Fields & Data Types

Fields are properties of a List’s Records, the Name of a Product or the Phone-Number of a Contact, or the Date of an Appointment. To add a new field press the New Field button. You can choose the Name and Type of your field. Workiom supports many Field Types, like Text, Numbers, Dates, File Attachments, and much more! But don’t worry, you can learn more about them later. Workiom supports the following Field Types:

Text

The Text Field is the most basic and versatile of Field Types. It can accept any text input.
  • Usage Examples:
    • Contact Name
    • Contact Job Title
    • Delivery Address
    • Product Description
  • Special Options:
    Multi-Line
    This options turns one-line Text Field inputs into fields that accept multiple-lines. This option is ideal for uses like taking notes or writing a detailed product description.

Number

The Number Field is a simple field that accepts any number with a maximum limit of 12 digits. It has powerful support for summaries.
  • Usage Examples:
    • Product Price
    • Event’s Number of Attendants
    • Employee’s Number of Vacation Days
  • Special Options:
    Summary Type
    This option determines the Summary operation performed on this number field across all the list’s records. The summary result appears at the bottom of the Data Grid. Currently the Number field supports the following Summary types:
    Sum
    Return’s the sum of the field’s values among all records.
    Average
    Return’s the average of the field’s values among all records.
    Min
    Return’s the smallest value of this field among all the records.
    Max
    Return’s the largest value of this field among all the records.
    Count
    Return’s the number of the records that contain a value in this field.

Date

The Date Field is a simple field that accepts a valid Date. It also has optional support for accepting time.
  • Usage Examples:
    • Project Deadline
    • Appointment Time
    • Event Date
  • Special Options:
    With Time
    This option enables time support for the date field. This allows you to enter Date-Time values instead of Date only, and it causes a clock to show in date pickers to help you select the time.

Boolean

This is a simple field that has two possible values only; True or False.
  • Usage Examples:
    • Archived?
    • Student Passed?
    • Issue Resolved?
  • Special Options: This field has not special options.

User

This field allows you to select a user that belongs to your workspace.
  • Usage Examples:
    • Task Assigned to
    • Project Manager
    • Customer Contact Point
  • Special Options: This field has not special options.

Website Link

This is a field that accepts a link to a website. The link must begin with http:// or https://.
  • Usage Examples:
    • Contact’s Linkedin Account
    • Article Link to Source
    • Link to Customer’s Profile in an External CRM
  • Special Options: This field has not special options.

Email

This a field that accepts a valid Email address. The email must contain a ‘@’ character and end with a top level domain (e.g. “.com”)
  • Usage Examples:
    • Customer Email
    • Contact Email
    • Company Support Email
  • Special Options: This field has not special options.

Static List

This field accepts one of a list of values that you specify when creating the field.
  • Usage Examples:
    • Task Status (Todo, In-Progress, Done)
    • Order Stage (New, Preparing, Shipping, Closed)
    • Business Deal Status (Prospective, Negotiation, Won, Lost)
  • Special Options:
    List Items
    Here you add the possible values that the Static List field can accept.

Linked List

This field allows you to connect a record to another record in another list. This can be very helpful in finding related information and eliminating data duplication.
  • Usage Examples:
    • Linking an Order to its requested Products
    • Linking a Contact with the Company they work for
    • Linking a Bill to the Customer who should pay it
  • Special Options:
    Allow Multiple
    This option specifies whether to allow linking to multiple records a the same time.
    Linked List
    This option specifies the list to which you want to link you records. An Orders list would be linked with a Customers list for example.
    Link With an External App
    This option allows linking with lists from other apps available in your workspace.
    Linked App
    If the “Link With an External App” option is checked, then this option will appear to allow you to select the app that contains the list you want to link to.

File

The File field allows you to attach pictures, documents, and files of any kind to each record. This field can also display a preview thumbnail picture of your choosing if you activate the “Main Picture” option.
  • Usage Examples:
    • Product Pictures
    • Legal Case Documents
    • Branding Design Resources
  • Special Options:
    Main Picture
    Causes the first attached image to appear as a thumbnail for the record on the Data Grid. This is useful to show a contact profile image, or a picture of a product for example.

Rollup

The Rollup field allows you to do summary operations on a number field in records linked to the current record. Supported operating can Sum, Average, Min, Max

  • Usage Examples:
    • Total Payments received from a Customer.
    • Total Customer Debts calculated from their individual Order prices.
    • Average Marks for a Student’s Homework Assignments.
  • Special Options:
    Linked List to Rollup
    This option sets the linked list from which to select a Rollup Field.
    Rollup Field
    This option determines the Number field in the remote list on which the Rollup operation will be executed.
    Summary Type
    This option determines the Summary operation performed on the number field across all the records linked to the current record. Currently the Rollup field supports the following Summary types:
    Sum
    Return’s the sum of the field’s values among all records.
    Average
    Return’s the average of the field’s values among all records.
    Min
    Return’s the smallest value of this field among all the records.
    Max
    Return’s the largest value of this field among all the records.
    Count
    Return’s the number of the records that contain a value in this field.

Phone Number

The Phone Number field is used to store phone numbers. It supports easy click-to-call using your phone’s default phone application.

  • Usage Examples:
    • Customer’s Phone Number

Count

This field counts the records linked to the current record from a particular Linked List.

  • Usage Examples:
    • Number of Students in current Class.
    • Number of Orders by a this Customer.
    • Number of Tasks for the current Sprint
  • Special Options:
    Linked List
    This option sets the linked list whose linked records will be counted.

Computed Fields

Any field of the types (Text, Number, DateTime and Boolean) can be calculated using an expression. For example, a field called Total is the price + the VAT. Expression reference.