing it hides the field without deleting it |
| Option field | Description |
|---|
| Name | Text visible to the user in the dropdown |
| Value | Stored in the system; filled in from Name, stops updating after a manual edit |
Options without a filled-in Name and Value are not saved.
| Entity | Scope by asset type | Field order |
|---|
| Assets | yes | Within a single asset type |
| Employees | no (applies to all) | Common list |
| Inventory | yes | Within a single asset type |
An empty Scope by asset type field (the All asset types option) means it applies to all types.
| Property | After creation |
|---|
| Field key (internal name) | Unavailable for changes |
| Field type | Unavailable for changes |
To change the key or type, the field is deleted and created again.
Filled-in fields are shown on the record’s card; empty ones are not displayed.
| Type | Display |
|---|
| Text | As entered |
| Number | As entered |
| Date | In the company’s date format |
| Date and time | In the company’s date and time format |
| List | Name of the selected option |
| Yes / No | ✓ (yes) or ✗ (no) |
| Label | When shown |
|---|
| Field type | Always (for example, “Text,” “List”) |
| Asset type name | If the field is scoped by asset type |
| Required | If the field is required |
| Inactive | If the field’s Active checkbox is cleared |
