This article walks through adding a new custom field, configuring its options and seeing it appear in forms and views.
Step-by-Step
- Open Architect Panel → Datastores → (your datastore) → Fields.
- Click Add Field.
- Pick the field type (see the field types reference for guidance).
- Configure basic properties:
- Label — what users see.
- Internal key — used in code/API (auto-suggested from label).
- Help text — short explanation shown beneath the field.
- Placeholder — greyed-out example text.
- Validation rules:
- Required / optional.
- Min/max for numbers and dates.
- Regex pattern for text.
- Custom validation function.
- Advanced options:
- Indexed (for fast searching/filtering).
- Encrypted (for sensitive data).
- Default value when a row is created.
- Visibility per layout / per group.
- Save. The field is immediately available throughout the platform.
What Happens Behind the Scenes
- A new column is added to the datastore's table.
- Existing rows get the default value (or NULL if no default).
- Forms, browse views and API responses pick up the field automatically.
- Search index updated if the field is marked searchable.
Worked Examples
- Customer industry: Dropdown field, options pulled from a master list, indexed for filtering, default “Unknown”.
- NPS score: Number field, min 0, max 10, indexed for reporting.
- Sensitive notes: Text area, encrypted at rest, visible only to admin group.
- Computed renewal date: Formula field —
subscription_start_date + INTERVAL 1 YEAR. - Linked account manager: Linked record to Users datastore, filtered to users in “Sales” group.