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Add a custom field to any record

By the end of this guide, you will have added a new field to an existing Object Type and made it visible on the right layouts.

What you'll need before you start

  • An existing Object Type you want to add a field to.
  • Administrator access to your Engine Awesome workspace.
Adding a field to an Object Type does not affect existing records. The new field will be blank on existing records until someone fills it in.

Step 1: Open the Object Type

  1. Go to Settings.
  2. Click Object Types.
  3. Click the Object Type you want to add a field to. For example: Contacts.

Step 2: Add the field

  1. Click Add Field.
  2. Choose the field type that fits your data. Common choices:
    • Text — short single-line text (company name, notes summary)
    • Textarea — longer multi-line text (full notes, description)
    • Dropdown — a list of options you define (priority, category, source)
    • Date — a calendar date (follow-up date, contract end date)
    • Yes-No — a checkbox (active, verified, paid)
    • Money — a currency value (contract value, estimated cost)
  3. Type a label for the field.
  4. Fill in any settings specific to that field type (for example, add options for a Dropdown).
  5. Click Save.

Step 3: Add the field to your layouts

Adding a field to the Object Type makes it exist in the data — but it won't appear on any screen until you add it to a layout.

  1. Still in your Object Type, find the Layouts section.
  2. Click Edit next to the layout where you want the field to appear. Usually your Item (detail) layout.
  3. In the layout editor, click Add Block.
  4. Select Field from the block type list.
  5. Choose your new field from the dropdown.
  6. Position it where you want it on the screen.
  7. Click Save.

Step 4: Test it

  1. Click your layout in the navigation to open it.
  2. Open any existing record. Your new field appears but is blank.
  3. Fill it in and click Save to confirm it works.

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