Fields

Fields hold the details that make up each record in a list, like a client's name, a deal's value, or a task's due date. Workiom has 27 field types, and picking the right one decides how the data looks, how it can be filtered, and what you can do with it in reports and automations.

The main field

Every list has one main field that names each record. It cannot be deleted, it is always required, and it has fewer options than other fields because it is what identifies a record everywhere else in Workiom.

Everyday fields

Text stores names, descriptions, notes and any other written content. Turn on Multiline for longer text.

Number stores numeric values like quantities, scores or distances, so you can sum, average and calculate with them. Read more about the Number field

Currency works like Number but shows the value with a currency symbol and the precision you choose. Read more about the Currency field

Date stores due dates, contract end dates, meeting times and birthdays. Turn on time if you need the hour as well. Read more about the Date field

Boolean is a simple checkbox that is either on or off, like Paid or Resolved.

Email stores an email address and checks that it is valid. Click it to start an email straight away.

Phone Number stores a phone number in the right format, with one click to call or message on WhatsApp. Read more about the Phone Number field

Website Link stores a web address and checks that it is valid.

File holds documents, images and other attachments for each record. Read more about the File field

Signature captures a typed or drawn signature inside a list or a form, which is ideal for approvals, contracts and consent. Read more about the Signature field

Location stores an address picked from a smart search, and powers the Map View so you can see your records on a map. Read more about the Location field and Map View

Auto Number gives every new record its own number automatically, so you can use it as a reference or ID.

Choice and people fields

Static List lets people pick one option from a list you set up, like priority, category or payment type. Read more about the Static List field

Multi Static List works the same way but allows more than one option, like the languages a client speaks or the sizes a product comes in. Read more about the Multi Static List field

Status tracks where a task or process stands. You name and color each stage, set a starting status and choose which statuses count as done. Read more about the Status field

User assigns one teammate to a record, like a task owner or account manager. Read more about the User field

Multi User assigns several teammates to the same record, and can notify each person when they are added. Read more about the Multi User field

Progress and planning fields

Check List breaks a record into smaller items you tick off one by one. Read more about the Check List field

Progress Bar fills up automatically based on how many checklist items or subtasks are done. Read more about the Progress Bar field

Dependency connects a record to the records it depends on in the same list, like a task that has to wait for another task to finish first. These connections show up in the Gantt chart.

Fields that connect lists

Linked List connects records across lists, like deals with their contacts or tasks with their projects. Read more about the Linked List field

Count shows how many records are connected through a Linked List field.

Rollup summarizes values from connected records with sum, average, min, max or count. You can also add conditions so only the records you want are included. Read more about the Rollup field

Field Lookup shows a detail from a connected record, like a contact's phone number on a deal, without copying the data. Read more about the Field Lookup field

VLookup finds a matching record in another list and brings back a value from it, even when the two lists are not connected. Read more about the VLookup field

Smart fields

Formula calculates a value from other fields, like a total that adds price and tax. Read more about the Formula field

AI fills itself in from a plain language instruction you write, and returns the result in the format you choose. Read more about the AI field