Record Type Fields – HighTide

Configuring Record Type Fields

Overview

Let’s get to the real power of the platform. You can create a custom Record Type and that custom Record Type can have Groups, then those Groups can have Fields. When you create Record Types and Groups, you are just simply creating taxonomies (or tagging) for your data so that you may store the data in a way that makes sense to your organization. Fields are the data points that actually hold your data.

Accessing the Fields Configuration

Please make sure that you have the proper permissions to access the Record Type Configurations. If you don’t have access, reach out to your Administrator.

To access the Record Type Fields Configurations, you can navigate to:

CRM Builder > (Record Type) > Fields

Current Fields

When you navigate to the Fields tab within your selected record type you will be presented with a list of all current Fields on the Record Type you selected.

You can edit fields by clicking on the field. This will then present the field editing in a side drawer where you can edit the field type. After making changes you will then click Save.

Adding Fields

You may find that it is necessary for your organization to track additional data for a specific Record Type, in this event the Platform Admin will have the ability to create new fields. Adding Fields can be done by simply clicking Add Field. A side drawer will be presented where you can create the new Field.

About Group

Each field must belong to a group. If you find that a group does not exist, please refer to the Record Type Groups section of the Knowledge base to learn more about adding and managing Record Type Groups within the HighTide platform.

About Name

Each field must have a name which is unique to the current Record Type. If you attempt to create a field with a name that already exists within the Record Type, the HighTide platform will present you with an error message informing you that the name is already in use. Use clear naming conventions so you and your organization's users of the HighTide platform can easily understand what each field means. When you create a field the Identifier is auto-generated by the HighTide platform.

About Field Types

HighTide offers many field types so that data can easily be managed and verified based on the selected type.

Available Field Types:

Address: An address picker to choose the location and view that location on the map.
Boolean: A toggle for true/false, or yes / no
Computed: This field can reference other fields to create a new custom field utilizing Javascript. (An example might be “Preferred Name,” taking the First Name and Last Name Fields and combining that information).
Currency: USD and CAD
Date: Date picker displays if this type is used
Datetime: A date picker along with a time picker displays if this type is used.
Email: This field is for email addresses and is key in validating data. HighTide checks each email for deliverability, ensuring data integrity and efficient communication.
Multi-Select: This field allows the admin to create select options where you can select multiple selections for the field.
Number: Requires a number to be entered in this field.
Phone Number: This field, dedicated to phone number entries, ensures data accuracy. Each number is rigorously validated for precision, enhancing data integrity in the HighTide system.
Select: This field allows the super admin to create a select option where you can select only one option in the drop-down.
String: This field is a basic text box.
URL: This field is for adding a web address.
Users: This field reads from Users within your HighTide environment.

About Description

Users may choose to add a meaningful description for the field, clarifying its purpose or meaning.

About Additional Field Information

Each field type can be set as Required, Unique, Show on Add, Hidden, and/or Quick View.

Required: Toggle this option to make a field required.
Unique: Toggle this option to ensure the field value is unique across the database.
Show on Add: Toggle this to show the field when adding a new record.
Hidden: Hide the field from yourself and other users by toggling this option.
Quick View: Fields marked for Quick View will be shown on the overview of each record and in the peek feature.

After the field type information has been entered simply click “Save” to create your new field type within the HighTide platform.

Searching Fields

You can search for Fields in two different ways within the HighTide platform. On the Fields page you can search for a field or filter based on the group that the field belongs to.

Ordering Fields

Within the CRM Builder you can change the order of your Fields by clicking on the Ordering Icon within the Fields tab. After doing a side drawer will appear allowing you to drag and drop the order of the Fields.