Fields

Fields represent specific data elements or attributes that are associated with a record. A record is similar to a row in a traditional spreadsheet, and each record can have one or more fields associated with it.

For your due dates, contract end date, deal closure date, scheduled meetings or even birthdays, this field will let you easily store and read any date related data.

Distinguishing the country code or any of these beautiful tricks we have grown used to and now take for granted.

Attach and review all sorts of files that are related to your record, whether it’s a building blueprint, branding guidelines, Contract or Patient photo, all can be stored on the file field.

Age, weight, height, distance and pretty much any other numerical value can be stored in this field type, allowing you to use in reports and perform mathematical operations on.

Like Number but better formatted to reflect intuitive, easy to read and follow currency formatting for our friends in Finance.

After you’re done inviting your teammates to your workspace you can use this field to assign tasks to them or make them a deal owner.

Checklists are particularly useful when you are looking to break down an item or a task into smaller bits.

After you’re done inviting your teammates to your workspace you can use this field to select multiple users to link them to a record

Type of payment, Ticket Priority, Leave Type, Expense Category, Client Preferred Language, If you have a list of values that repeats for all your records, then a static list will make it easy to group those records according to those values.

You have a drop down but more than one option applies for your record, like languages your prospect speaks, or sizes available for your product, Mult Static List field will prove very useful for you.

Track the progress of your task, project or any other process with this field. Determine the statuses, name them, color them and start getting things done.

Create relations between lists, displaying all related information in one place, as well as aggregate and retrieve data between lists through this connection.

Let’s say you used a linked list to connect all the invoices issued for a specific project, and easily get the Sum of all of those invoices using Rollup, not only Sum, Average, Min, Max and Count.

The Rollup field in Workiom allows you to aggregate values from linked records—such as totals, counts, averages, and more. But what if you want to roll up only the values that meet certain conditions? That’s where Conditional Rollup becomes useful.

You already connected the contact to the deal, now you can create a lookup field to get the contact’s phone number or any other details and display it under the deal’s record without the need to duplicate the data in 2 places.

Formula is a flexible field that gives you the tools you need to shape your data with very high flexibility.

In each view you have the control on which fields to show and which to hide, as well as the order in which they are displayed.

Required Field option can be used to ensure that record creator fills crucial information that the record would be meaningless without, we will explore some cases and our recommendation for Required Fields In each

Some fields should have a unique value for each record, like Emails, Phone Number, IDs and more. Workiom helps you keep your list clean with no duplicates by offering the unique content option for a range of field types.

Default value is found as an option for some field types, it ensures that the field has a value even if the user leaves it empty while creating the record.

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.

After creating a field you might realize that you’ve selected the wrong field type and need to go back and revise, Workiom facilitates the ability to change between Fields Types for most fields, we will explore the different cases below.

Get tasks and items done and see your progress filling up in real time.

Use the Vlookup Field to automatically find matching data between two lists and pull in a value from the target list. This is helpful when you want to reference information without duplicating it.