Guides
Add Custom Fields
Configure custom field types, validation, and display options on your pipeline blueprint.
Custom fields define the data model for each pipeline, determining what information you capture per item.
Where to add fields
- Go to Settings → Company Settings → Pipelines
- Select the pipeline you want to edit
- Open the blueprint editor
Choosing field types
Fields are organized into five categories (Input, Radio, Select, Checkbox, Date), each with multiple display variants. The most common:
| Text input | Name, company, notes |
| Email address (validates format) | |
| Phone | Phone number |
| URL | Website |
| Currency | Dollar amount (with currency symbol) |
| Number | Numeric value |
| Dropdown / Radio buttons | Choose one option |
| Checkbox group | Choose multiple options |
| Date picker | A date |
| File upload | File attachment |
Adding a field
- Click "Add Field" in the blueprint editor
- Pick a field type and variant from the gallery
- Enter a label and name (e.g., "Deal Value", "Company Size")
- Configure settings:
- Required – must be filled before saving
- Options – for dropdowns, radio, and checkbox fields, define the available choices
- Validation – min/max values, character limits, or regex patterns depending on field type
- Currency – for currency fields, set the currency code, symbol, and formatting
- File settings – for file uploads, set accepted types and size limits
- Stage assignment – control which stages the field appears in
- Display – configure show on hover, show in detail view, and read-only after stage
- Card indicator – display an icon on item cards based on the field value
- Card background color – color code item cards based on the field value
Reordering fields
Drag fields up or down to change the order they appear in the form and on item cards.
Visual customization
You can bind fields to visual elements on item cards for quick information at a glance:
| Card indicator | Display an icon on item cards based on the field value. For option based fields, each option can have its own icon. For text fields, map values to icons using match rules |
| Card background color | Color code item cards on the board based on a field value. Assign colors per option, or define match rules for text fields |
Stage and visibility control
Fields can be scoped to specific stages and locked at certain points in the workflow:
| Stage assignment | Control which stages the field appears in. A field can appear in one stage, multiple stages, or all stages |
| Read-only after stage | Lock the field once an item moves past a certain stage. Useful for preventing changes to values like "Deal Value" after a contract is signed |
| Show on hover | Display the field value when hovering over an item card on the board |
| Show in detail view | Display the field when clicking on an item to view its details |
Best practices
- Start with essential fields. You can add more at any time without affecting existing data.
- Use dropdown fields for data you want to filter or report on (e.g., Source, Industry, Priority).
- Use currency fields instead of plain numbers for monetary values. They format automatically.