How to Define Custom Fields in a Pipeline

1. Select the desired pipeline by clicking its tab at the top.
2. Click “Module Settings”, represented by the Gear Icon icon in the upper right corner.
3. In the “Update Pipeline” modal, click the “Fields” tab.

1. Click “+ Add Custom Field”.
2. In the “Create Custom Field” modal, fill in:

• Label: text that will appear as the label (e.g., “Customer”).
• Type: select the input type (Text, Number, Email, Select, Date, etc.).
• Layout: choose Single or Double for width in the card or form.
• Placeholder: enter example text that will appear inside the field.
• Mask: define a formatting pattern (e.g., (000) 000-0000).
• Is the Field Required?: enable if the field must be filled.
• Is the Field Read Only?: enable if the field cannot be edited by users.

1. Still in the “Create Custom Field” or “Update Custom Field” modal, click the “Visibility” tab next to “Field”.
2. Fill in each visibility rule:

• Field: choose the controlling field (e.g., “Status”).
• Operator: select the condition (Equal, Not Equal, Contains, etc.).
• Value: enter the value that triggers visibility (e.g., “In Progress”).

    3. Click “+ Add Filter” for each additional rule (optional).

    4. After configuring the rules, click “Create Field” or “Update              Field” to save.

• Use clear labels to make fields easy to understand.
• Define only necessary rules to avoid overloading the form.
• Test visibility by creating cards in different stages.
• Document each field and its rules in your internal wiki.