Managing data fields

Documentation Index

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Data fields define what you store on each object type. Routera includes standard fields per type; you can add custom fields for routing, reporting, and integrations. Object types: Contacts, Companies, Deals, Tickets Field types: Single-line text, Number, Single checkbox, Dropdown, Date, User

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Create a field

1. Open Settings → Data Fields on the All fields tab.
2. Choose an object type, then click Create Field.
3. Enter a field label and confirm the internal name (auto-generated from the label; you can adjust it).
4. Select a field type. For Dropdown, add at least one option with a label and internal name.
5. Click Create field.

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Edit a field

1. On Data Fields, select the object type.
2. Click the field name to open its details.
3. Update the label, options (for dropdowns), or other settings, then click Update field.

Default system fields may have limited editing.

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Delete a field

1. Select the object type and select the field in the list.
2. Delete the field and confirm.

Removing a field affects records and any routers or capacities that reference it.

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Record create / edit forms

Field definitions live under All fields; the Forms tab controls the drawer people see when they create or update a record from the records list—not which columns appear in the table (use Edit columns on the records page for that).

1. Open Settings → Data Fields and switch to the Forms tab.
2. Select an object type (Contacts, Companies, Deals, or Tickets).
3. For each eligible field, configure:
   • Create — show on the new-record drawer.
   • Update — show when editing an existing record.
   • Required — must be filled before save.
   • Min length / Max length — optional, for single-line text fields only.
4. Drag the handle on a row to change field order in the drawer.
5. Click Save form settings.

A field can be on the form for create only, update only, or both. Rows marked Hidden from form stay in your data model but do not appear in the drawer until you enable Create or Update. System fields such as record ID and audit dates are not configurable here. Supported types for the drawer match what you can add as fields: text, number, date, dropdown, user, and checkbox.