How to create a custom field in Webmecanik Automation?

⚙️ Accessing custom field creation

1. Click the gear icon in the top-right corner of your screen.
2. From the drop-down menu, select Custom fields.
   
3. The complete list of your existing contact and company fields is displayed. Click the New button in the top-right corner to access the creation interface.

📝 Configure a new field

Basic information

• Label: This is the public name you give your field. The alias (the system name used in the database) will be generated automatically if you leave it blank.
• Object: Specify whether this field is intended for Contact or Company records.
• Group: Choose the tab of the contact or company record where the field will appear (Core, Social, Personal, or Professional).
• Default value: Assign a value that will be applied by default when creating a new contact or company if no information is provided.

🗂️ Choose the data type

• Boolean: Binary choice with two possible options (example: Yes / No).
• Text field: Standard free-form field (limited to a maximum of 191 characters).
• Search: Suggests values that already exist in the database as you enter them.
• Date: Standard YYYY-MM-DD format.
• Date/time: Full YYYY-MM-DD HH:MM:SS format.
• Email: Specifically for storing and validating an email address.
• Time zone: Drop-down list of the different time zones.
• Time: HH:MM:SS format.
• Country list: Native drop-down menu offering all countries.
• Drop-down list: Single-choice menu. You must define the possible values. Only one value can be stored.
• Multi-select list: Menu allowing you to check or select multiple values simultaneously.
• Number: Accepts only numeric characters.
• Region: Drop-down menu for defining states, departments, or regions.
• Phone: Optimized for entering and formatting phone numbers.
• URL: Designed to store valid web links.

🎛️ Configure options and display

• Published: If set to Yes, the field will appear on records, in the mapping during imports, and can be used in your campaign conditions.
• Required: Makes completing this field essential in order to save the creation of a contact or company.
• Visible on forms: Makes the field available for insertion into your Webmecanik forms.
• Visible during quick add: Displays this field directly in the small quick contact creation window.
• Available for segments: Allows you to use this field as a filter criterion when building your dynamic segments.
• Publicly updatable: Must be enabled if you want to update this field's value by passing parameters in URLs and the tracking script.
• Is a unique identifier: ⚠️ Ensures that the entered value can exist only once in your entire database (by default, email is a non-editable unique identifier). Be extremely careful before enabling this setting on a new field, as it will affect the merging and updating of your contacts.