Custom Field Creation

• Overview
• How to Create a Custom Field
  • Field Instructions
  • Field Types
• Additional Settings
• Live Preview
• Save or Cancel
• Viewing Custom Fields
  • Navigation
  • Custom Field List View
  • Table Columns Explained
  • Search & Pagination
• Editing a Custom Field
• Example: Creating a "Company Name" Field

This guide explains how to create, configure, and manage Custom Fields in WhatsMark SaaS. These fields allow you to collect personalized data through contact creation forms and can be edited or reused as needed.

Overview

Custom Fields enhance contact management by letting you add custom attributes like "Company Name", "Customer Type", or "Referral Source". These fields can be:

• Shown in contact creation forms
• Marked as required
• Displayed in contact tables

How to Create a Custom Field

1. Go to: Setup > Custom Fields > Create Custom Field

2. Fill out the Field Configuration form.

Field	Description
Custom Field Name	The label shown in the contact form (e.g., Company Name)
Field Name	Used internally; lowercase with underscores (e.g., company_name)
Custom Field Type	Choose the type of input (text, number, dropdown, etc.)
Placeholder	Optional text shown inside the input box as a hint
Description	Optional help text displayed under the field in the form

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Field Instructions

These are the rules for the Field Name:

• Use only letters, numbers, and underscores
• No spaces allowed in field names → user_name
• Use underscores to separate words → first_name
• Only lowercase letters, numbers, and underscores allowed

  🧠 This will be auto-generated from the field label

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Field Types

Type	Description
Text Field	Single line of text, perfect for names, titles, or short answers
Text Area	Multiple lines of text, ideal for descriptions or longer content
Number	Numeric values only, great for age, quantity, or measurements
Date	Date picker for birth dates, schedules, or deadlines
Dropdown	Select from predefined options, perfect for categorization
Checkbox	Yes/No or True/False selection, perfect for agreements or boolean options

Additional Settings

Option	Description
Default Value	Pre-filled value shown when creating new contacts
Required	Make this field mandatory for new or edited contacts
Active	Only active fields are shown in contact forms
Show in Contact Table	Displays this field as a column in the contacts table

Live Preview

As you type, a Live Preview on the right shows how your field will appear in the contact form.

The preview updates automatically as you make changes.

Save or Cancel

• Click Save to finalize the custom field.
• Click Cancel to discard changes.

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Once fields are created:

• They will appear in the contact creation/edit forms
• Can be edited or deleted from this list view
• Will reflect changes immediately across the app (if active)

Viewing Custom Fields

After creating custom fields, they will be listed on the Custom Field page.

Navigation

Setup > Custom Fields

Custom Field List View

This section displays all previously created custom fields in a structured table format.

Table Columns Explained

Column	Description
SR. NO	Serial number for easy reference
Custom Field Name	The display name used on the contact form
Field Name	The internal field identifier (lowercase, underscore format)
Active	Indicates if the field is currently active and usable in forms
Custom Field Type	Shows the type of field (e.g., Text Field, Date, Dropdown)
Required	Displays whether this field is mandatory when adding/editing contacts
Show on Table	Indicates whether this field is visible as a column in the contact list/table
Created At	Timestamp showing when the field was created

🗒️ Note: When no custom fields are created, the message "No records found" will be displayed in the table.

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Search & Pagination

• Search Bar: Located on the top-right of the table, this allows you to filter custom fields by name or type.
• Pagination Dropdown: At the bottom-left, use this to change how many results are displayed per page (e.g., 10, 25, 50).

Editing a Custom Field

To edit an existing custom field:

1. Go to Setup > Custom Fields
2. Click the Edit icon next to the desired field
3. Update the settings and click Save

⚠️ Some options (like field type or field name) may be locked after creation.

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Example: Creating a "Company Name" Field

Setting	Value
Custom Field Name	Company Name
Field Name	company_name
Field Type	Text Field
Placeholder	Enter company name
Description	Optional: Enter the full company name
Default Value	-
Required	✅
Active	✅
Show in Contact Table	✅