What types of fields exist in wolkvox CRM and what are they used for?
Table of Contents
Introduction
When an administrator or configurator of wolkvox CRM 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 that align with business objectives.
Available Fields in wolkvox CRM
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: Allow selecting dates and times with different formats.
- Description / Text: Text fields with length control and initial value.
- Email / Phone / URL: Validate that the entered data has the corresponding format.
- List / Multiple Selection List: Allow selecting one or multiple options from a list.
- Attachments: Allows uploading files in different formats.
- List Users: Displays a list of CRM users for selection.
- Number: Numeric field with optional initial value.
- Radio Option: Allows selecting only one option among several.
- Random: Generates a configurable random value.
- Switch: Toggle switch type field to activate or deactivate an option.
- Unique: Ensures that the entered value is not repeated in other records.
- Lookups: Allows searching for and selecting records from other modules.
- Separator: Adds a visual line to divide form sections.
- Table: Allows creating a table with configurable columns.
- Calculate: Performs mathematical operations between fields.
- Related Fields: Displays field values from other related modules.
- List Phone: Allows managing multiple phone numbers per record.
- Encrypted: Partially hides the field value for greater 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 configurations such as:
- Field Name.
- Field Type.
- Whether it is mandatory or not.
- Help information for the user who will fill it out.