Symptom / Need

Users designing complex modules in wolkvox CRM need to include fields that enable automatic calculations, relationships between modules, data visualization in tables, or cross-browsing, but they are unclear about how to configure them correctly or what specific features each advanced field type offers.

Context / Scenarios

In scenarios where operations need to be automated, information needs to be integrated across modules, or data needs to be presented in a structured manner, wolkvox CRM offers advanced fields that extend the capabilities of forms. These fields are ideal for complex operations, cross-module workflows, and rich data visualization.

Answer (Solution / Recommendation)

The advanced fields available in wolkvox CRM and how to configure them are described below:

Table type field

Use: Allows you to display multiple columns within a single field. Only one table can be created per module.

Additional settings:

• Default Options: Enter the names of the table columns. Each name is added with the Enter key.
• Table: Select the field type for each column. The available options are:
  • Text: Manual input.
  • List: You must enter the available options (one per line with Enter ).

Calculate type field

Use: Allows automatic calculations to be performed within the record, using values from other fields.

Additional settings:

• Default Options: Write the mathematical operation using brackets to identify the fields, for example: [Unit Price] * [Quantity] + [Tax]

Note: The field will automatically calculate the value based on the entered formula. The result and a button to copy the value will be displayed on the form.

Field of type Related fields

Use: Allows you to display information from other modules within the current module.

Additional settings:

• Related Modules: Select the source module of the data.
• Show Field: Select the field you want to display in the current module.
• Relate fields: Relate a field in the source module to a field in the current module, then press "+" to add the relationship.
• A table will appear with:
  • Reference field (of the related module).
  • Receiver field (of the current module).
  • Operations (button to delete the relationship if necessary).

Note: When the values match, the system will display the data from the related module in the current module.

Search type field

Use: Allows you to link a record to another existing record in any other CRM module.

Additional settings:

• Select module: Choose the module from which you want to extract information.
• Show Field: Defines which field will be displayed as a search result.

Operation:

• In the CRM form, the field will display a magnifying glass icon.
• Clicking on the magnifying glass opens a window with the logs of the selected module.
• The user must choose one by clicking on the blue flag icon and then clicking "Confirm."
• When viewing the record, a button with an arrow icon will appear that allows you to access the source module.

Combined type field

Use: Combines values from multiple fields to generate a specific result.

Additional settings:

• Fields to combine: Select the fields (for example, lists) that will influence the final value.
• JSON Relationships: Defines the joins and their results. Example syntax:
  • [{"list1value1+list2value1+list3value1+list4value1+list5value1":"value A"},{"list1value2+list2value2+list3value2+list4value2+list5value2":"value B"},{"list1value3+list2value3+list3value3+list4value3+list5value3":"value C"},{"list1value4+list2value4+list3value4+list4value4+list5value4":"value D"},{"list1value5+list2value5+list3value5+list4value5+list5value5":"value E"}]

Note: The final value of the field will depend on the combinations selected by the user when creating or managing the record.

Encrypted type field

Use: To protect sensitive data and limit its visibility in the form. Only users with edit permission on their profile will be able to see the full content.

Additional settings:

• Number of values to display: Defines how many characters will be visible (from 0 to the total of the field).
• Encryption Position: Select whether the visible characters will be at the beginning (left) or at the end (right).

Address type field

Use: Allows you to record each part of an address in a segmented manner.

Additional settings:

• Default Options: Here you define the elements of the address you want to capture. Each option is entered by pressing the Enter key after typing it.
  • After entering the default options, they will be displayed one by one in a table. For each option, you must select its data type:
    • List: The user will select from a drop-down list.
      You must manually write the options that the list will have (one per line, with Enter ).
    • Text: The user will be able to manually enter any value when creating a record.
    • Number: The user will only be able to enter a numeric value.

All of these fields include common settings such as:

• Field name.
• Field type.
• Required field (switch to make it required).
• Information field (user help text).