Design Notes

Field Design manages the field model of one form. You can add fields, control field status, set the identifier field, and configure member rules for supported forms.

Fields define what data each record can store. They are also used later by layouts, runtime pages, imports, reports, formulas, approvals, and integrations.

Open Field Design

1. Open Work > Forms
2. Select a form
3. Click Field Design in the form details area

The page opens for the selected form. The title shows the current form name.

Create A Field

1. Click the create action in the top bar
2. Choose a field type
3. Enter the field name
4. Confirm or regenerate the API name
5. Configure field-specific settings
6. Save the field

Field names are shown to users. API names are stable technical identifiers used by data, scripts, formulas, and integrations.

Field Design Page

The top bar provides:

Action	Description
Back	Returns to the form management page
Search	Filters fields by keyword
Create	Opens the new field dialog when the current user can manage fields
Identifier	Opens identifier field selection when the current form supports changing it
Member Rules	Opens member rule configuration when the current form supports it

The main area contains:

Area	Purpose
Summary	Shows the identifier field and counts for required, enabled, disabled, hidden, and readonly fields
Field List	Shows field name, field type, data type, status tags, creator, creation time, updater, and update time
Field Actions	Provides edit, enable, disable, and delete actions according to form rules and permissions
Progress Status	Shows recalculation progress for summary and dynamic formula fields when recalculation jobs are running

Managing Fields

You can edit, enable, disable, hide, search, and delete fields from this page.

Double-click a field row to edit it when the current user has field management permission.

System model fields can be restricted. The page hides or blocks actions that are not allowed for the selected form.

Summary and dynamic formula fields may trigger recalculation jobs after changes. When a job is running, the field list shows its progress.

Identifier Field

Each enabled form should keep one visible and enabled identifier field.

Soln uses the identifier field as the main record label in lists, references, and related pages.

Use Identifier to choose the identifier field. Member, department, and organization fields cannot be used as the identifier. The selected identifier field must stay visible and enabled.

Member Rules

For supported forms, Member Rules maps business fields to record subjects.

Use member rules when member, department, or organization field values should affect which people or structures are related to a record.

Field Types

Data Type	Field Types
String	Text, Long Text, Assist Text, Serial Number, Search, Foreign Key, Select, Radio, Department, Organization, Member, Email, Link
Number	Number
Boolean	Switch
Date	Date, Time, Week, Month, Quarter, Year
Datetime	Datetime
Array	Multi Search, Multi Select, Checkbox Group, Multi Member, Image, Video, File, Audio
Object	Location
Computed	Summary, Dynamic Formula