Adding new fields to the pipeline card expands the system's functionality for storing important information and monitoring employee activity.
You can expand the list of fields, which will allow you to better customize the section to suit your business needs, as well as store specific data for integration with external systems via API, etc.
Adding fields
To create a field, go to «Settings» → «Advanced» → «Custom fields» tab, click «Add custom field» and fill in the fields:
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Title — will be displayed in the pipeline card;
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Type — select the desired type from the list:
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Text: short text;
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Select: selection from values;
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Textarea: long text;
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Link: for URL;
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Integer: only integers;
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Float: fractional values;
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Date: date selection;
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Datetime: date and time selection;
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Toggle: Yes/No selection, disabled by default (No).
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Entity — select «Pipelines»;
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Pipelines — select the pipelines in which the field will be displayed;
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Required — activate if the field is required to be filled in. Next, check the statuses; when the card is transferred to them, the field will become required.
1. If no status is selected, the field will be mandatory for each of them in all specified pipelines.
2. If cancellation statuses are selected, the check marks on all others are removed.
3. Mandatory status is not available for fields of the «Toggle» type.
Creating fields with a list of values
After selecting the «Select» field type, you can activate the «Multiple» switch, which allows you to select several values at once in the field.
Next, on the «Options» tab, you need to add all the values that will be available for selection in this field.
The number of values in the «Options» section is unlimited; add as many as you need.
Once you have filled in all the details, click the «Save» button, after which the field will appear in the list and become available in the pipeline cards.
Managing additional fields
You can perform the following actions in the field list:
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Move fields — change the order of fields by simply dragging and dropping them. This will change their order not only in this list, but also in the entity itself;
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Filter by entities — with this feature, you can filter the list of fields by entities for convenient management and work with them;
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Edit field — click on the pencil icon in the «Actions» column. The same window will appear as when creating, where you can change the field name, make it mandatory, add/remove options;
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Deleting a field — click on the trash can icon in the «Actions» column and confirm the action, after which the field will be completely deleted.
Where fields are displayed
All created fields are displayed in pipeline cards in the «Extra fields» section.
You can fill them in when creating or working with a card, available in the card filter (except for fields of the «Link» type), document templates, and in our API.
Transferring field values between entities
Data from additional fields of the pipeline card can be transferred:
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To an order — when the pipeline card is transferred to a successful status, if the «Create order» action is configured;
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To another pipeline card — when the pipeline card is moved to a successful status, if the «Create another card» action is configured, or when a card is created by a trigger;
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To the customer — when the customer is saved in the card.
In order for the information to be transferred, you must create identical fields (name and type) in the required entities.
If an additional field was created after the order, customer, or other card was created, it will not be filled in automatically.
