Property fields

Property fields, or properties, enable the customization of a form view by adding various field types. These fields allow information storage and management by adding values.

Property vs. regular fields

Properties act as pseudo-fields; they behave like regular fields but are not saved as columns in the database. They also rely on a defined parent record.

Example

Adding a property to a task inserts a field in all tasks within the same project while other projects’ tasks remain unaffected.

Add property fields

To add a first property field to a form view, click the (Actions) icon, then select Edit Properties.

In the popover, enter the property’s Label, choose a Field Type, and then configure the field based on the selected type:

Field type	Use	Options
Text	Short text on a single line	Enter a Default Value if desired.
Multiline Text	Full text on multiple lines	Enter a Default Value if desired.
HTML	HTML field	Enter a Default Value if desired.
Checkbox	Checked or unchecked status	Choose the Default State.
Integer	Integer numbers (positive, negative, or zero, without a decimal)	Enter a Default Value if desired.
Decimal	Decimal numbers (positive, negative, or zero, with a decimal)	Enter a Default Value if desired.
Monetary	Selection of a (cost) currency	Enter a Default Value if desired.
Date	Selection of a date on a calendar	Select a Default Value if desired.
Date & Time	Selection of a date on a calendar and a time on a clock	Select a Default Value if desired.
Selection	Selection of a value from a group of predefined values	Add a selectable option by clicking Add a Value and entering the Option Name. If desired, set an option as default by clicking the (Select Default) button. Reorder the options by dragging and dropping them using the (drag handle) button. Delete an option by clicking the (Remove Property) button.
Tags	Selection of multiple values in the form of tags	Enter a Tag name and press Enter to save it. Change a tag’s color by clicking it and selecting another one.
Many2one	Selection of a single record from another model	Enter the Model name. Configure its Domain to filter records if needed. Select a Default Value if desired.
Many2many	Selection of multiple records from another model	Enter the Model name. Configure its Domain to filter records if needed. Select a Default Value if desired.
Separator	Group several properties under a foldable label

Note

• Enter a Suffix to add a contextual description after a field’s value. For example, to indicate the cost per kilometer, use the Monetary field and name it Cost, then enter per km as the Suffix field. The property then displays the following: Cost [added value] per km.

• Enable Display in Cards to select whether to display the property in the Kanban, List, or Calendar views’ cards for every field.

• Enable AI to add AI fields to the property. Write a Prompt and/or type /field to insert dynamic values.

• To add another property, click Add a Property at the bottom of the form.

Tip

• To edit an existing property, hover the cursor over the property:

  • Click the (pencil) button to open a popover and modify the property. In the popover, click the (up) or (down) chevron to move a property upwards or downwards.

  • Click Delete, then Delete to permanently remove it.

  • Use the (drag handle) icon to drag and drop the property to reorder or regroup.

• Click outside the popover to save the added property.

Properties across apps

Property fields can be defined in the form view of multiple models. Once set, the property is shared by all records that are linked to the same parent.

App	Model	Parent
Accounting	Asset/Revenue Recognition Loan	Asset model Journal
Appraisals	Employee Appraisal	Department
Approvals	Approval Request	Category
CRM	Lead/Opportunity	Sales team
Employees	Employee	Company
Events	Event Registration	Event
Fleet	Vehicle	Vehicle model
Frontdesk	Frontdesk Visitors	Station
Helpdesk	Ticket	Helpdesk team
Inventory	Lot/Serial Transfer Batch Transfer	Product variant Operation type Operation type
Knowledge	Knowledge Article	Parent article
Maintenance	Maintenance Equipment	Equipment category
Meeting Rooms	Room	Office
Payroll	Employee Payslip	Company Structure
Planning	Shift	Role
Project / Field Service	Task	Project
Recruitment	Applicant Job Position Candidate	Job position Company Company
Repairs	Repair order	Company
Sales / etc.	Product	Category

Note

The following models do not depend on any parent and apply to all records:

• Contact Form in the Contacts app

• Mailing List Contacts in the Email Marketing app