Custom Field Types

Create structured data fields to capture additional information across Worknice.

Introduction

Custom fields allow you to collect additional structured information against records in Worknice. This ensures your organisation can capture the exact data you need — without relying on free-text notes or workarounds.

Custom fields are available in the following types:

• Text

• Date

• Choice

• Number (including % or $ formats)

Each field type includes configuration options to control formatting, validation, and behaviour.

Before You Get Started

Available Custom Field Types

Text Field

Use a Text field to capture short or long free-text responses.

Best suited for:

• Internal codes

• Reference numbers

• Titles

• Notes or short descriptions

Configuration options include:

• Field label (display name)

• Help/description text

• Default value

• Character limit validation (minimum and maximum

• Prefix and suffix

Date Field

Use a Date field to capture a specific calendar date.

Best suited for:

• Review dates

• Contract dates

• Compliance deadlines

• Renewal reminders

Configuration options include:

• Field label (display name)

• Validation rules (minimum and maximum dates)

• Help/description text

Single Choice Field

Use a Choice field when a user must select one predefined option.

Best suited for:

• Status categories

• Classifications

• Levels or tiers

Configuration options include:

• Field label (display name)

• Add and manage selectable options

• Help/description text

Number Field

Use a Number field to capture numeric values.

Best suited for:

• Targets

• Scores

• Rates

• Financial values

You can configure the number field as:

• Standard Number

• Percentage (%)

• Currency ($)

Configuration options include:

• Field label (display name)

• Minimum and maximum values

• Decimal precision

• Format selection (% or $ or Flexible)

You're All Done!

Custom fields give you flexibility while maintaining structured, reportable data across Worknice.

If you have any questions, please reach out to our support team at help@worknice.com or through the help section within Worknice.