Symptom / Need

Users configuring modules in Wolkvox CRM need to know what types of fields they can use, what function each serves, and how they behave when creating or managing records.

Context / Scenarios

When a wolkvox CRM administrator or configurator is designing a custom module, they must define the fields that will be part of the registration form. Each field type has specific characteristics that affect how users interact with the data. Understanding the available options is key to building efficient, intuitive forms aligned with business objectives.

Answer (Solution / Recommendation)

Wolkvox CRM offers a wide variety of field types that can be used when creating custom modules. Below is a general list with a brief description of each:

• Currency: Numeric field with currency format, prefix and suffix.
• Date / Date and time / Time: Allows you to select dates and times in different formats.
• Description / Text: Text fields with length and initial value control.
• Email / Phone / URL: Validate that the data entered is in the correct format.
• List / Multi-select list: Allows you to select one or more options from a list.
• Attachments: Allows you to upload files in different formats.
• List Users: Displays a list of CRM users to select from.
• Number: Numeric field with optional initial value.
• Radio option: Allows you to select a single option from several.
• Random: Generates a configurable random value.
• Switch: Switch type field to activate or deactivate an option.
• Unique: Ensures that the entered value is not repeated in other records.
• Searches: Allows you to search and select records from other modules.
• Separator: Adds a visual line to divide sections of the form.
• Table: Allows you to create a table with configurable columns.
• Calculate: Performs mathematical operations between fields.
• Related Fields: Displays values from fields in other related modules.
• List phone: Allows you to manage multiple phone numbers per record.
• Encrypted: Partially hides the field value for added security.
• Combined: Combines values from multiple fields according to defined rules.
• Rich field: Rich text field with formatting and HTML options.

Note: All fields include common settings such as:

• Field name.
• Field type.
• Whether it is mandatory or not.
• Help information for the user who is going to fill it out.