Add any field to any entity in seconds. Pick from 24 data types, configure the metadata each type supports, enforce validation rules, calculate values with formulas, and flag sensitive fields PII or ePHI for automatic masking — no code, no migrations.
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.
Open any entity — Customer, Order, Ticket, Vendor — and add a field with a name and description. It joins the record schema immediately.
Choose from 24 types — text, number, date, currency, dropdown, people, status, rating, location, attachment and more. The right input renders automatically.
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.
Flag it PII or ePHI for masking and access control. Save — and it’s live across forms, pages, queries and your data API.
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.
Free-form text and the ways people reach each other.
A single line of text — names, titles, references and codes.
Multi-line, long-form text for notes, descriptions and addresses.
A validated email address with a one-click compose action.
A phone number with country code and tap-to-call/WhatsApp.
A web address validated as a link — opens in a new tab.
An address or geo point — captured, geocoded and pinned on a map.
Quantitative values, currency, ratings and progress.
Integers or decimals with min/max and precision rules.
A monetary amount with currency symbol and grouping.
A 1–5 (or custom) scale rendered as selectable stars.
A 0–100% completion bar — manual or driven by a workflow.
Calendar dates, timestamps and times of day.
A calendar date picked from a date selector.
A date with a precise time, stored with the time zone.
A time of day, independent of any date.
A length of time — how long a job, call or stage took.
Pick-from-a-list controls, checkboxes and lifecycle state.
Choose exactly one option from a defined list.
Select several options at once — rendered as removable chips.
A simple checked/unchecked box for confirmations.
The lifecycle state of a record — drives workflows and views.
A ranked importance level — low, medium, high, urgent.
People, tags, files and links to other records.
A picker for platform users — owners, assignees, approvers.
Free or governed labels for filtering and grouping records.
Upload documents and images — stored in S3, scanned and versioned.
Link this record to another entity — the backbone of relationships.
Link a record to several records in another entity at once.
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.
A single line of text — names, titles, references and codes.
80 for a company name.Multi-line, long-form text for notes, descriptions and addresses.
2000.A validated email address with a one-click compose action.
A phone number with country code and tap-to-call / WhatsApp.
A web address validated as a link — opens in a new tab.
Vendor portal.An address or geo point — captured, geocoded and pinned on a map.
Integers or decimals with precision and range rules.
2.. or ,.0.A monetary amount with symbol, grouping and precision.
$ USD, € EUR.2.≥ 0.A scale rendered as selectable stars or points.
A completion bar — set manually or driven by a workflow.
0.100, or a target quantity.A calendar date picked from a date selector.
DD-MM-YYYY.A date with a precise time, stored with the time zone.
DD-MM-YYYY HH:mm.A time of day, independent of any date.
A length of time — how long a job, call or stage took.
Choose exactly one option from a defined list.
Static, Entity or API.Select several options at once — rendered as removable chips.
Static, Entity or API.A simple checked / unchecked box for confirmations.
The lifecycle state of a record — drives workflows and views.
A ranked importance level — low, medium, high, urgent.
A picker for platform users — owners, assignees, approvers.
Labels for filtering and grouping records.
Upload documents and images — stored, scanned and versioned.
Link this record to another entity — the backbone of relationships.
Account.Link a record to several records in another entity at once.
Account.Write a spreadsheet-style formula and Processo works out the value for every record — from the record's own fields, a related record, or a roll-up of its children. Derived fields are read-only, always current, and show up in forms and grids like any other field.
Math, logic, text, dates and aggregates — IF, CASE, ROUND, CONCAT, DATEDIFF, SUM and more.
Look up a value one hop away, or roll up child records with SUM, AVG, MIN, MAX and COUNT — using the relationships you already have.
Unknown fields, wrong argument types, missing arguments, circular references and division by zero are flagged as you type.
Layer formulas — compute days overdue once, then use it in a risk band, a priority or a reminder.
Invoice amount minus every refund raised against it.
{amount} - SUM({refunds__invoice.amount})
How late a payment is, recalculated every day.
DATEDIFF(TODAY(), {due_date}, 'day')
Converted with the rate on the linked currency record.
ROUND({amount} * {currency.fx_rate}, 2)
Built on the "days overdue" derived field.
CASE({days_overdue} > 60, 'High', {days_overdue} > 30, 'Medium', 'Low')
ABS ROUND FLOOR CEIL POWER SQRT MOD
LogicIF CASE COALESCE NULLIF ISNULL
TextCONCAT UPPER LOWER TRIM LEN LEFT RIGHT SUBSTR
DateTODAY NOW DATEDIFF DATEADD YEAR MONTH DAY
Roll-upSUM AVG MIN MAX COUNT
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.
Field values trigger transitions, conditions and automated actions.
See workflows →Entities, relationships and how records flow through a process.
See the model →Field-level and row-level access mapped to your user hierarchy.
View permissions →Pivot, aggregate and chart your fields with dimensions and measures.
Analyze data →