Configure Field Type

Configuring field type allows defining the format and behavior of data stored in the field. This instruction will show how to configure field type and its parameters.

When Needed

  • You need to change the type of an existing field.
  • You want to configure additional field parameters (format, constraints, choice options).
  • You need to set validation rules for the field.
  • You want to optimize data storage and display in the field.

What's Important to Know

  • Field type — defines the format and constraints of data that can be stored in the field.
  • Available types: text, number, date, choice, boolean, link, etc.
  • Each type has its specific settings (text length, date format, choice options).
  • Changing field type may affect existing data, so it's important to check compatibility.

Prerequisites

  • You are logged in with integrator rights.
  • You have navigated to the Custom Data module via Apps -> Custom Data.
  • The model has a field that needs to be configured.
  • You have determined the needed field type and its parameters.

Step-by-Step Instructions

  1. In the Custom Data module, open the needed model.
  2. Find the field that needs to be configured in the model's field list.
  3. Click the edit button next to the field or select "Edit Field" in the actions menu.
  4. In the field editing form, configure type parameters:
    • Field Type — select the needed type from the list (text, number, date, choice, etc.).
    • Depending on the type, configure specific parameters:
      • For text: maximum length, format.
      • For number: minimum/maximum value, number format.
      • For date: display format, date range.
      • For choice: list of choice options.
      • For boolean: default value.
  5. Configure additional parameters:
    • Required Field — whether the field is required for filling.
    • Validation — rules for checking values (optional).
    • Default Value — value that is set automatically.
  6. Click the "Save" or "Update" button — field settings are saved.

What Happens After

The field type is configured, and new parameters apply to all model records. The field displays and works according to the established settings.

How to Verify It Worked

  • Check that the field type and settings are saved correctly.
  • Make sure the field displays correctly in create/edit record forms.
  • Check that validation and constraints work as expected.

Other Methods

  • Some field types can be changed without data loss, but it's always better to check compatibility.
  • You can create a copy of the model to test new field type settings.
  • Use preview to check field display before saving.