Before you start
You need the custom-fields management permission. Decide the target record, a short clear label and whether a value is really mandatory.
Follow these steps
- Open Workspace Settings, then No-Code Studio.
- Choose a Target Module: Customer, Product, Employee, Invoice or Expense.
- Enter the Field Label and choose Text, Number or Date.
- Set the mandatory option only if every relevant record should have a value.
- Choose Inject Custom Field and inspect the target form and saved record using a controlled test before rolling it out.
Check the result
The field definition appears in the studio. Use the field in a supported target form and check the saved record before rolling it out to the team.
If you get stuck
If the field does not appear or its value does not persist, note the target module and form and contact support. Do not collect essential information solely in an unverified field.
One thing to remember
Dropdowns, file uploads, formulas and date-time types are not offered by this studio. Do not delete a field used by a live process without first understanding the effect on stored information.
Keep going
Still need a hand?
Tell us what you tried, what you expected and what happened. Keep passwords, API keys and private customer information out of your message.
Open a support ticket. Visitors without a workspace can contact us.
Still stuck?
Before contacting support:
- Confirm the workspace, record number, date range and status.
- Check your role permissions and the source document.
- Refresh once and search for the record before repeating a submission.
- Check the relevant guide for the next action; do not force a match, posting or approval.
If you still need help, include the page address, exact message, time, expected result and checks already completed. Never send passwords, API keys, payment-card details or provider secrets.