Platform · Custom Fields & Field Types

The fields that shape your data — typed, validated, compliant.

Add any field to any entity in seconds. Pick from 23 data types, configure the metadata each type supports, enforce validation rules, and flag sensitive fields PII or ePHI for automatic masking — no code, no migrations.

23 data types · per-type metadata · PII / ePHI tagging built in
app.processo.io · Customer · Add field
Add Field
Field Type* Date
Basic Options Settings
delivery_date Aa
Delivery Date Aa
Promised date shared with the customer
Fields to appear in which tab
Cancel Add
Settings Per field
Visibility
Mandatory
Hidden
Show in Grid
Show on Mobile
Editing
Can Edit
Group By
Options · Date
DD-MM-YYYY
Today
Allow days
Mon Tue Wed Thu Fri Sat Sun
PII masked for 3 roles
How fields work All 23 field types Attributes per type PII & ePHI
How it works

From a blank entity to a structured record in four clicks.

Every entity in Processo is a flexible table you shape with fields. Add, reorder and configure them visually — changes apply instantly to records, forms, pages and the API.

1

Add to an entity

Open any entity — Customer, Order, Ticket, Vendor — and add a field with a name and description. It joins the record schema immediately.

2

Pick a data type

Choose from 23 types — text, number, date, currency, dropdown, people, status, rating, location, attachment and more. The right input renders automatically.

3

Set the rules

Mark it mandatory or unique, bound the length or range, set a default value, and fill in the options that type supports — a date format, an option source, a currency symbol.

4

Tag & ship

Flag it PII or ePHI for masking and access control. Save — and it’s live across forms, pages, queries and your data API.

The full catalog

All 23 field types, grouped by what they capture

From a single line of text to a reference that links two entities together — choose the right type for each field, and Processo renders the right control for data entry, display, search and reporting.

01

Text & contact

Free-form text and the ways people reach each other.

Textbox

A single line of text — names, titles, references and codes.

Acme Corporation

Textarea

Multi-line, long-form text for notes, descriptions and addresses.

Met at the trade show — wants a demo of the analytics module next week…

Email

A validated email address with a one-click compose action.

dana@example.com

Phone

A phone number with country code and tap-to-call/WhatsApp.

+1 (415) 555-0142

Website / URL

A web address validated as a link — opens in a new tab.

www.example.com ↗

Location

An address or geo point — captured, geocoded and pinned on a map.

120 Example Ave, Springfield, IL 62704
02

Numbers & money

Quantitative values, currency, ratings and progress.

Number

Integers or decimals with min/max and precision rules.

1,250

Currency

A monetary amount with currency symbol and grouping.

$ 48,000.00

Rating

A 1–5 (or custom) scale rendered as selectable stars.

★★★★

Progress

A 0–100% completion bar — manual or driven by a workflow.

03

Date & time

Calendar dates, timestamps and times of day.

Date

A calendar date picked from a date selector.

30 May 2026

DateTime

A date with a precise time, stored with the time zone.

30 May 2026, 14:30

Time

A time of day, independent of any date.

09:00 AM
04

Choice & status

Pick-from-a-list controls, toggles and lifecycle state.

Dropdown (single)

Choose exactly one option from a defined list.

Enterprise

Dropdown (multi)

Select several options at once — rendered as removable chips.

InboundSaaSAPAC

Boolean

A true/false toggle for yes-or-no attributes.

Subscribed

Checkbox

A simple checked/unchecked box for confirmations.

Terms accepted

Status

The lifecycle state of a record — drives workflows and views.

Qualified

Priority

A ranked importance level — low, medium, high, urgent.

High
05

Rich & reference

People, tags, files and links to other records.

People

A picker for platform users — owners, assignees, approvers.

DWJEAL+2

Tag

Free or governed labels for filtering and grouping records.

VIPRenewalAt-risk

Attachment / File

Upload documents and images — stored in S3, scanned and versioned.

MSA_Acme_signed.pdf248 KB · PDF

Object reference

Link this record to another entity — the backbone of relationships.

Account → Acme Corporation
Field metadata

Every type brings its own settings.

Some attributes apply to every field — a name, a label, whether it’s mandatory, whether it holds PII. Others exist only where they make sense: decimals on a number, allowed days on a date, an option source on a dropdown. Pick a type to see exactly what you can define on it.

23 field types
Text & contact
Numbers & money
Date & time
Choice & status
Rich & reference

Textbox

A single line of text — names, titles, references and codes.

Options tab
Data LengthHow many characters the value may hold — e.g. 80 for a company name.
Data Length CheckHow that length is enforced — minimum, maximum or an exact number of characters.

Textarea

Multi-line, long-form text for notes, descriptions and addresses.

Options tab
Data LengthCharacter ceiling for the whole block of text — e.g. 2000.
Data Length CheckWhether the limit is a minimum, a maximum or an exact length.

Email

A validated email address with a one-click compose action.

Common only
No type-specific options. Email format is validated by the type itself — everything else you configure comes from the common attributes below, and this is a field where Unique, PII and Encrypt usually get switched on.

Phone

A phone number with country code and tap-to-call / WhatsApp.

Common only
No type-specific options. The type handles the country code and dial actions; configure the rest — mandatory, unique, PII, masking — from the common attributes below.

Website / URL

A web address validated as a link — opens in a new tab.

Options tab
HyperlinkRender the stored value as a clickable link instead of plain text.
Hyperlink NameThe label shown in place of the raw URL — e.g. Vendor portal.

Location

An address or geo point — captured, geocoded and pinned on a map.

Common only
No type-specific options. Geocoding and the map control come with the type; the common attributes below cover naming, visibility and governance.

Number

Integers or decimals with precision and range rules.

Options tab
DecimalHow many decimal places are stored and displayed — e.g. 2.
Decimal SeparatorThe character that separates the decimal part — . or ,.
Number ValueThe reference number a range rule is measured against — e.g. 0.
Number Value CheckHow the entry is compared to that reference — greater than, less than, between or equal to.
Derived from child record. Instead of being typed in, the value can be calculated from child records — choose the child field and an aggregation (sum, count, min, max, average).

Currency

A monetary amount with symbol, grouping and precision.

Options tab
SymbolThe currency shown with the amount — e.g. $ USD, € EUR.
DecimalDecimal places for the amount — typically 2.
Decimal SeparatorSeparator used between the whole and decimal part.
Number ValueThe reference amount for a range rule — e.g. credit limit ≥ 0.
Number Value CheckThe comparison applied to that reference — greater than, less than, between or equal to.
Derived from child record. Roll up line items into a header total — e.g. an order value that sums the amount on every order line.

Rating

A scale rendered as selectable stars or points.

Options tab
Rating TypeThe scale and control used — e.g. 5 stars, a 10-point score.
Derived from child record. Average the ratings on child records into a parent score.

Progress

A completion bar — set manually or driven by a workflow.

Options tab
Show PercentagePrint the numeric percentage next to the bar instead of the bar alone.
Start ValueThe value the bar measures from — usually 0.
End ValueThe value that counts as complete — e.g. 100, or a target quantity.
Derived from child record. Drive the bar from child records — e.g. how many of an order’s lines are dispatched.

Date

A calendar date picked from a date selector.

Options tab
Date FormatHow the date is entered and displayed — e.g. DD-MM-YYYY.
ValueWhat the picker opens with — blank, today, or a fixed date.
Allow DaysWhich weekdays can be chosen — e.g. Mon–Fri only, so a delivery date never lands on a weekend.
Derived from child record. Take a date from child records — e.g. the latest promised date across all lines.

DateTime

A date with a precise time, stored with the time zone.

Options tab
Date FormatDate and time pattern used for entry and display — e.g. DD-MM-YYYY HH:mm.
ValueThe default timestamp — blank, now, or a fixed value.
Allow DaysRestrict which weekdays are selectable.
Derived from child record. Surface the earliest or latest timestamp from child records on the parent.

Time

A time of day, independent of any date.

Common only
No type-specific options. A time field is configured from the common attributes below.
Derived from child record. Pull a time from child records — e.g. the first slot booked against a job.

Dropdown (single)

Choose exactly one option from a defined list.

Options tab
Option TypeWhere the list comes from — Static, Entity or API.
Static OptionsThe fixed list you type in yourself — e.g. Small, Medium, Large.
Entity NameWhich entity supplies the options when the source is another table.
Field NameThe field on that entity used as the option — e.g. Warehouse → Name.
API NameThe configured API called for options when the source is live data.
API FieldWhich field of the API response becomes the option value.

Dropdown (multi)

Select several options at once — rendered as removable chips.

Options tab
Option TypeSource of the list — Static, Entity or API.
Static OptionsA fixed set of choices maintained on the field itself.
Entity NameThe entity whose records become the options.
Field NameThe field on that entity shown in the list.
API NameThe API queried for options at runtime.
API FieldThe response field mapped to each option.

Boolean

A true/false toggle for yes-or-no attributes.

Common only
No type-specific options. Set the starting state with Default Value and control the rest from the common attributes below.

Checkbox

A simple checked / unchecked box for confirmations.

Common only
No type-specific options. Pair it with Mandatory when a confirmation has to be ticked before the record can be saved.

Status

The lifecycle state of a record — drives workflows and views.

Options tab
Open StatusesWhich values mean the record is still in play — used for open-work views and ageing.
Close StatusesWhich values close the record — the signal for SLAs, reports and downstream workflows.
Derived from child record. Roll the parent status up from its children — e.g. an order is closed only once every line is delivered.

Priority

A ranked importance level — low, medium, high, urgent.

Options tab
Priority OptionsThe ranked list and its order — the ranking is what views, queues and escalations sort on.

People

A picker for platform users — owners, assignees, approvers.

Common only
No type-specific options. The list of selectable users follows your user hierarchy and authorization matrix rather than field-level options.

Tag

Labels for filtering and grouping records.

Options tab
Tag OptionsThe governed set of tags users can apply — keeps labels consistent instead of free-typed.

Attachment / File

Upload documents and images — stored, scanned and versioned.

Common only
No type-specific options. Storage and versioning are handled by the platform; use Mandatory to require a document and the governance flags to control who can open it.

Object reference

Link this record to another entity — the backbone of relationships.

Options tab
Entity NameThe entity this field points at — e.g. Account.
Field NameThe field on that entity used as the label for the linked record.
Common to every type
Field Name Field Label Description Tooltip Text Default Value Tab placement Mandatory Hidden Show in Grid Show on Mobile Can Edit Group By Unique Standalone Unique PII ePHI Encrypt
Every attribute here is stored as field metadata — the same definition forms, grids, queries, functions and the API all read from.
Compliance & privacy

Flag a field PII or ePHI — and Processo handles the rest.

Sensitive data needs more than a column. Tag any field as personally identifiable (PII) or electronic protected health information (ePHI) and it’s automatically masked, access-controlled and audited.

Customer · record view
Viewed as · Support Agent
Full nameDana Whitfield
Emaild••••@••••.com
Mobile+1 (415) ••• ••42
Health plan ID••••-••••-4471
PII · masked ePHI · masked

Sensitive by design, not by afterthought.

  • Field-level masking. Tagged values render redacted to roles without clearance, while authorized users see them in full.
  • Tied to the access matrix. Visibility follows your authorization matrix and user hierarchy — set who can see, edit or export each sensitive field.
  • Consistent everywhere. Masking applies in record views, pages, reports, query results and exports — there’s no leaky back door.
  • Ready for audits. Clear PII / ePHI tags make it easy to inventory sensitive data for GDPR, HIPAA-style and internal privacy reviews.
See the authorization matrix
Works with

Fields sit at the center of your platform.

Start modeling

Shape your data exactly how your process works.

Add typed, validated fields to any entity, set the options each type supports, tag what’s sensitive — and start capturing clean records in minutes. No code, no migrations.

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