Introduction

During the creation of a module in wolkvox CRM, basic fields are often required to capture essential record information, such as names, contact dates, emails, phone numbers, and more. These fields are fundamental to most forms and must be configured properly to ensure data quality and consistency.

Basic Fields in wolkvox CRM

Below are the steps and configurations available for the most commonly used basic fields in wolkvox CRM:

Text Type Field

Usage: Captures free text such as names, addresses, observations, etc.

Additional Configurations:

• Minimum Length: Minimum number of required characters (minimum 1).    
• Maximum Length: Maximum number of allowed characters (up to 2500).    
• Initial Value: Text that will appear by default when creating a new record.    

Number Type Field

Usage: Captures numerical values, including negative numbers.

Additional Configurations:

• Initial Value: Number that will appear by default when creating a new record.    

Date Type Field

Usage: Allows selecting a date.

Additional Configurations:

• Format: You can choose between “YYYY-MM-DD”, “YYYY-DD-MM”, “DD-MM-YYYY”, or “MM-DD-YYYY”.    
• Automatic Date: If activated, the system will automatically assign the server's current date when creating the record.    

Time Type Field

Usage: Allows selecting a time in HH:mm:ss format.

Additional Configurations: It has no additional fields.

Email Type Field

Usage: Captures email addresses.

Automatic Validation: The system verifies that the entered value has a valid email format.

Additional Configurations: It has no additional fields.

Phone Type Field

Usage: Captures telephone numbers.

 Additional Configurations:

• Prefix for calling: Number that is automatically prepended to the entered value.    
• Encrypt field: If activated, you can define how many digits to show (from 0 to 15) and from which side (left or right).    

Description Type Field

Usage: For extensive, explanatory texts or long comments.

Additional Configurations:

• Minimum Length: From 1 character.    
• Maximum Length: Up to 2500 characters.    

Rich Field Type Field

Usage: To enter visually enriched content with formatting tools.

Allows applying styles such as:

• Bold, italics, underline.    
• Alignment, indentations, ordered and unordered lists.    
• Table insertion.    
• Support for HTML and Markdown.    

Attachments Type Field

Usage: Allows uploading files to the record.

Allowed file types: ".xlsx", ".csv", ".pdf", ".jpg", ".png", ".docx", ".mp4", ".mp3", ".wmv", ".wma", ".wap", ".doc", ".jpeg", ".avi", ".bmp", ".bpm", and ".avi".

Current User Type Field

Usage: Allows identifying which system user has created or managed a record, without this information having to be manually written by the person filling out the registration form.

Additional Configurations:

• Display: This field determines which user data will be visualized. Available options are:        
  • By document.            
  • By email.            
  • By name.            
  • By extension.            
  • By profile.            

For example, if you select “By name,” the name value of the logged-in user will be assigned at the time the record is created.

Common Options

All basic fields include common options such as:

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