Custom Fields

Custom fields are fields created specifically to store additional information beyond the standard fields available. They allow customizing the stored data to better meet the company's specific needs. These custom fields can be applied in different categories, such as:

• People: add specific information about individuals, such as "Birthday", "Position" or "Product Preferences".

• Organizations: store relevant data about companies and institutions, such as "Industry", "Number of Employees" or "Annual Revenue".

• Products: include detailed attributes for each product, such as "Model", "Category" or "Warranty".

• Boards: apply fields for the visual management of projects, with data such as "Delivery Date", "Priority" or "Task Status".

• Products on Cards: when products are associated with cards on task boards, custom fields allow adding information such as "Price", "Availability" or "Product Code".

These fields make the tool more flexible and adaptable to the organization's and company's data management needs, facilitating the storage and retrieval of relevant information.

What do you need before you start?

Have a user with the administrator.

How to create and configure custom fields in Hablla?

1. Once logged into your account, go to the Studio. In the upper right corner of the screen, next to the initial of your name, you will find the Settings (gear) icon. Click it to open the settings menu.

2. On the left side of the screen in the Settings menu, locate the Custom fields.

3. Select the category in which the new field will be created and click + New custom field to start configuring your first field. This will allow you to organize interactions efficiently within Hablla.

4. Field Configuration:

• Enter the necessary information for the field:

  • Full name: Give the field a clear and descriptive name.

  • Type: Select the data type (text, number, date, etc.).

  • Default Value (optional): Provide the default value if applicable.

  • Description: Write a brief description to clarify the field's purpose.

  • Display Options: Set whether the field will be required and visible.

• Click on Save to finish.

5. The newly created fields will be listed in the Custom Fields.

6. If you want to delete a field, select the icon corresponding to the delete action.

7. Use the search bar or the Filters button to find specific fields by filtering by type, creation date, visibility and requirement.

8. If you choose the option Filters, it is possible to filter fields by type, creation period, visibility and requirement.

These steps allow you to customize data storage and make information management in Hablla more effective and aligned with your company's needs.