Introduction

There are scenarios where it is necessary to automate operations, integrate information between modules, or present data in a structured way. wolkvox CRM offers advanced fields that allow you to extend the capabilities of forms. These fields are ideal for complex operations, inter-modular workflows, and enriched data visualization.

Advanced Fields in wolkvox CRM

Below is a description of the advanced fields available in wolkvox CRM and how to configure them:

Table Type Field

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

Additional Configurations:

• 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. Available options are:        
  • Text: Manual input.            
  • List: You must enter the available options (one per line with *Enter*).            

Calculate Type Field

Usage: Allows you to perform automatic calculations within the record, using values from other fields.

Additional Configurations:

• 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 according to the entered formula. In the form, the result and a button to copy the value will be displayed.

Related Fields Type Field

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

Additional Configurations: 

• Related Modules: Select the source module for the data.    
• Display Field: Select the field you want to show in the current module.    
• Relate Fields: Relate a field from the source module to a field in the current module, then press "+" to add the relationship.    
• A table will appear with:          
  • Reference Field (from the related module).            
  • Receiver Field (from 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.

Lookups Type Field

Usage: Allows linking a record with another existing one in any other CRM module.

Additional Configurations:

• Select Module: Choose the module from which you want to extract the information.    
• Display Field: Define which field will be shown as the search result.    

Functioning:

• In the CRM form, the field will display a magnifying glass icon.    
• Clicking the magnifying glass opens a window with the records from the selected module.    
• The user must choose one by clicking the blue flag icon and then "Confirm."    
• When viewing the record, a button with an arrow icon will be displayed, allowing access to the source module.    

Combined Type Field

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

Additional Configurations:

• Fields to combine:  Select the fields (e.g., lists) that will influence the final value.    
• Relations JSON: Defines the combinations and their result. 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

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

Additional Configurations: 

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

Address Type Field

Usage: Allows segmented recording of each part of an address.

Additional Configurations: 

• Default Options: Here you define the address elements 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 dropdown list. You must manually type the options that the list will have (one per line, with *Enter*).                    
    • Text: The user can manually type any value when creating a record.                    
    • Number: The user can only enter a numeric value.                    

Common Options

All these fields include common configurations such as:

• Field Name.    
• Field Type.    
• Required Field (toggle switch to make it mandatory).    
• Information Field (help text for the user).