Creating and managing custom fields

Custom fields are extra fields that you can create to gather additional information beyond the standard fields provided in zapfloor. These custom fields can be tailored for contacts, customers, visitors, products, leads, units, locations, and more.

Where to find ? 

You can find the custom fields tab in Settings > Custom fields


NOTE: If you can't see the custom fields tab, you'll need the permission to be added to your operator role.

Within the Custom Fields tab, you can look at existing fields and create new ones:

Create new custom fields

Step 1 : You can click on the create button to create a new custom field

Step 2 : Fill in the fields 

  • Label will be the name for your field.
  • Select the type of field it is, you can choose between number, text, select or boolean.

  • Select for what resource the field is from the dropdown menu.


     

Step 3 : Set all the toggles up​


Appears in create pages

will make the field be displayed in the form while creating specific resources (for example when creating an user)

Enabled for endusers

Will make it visible for your users 

Required for tenants 

will make the field mandatory

Appears in lobby app

will make the field be displayed on the lobby app

Enabled for external app

Will make it visible in external apps if used

 

Organise your custom field groups

    You can organize your custom fields in groups to have a clear overview of topics. You can create these in Settings > Custom fields at the bottom of the page.