Give a custom object its fields

Hver post får automatisk et indbygget <strong>Navn</strong> (hovedtitlen) samt valgfrie kolonner til <strong>Status</strong> og <strong>Ejer</strong>. Det er ikke brugerdefinerede felter – tilføj alt andet, du har brug for, som brugerdefinerede felter, når objektet er oprettet.

So the first job after creating an object is giving it the fields that make a record meaningful. Open the object and use Felter — the list shows {{count}} felter against each object so you can see at a glance which ones are still empty shells.

Fields work exactly as they do on customers and deals — the same types, the same behaviour on the form, the same availability in filters and exports. The mechanics are written up once: Add a custom field.

Design the record around the questions you will ask of it. A field you will filter or report on is worth having; a field nobody ever fills in makes the form longer for everybody and answers nothing. Start with five and add the sixth when somebody actually asks for it.

Use a dropdown rather than free text wherever the answer is one of a known set. Free text cannot be filtered reliably — "Volvo", "volvo" and "Volvo " are three different values — and it is the single most common reason a custom object turns out to be unreportable a year later.

A Log field is for what keeps happening, not for what the record is. Choose the Log type when what you need is a running history somebody adds to over time: a service log on a machine, a case log on a property, an inspection log on a site. Each entry is stamped with who wrote it and when, and it also shows up on the record's timeline, so nothing written into the log is hidden from the rest of the page. It is the one type that holds no single value, which means it cannot be filtered, sorted or shown as a column. Keep the facts you will report on in dates and dropdowns, and use the log for the story around them. Entries can be added as soon as the record itself has been saved.

Make the identifier searchable. If people look records up by a serial number or a contract number, turn on Søgbar in that field's edit dialog. Typing the whole number into the top search or the object's list search then finds the record, even though its name does not contain it: Add a custom field.

Status and owner are already there as built-ins, so do not recreate them as custom fields. Owner in particular is what makes the record show up under a person's own filter: Show only your records, your team's, or everyone's.