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• Field & Data Types

  Fields are properties of a List’s Records, the Name of a Product or the Phone-Number of a Contact, or the Date of an Appointment. You can add, remove or edit the fields on a list by clicking on 'Field' menu. The first 4 fields you see there are the System Fields; Creator, Creation Date, Last Modifier, Last Modified Date. These are hidden by default, If you think they would be useful in your use case, make them visible by clicking on the switch button. The rest of them are the custom fields iVery popular

• System Fields

  Workiom provides five fields as system fields for each record to help users create /update their filters and views (Grid and Kanban) and get the desired results. The system fields in Workiom are: Creator: The user that created the record. Creation Date: The date/time at which the record was created. Last Modifier: The last user that updated/modified the record. Last Modified Date: The last date/time at which the record was modified. **Last Activity Date:Few readers

• Linked List

  Linking lists is a simple and effective way to create a relation between two different lists. This field type allows you to connect a record to another record in another list. This can be very helpful in finding related information and eliminating data duplication. Usage Examples: Linking a "product" with an "order". Linking a "contact" with an associated "company". Linking an "invoice" with a "customer". Field Preferences: Required Field (optional): you can makeFew readers

• Lookup Option

  Lookup feature is only applicable when your list contains a linked list field type. It is especially useful when you want to display a field other than the primary field from a linked record. Notes: The lookup field just works with a linked list field with a single selection. The new field type should match the lookup field type. Case study #1: In our CRM template, we have two lists named: companies and contacts. We want to display the company's phone number in contacts listFew readers

• Rollup Field Type

  Rollup is an empowering field type if you using currencies or numbers in your application. A rollup field is aggregates specific cells from records of a list to another field in your application.  For example you have two lists: A list of orders which contains all information linked to a customer order online, including a multiple linked-list field type of items. A list of items which contains a catalog of all available products sold by the company including its selling price. A rolluSome readers

• Default Value Option

  Default value on a specific field helps you enter data automatically, allows you to save time and reduce human error. Workiom provides a "Default Value" option for 4 types of data fields: 1) Static List:  You can choose any value from static list value as default value. For example you can set the status of each new contact to 'New'. 2) Date: You can choose a default value for date fieFew readers

• Cascaded List

  Making a simple list of items is easy but is not always sufficient. In many cases, you would need to express a hierarchy by showing selectable lists of the items in each hierarchy level. Selection of any item shows that item's children in the next list. In order to create a cascaded list your data should be tree-shaped. The hierarchy of your data might be deep, and it might have many items on each level. Let’s take a simple example of airports and countries. You want to build a simple app to keSome readers

• Phone Formatting

  Let’s be honest how frustrating the old phone format was on Workiom? It used to do the trick by validating entry, but it was not formatting it, distinguishing the country code or any of these beautiful tricks we have grown used to and now take for granted.  Before, when typing in your phone number in an input form, it will end up looking like a zero-spaced 11 digit number. This was a nightmare when you needed to double check the number, especially if you’ve just read that number from your phoneFew readers

• Checklist datatype

  Checklists are particularly useful when you are looking to break down an item or a task into smaller bits. For instance, let’s say your marketing team has a task entitled “Send offer X to client Y”. This is usually a one woman or man job but it is composed of simple subtasks to execute before sending the actual offer. These could logically be as follow: Verification and final review of the offer Composition of the email Create follow-up task Sending the offer Such a checSome readers

• Formula

  We can use formulas to gather data from the other fields into an equation and create a new field with the result. In order to create a formula, we should first choose the field type of the result; it can be a text, number, date, boolean, website link or a currency. After choosing the field type of the end result, we can start creating our formula by clicking on the box below ('to be computed'). OnPopular