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Custom Field Creation

This guide explains how to create, configure, and manage Custom Fields in WhatsCloud SaaS. These fields allow you to collect personalized data through contact creation forms and can be edited or reused as needed, ensuring your contact database is tailored precisely to your business requirements.

Overview

Custom Fields enhance contact management by letting you add custom attributes like "Company Name", "Customer Type", or "Referral Source." These fields can be:

  • Shown in contact creation and editing forms.
  • Marked as required to enforce data collection.
  • Displayed as columns in contact tables for quick overview.

How to Create a Custom Field

  1. Navigate to: Setup > Custom Fields > Create Custom Field

Create Field Configuration

  1. Fill out the Field Configuration form:
Field Description
Custom Field Name The primary label shown to users in the contact form (e.g., Company Name).
Field Name Used internally by the system; must be lowercase with underscores (e.g., company_name).
Custom Field Type Choose the type of input (text, number, dropdown, etc.).
Placeholder Optional hint text shown inside the input box to guide the user.
Description Optional help text displayed under the field in the form for clarity.

Field Instructions

These are the rules for the internal Field Name:

  • Use only letters, numbers, and underscores (_).
  • No spaces allowed in field names (use user_name, not user name).
  • Use underscores to separate words (e.g., first_name).
  • Only lowercase letters, numbers, and underscores are permitted.

🧠 In many cases, the system will **auto-generate** a compliant internal Field Name from the Custom Field Name you enter.

Field Types

Type Description
Text Field Single line of text, perfect for names, titles, or short answers.
Text Area Multiple lines of text, ideal for detailed notes, descriptions, or longer content.
Number Numeric values only, great for age, quantity, or measurements.
Date Provides a date picker for birth dates, schedules, or deadlines.
Dropdown Allows selection from predefined options, perfect for categorization or fixed lists.
Checkbox A simple Yes/No or True/False selection, ideal for agreements or boolean options.

Additional Settings

Option Description
Default Value A pre-filled value shown when creating new contacts, which can be overridden.
Required If checked, this field becomes mandatory for saving new or edited contacts.
Active Only active fields are shown in contact forms and are usable across the app.
Show in Contact Table Displays this field as a dedicated column in the main contacts list/table.

Live Preview

As you configure the field, a dedicated Live Preview panel (usually on the right side of the creation screen) shows exactly how your custom field will appear in the contact form.

The preview updates automatically as you make changes to the label, description, or placeholder, allowing for instant design feedback.

Save or Cancel

  • Click Save to finalize and activate the custom field.
  • Click Cancel to discard changes and close the creation form.

Once fields are created:

  • They will immediately appear in the contact creation/edit forms.
  • They can be edited or deleted from the Custom Fields list view.
  • Changes will reflect immediately across the WhatsCloud application (provided the field is active).

Viewing Custom Fields

After creation, all your custom fields will be listed on the Custom Field management page.

Setup > Custom Fields

Custom Field List View

This section displays all previously created custom fields in a structured table format.

Custom Field List View

Table Columns Explained

Column Description
SR. NO Serial number for easy reference.
Custom Field Name The display name used on the contact form.
Field Name The internal field identifier (lowercase, underscore format).
Active Indicates if the field is currently active and usable in forms (Yes/No).
Custom Field Type Shows the type of field (e.g., Text Field, Date, Dropdown).
Required Displays whether this field is mandatory when adding/editing contacts (Yes/No).
Show on Table Indicates whether this field is visible as a column in the contact list/table (Yes/No).
Created At Timestamp showing when the field was created.

🗒️ Note: When no custom fields are created, the message "No records found" will be displayed in the table.

Search & Pagination

  • Search Bar: Located on the top-right of the table, this allows you to filter custom fields by name or type.
  • Pagination Dropdown: At the bottom-left, use this to change how many results are displayed per page (e.g., 10, 25, 50).

Editing a Custom Field

To edit an existing custom field:

  1. Go to Setup > Custom Fields.
  2. Click the Edit icon next to the desired field in the list.
  3. Update the settings and click Save.

⚠️ Caution: Once created, some critical options (like Field Type or internal Field Name) may be locked to prevent data corruption in existing contacts.

Example: Creating a "Company Name" Field

Setting Value
Custom Field Name Company Name
Field Name company_name
Field Type Text Field
Placeholder Enter the client's company name
Description Optional: Enter the full, legal company name.
Default Value -
Required ✅ (Yes)
Active ✅ (Yes)
Show in Contact Table ✅ (Yes)
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