Field Design
Use Field Design to manage the fields inside one form.
What You Can Do
In Field Design, you can:
- create fields
- edit fields
- enable or disable fields
- hide fields
- delete fields
- search fields
- set the identifier field
- configure member rules for supported forms
Field Information
Each field includes base settings and type-specific settings.
Base settings include:
- field name
- field API name
- flags such as required, readonly, disabled, and hidden
Type-specific settings depend on the field type. For example:
- select-style fields define options
- search and foreign-key style fields define related targets
- summary and dynamic formula fields define calculation behavior
- media fields define upload behavior
- organization, department, and member fields define subject selection behavior
The page also shows summary information, such as:
- identifier field
- required field count
- enabled field count
- disabled field count
- hidden field count
- readonly field count
Supported Field Types
The current field design flow supports a wide range of field types, including:
- text and long text
- number
- switch
- date and time fields
- select and multi-select
- member, department, and organization
- search and multi-search
- foreign key
- summary
- dynamic formula
- file, image, video, and audio
- location
Summary And Formula Support
The field design flow includes support for:
- summary fields
- dynamic formula fields
These field types are part of the field design surface and may also trigger related recalculation jobs after changes.
Identifier Field
Each form should have one identifier field.
The identifier field is used as the main record label and must remain visible and enabled.
Member Rules
For supported forms, member rules map business fields to record subjects.
This is used when field values such as member, department, or organization should affect who becomes a subject on the record.