Types of Custom Fields
Learn about the different types of custom fields available in the octapipe pipeline and their applications
Support Team
Last Update 4 months ago
Understanding the types of custom fields helps structure pipelines better and organize data more efficiently. See below how to access and identify each available type.
1st Step: Accessing the Pipelines Module
In the upper left side menu, click “Pipelines”.
1st Step: Accessing the Pipelines Module
In the upper left side menu, click “Pipelines”.
2nd Step: Accessing Custom Fields
- Open “Module Settings” represented by the Gear Icon in the upper right corner of the Pipelines screen.
- Select the “Fields” tab.
- Choose one of the following options:
• To edit: access “Update Custom Field” by clicking the field.
• Associate Existing Field: Activate existing fields to bind
them in your current pipeline.
3rd Step: Types of Custom Fields
In the “Create/Edit Custom Field” modal, open the “Type” dropdown to view the available options:
• Text: simple text field for short information (e.g., name, title).
• Number: accepts only numeric values, ideal for quantities or metrics.
• Email: validated format for email addresses.
• Text Area: larger space for descriptions or long notes.
• Select: dropdown menu for a single choice among predefined options.
• Multi Select: allows selecting more than one option from a list.
• Checkbox: binary selection (yes/no).
• Date: selector for day, month, and year.
• Time: selector for hours and minutes.
• Money: field formatted for monetary values, including currency symbol.
• Link: field to insert URLs with format validation.
• Divider: line used to visually separate sections of the form.
Best Practices:
• Choose the appropriate field type to ensure data is recorded correctly.
• Avoid using Multi Select when only one choice is required.
• Use Select for predefined options to guide users.
• Use Divider in long forms to organize sections.
• Standardize field types across similar pipelines to maintain consistency.
Conclusion:
You have learned about the types of custom fields available in the pipeline and how to apply them effectively. If you have any questions, contact our support team.
In the “Create/Edit Custom Field” modal, open the “Type” dropdown to view the available options:
• Text: simple text field for short information (e.g., name, title).
• Number: accepts only numeric values, ideal for quantities or metrics.
• Email: validated format for email addresses.
• Text Area: larger space for descriptions or long notes.
• Select: dropdown menu for a single choice among predefined options.
• Multi Select: allows selecting more than one option from a list.
• Checkbox: binary selection (yes/no).
• Date: selector for day, month, and year.
• Time: selector for hours and minutes.
• Money: field formatted for monetary values, including currency symbol.
• Link: field to insert URLs with format validation.
• Divider: line used to visually separate sections of the form.
Best Practices:
• Choose the appropriate field type to ensure data is recorded correctly.
• Avoid using Multi Select when only one choice is required.
• Use Select for predefined options to guide users.
• Use Divider in long forms to organize sections.
• Standardize field types across similar pipelines to maintain consistency.
Conclusion:
You have learned about the types of custom fields available in the pipeline and how to apply them effectively. If you have any questions, contact our support team.