Overview
How Custom Fields works in Workspace
Custom fields let a company extend the shared record structure without turning every industry variation into hard-coded product logic. Definitions and values remain company-scoped.
Configuration · Workspace by Aells
Adapt business records without rebuilding the common core
Create understandable company-specific fields for supported records, choose a field type, add dropdown options, and mark required information.
Capabilities
A practical structure for the work
Record selection
Choose the supported business record that needs additional information.
Clear field labels
Name the field in language that company users recognize.
Field types
Choose the appropriate input type and provide dropdown options only when relevant.
Required control
Mark essential company-specific information as required.
Workflow
From setup to accountable action
- 1Select the record type.
- 2Name the field and choose its input type.
- 3Configure options or required state and save the definition.
Questions
Clear answers before setup
Are dropdown options required for every field?
No. Options are only relevant when the selected field type is a dropdown.
Are custom fields shared across all companies?
No. Custom field definitions and values are scoped to the company.