Custom Fields allow you to extend customer and project records with information that is specific to your organisation. Instead of relying solely on standard fields, you can create your own fields to collect, organise, and manage the data that supports your business processes.
To set up Custom Fields, you need the Administrator role.
Using Custom Fields
Once created, Custom Fields become available in the areas where they are configured to be used. Customer or Projects.
Depending on the field type and configuration, custom field data can be used for:
Data entry and record management
Filtering and searching
Sorting lists
Reporting and exports
Other supported workflows throughout Cinode
What are Custom Fields?
Custom Fields let you add your own data fields to customers and projects. These fields can be tailored to your organisation’s needs and used throughout Cinode for data management and reporting.
With Custom Fields, you can:
Capture business-specific information on customers and projects.
Create text fields with optional multiline support, character limits, and validation rules.
Create number fields with optional decimal support, value ranges, and display formatting.
Create choice fields that support single or multiple selections from predefined options.
Translate field labels so users see them in their preferred application language.
Control where and how fields are available through field-level configuration settings.
Use custom field data for filtering, sorting, lists, exports, and other supported features across Cinode.
Create a Custom Field
To create a Custom Field:
Go to Administration > Process > Custom fields.
Select either Customers or Projects, depending on where you want the field to be available.
Click Add custom field or +.
Enter a unique Field name.
This identifier is used internally and by external integrations.
Once created, changing the field name may affect integrations that rely on it.
Add a Display name in at least one available language.
Optionally add a Description to help users understand the purpose of the field.
Select a Field type and configure its settings.
Click Save.
Edit a Custom Field
Existing Custom Fields can be edited after creation, not only when they are first created. From a field's settings you can update:
Placeholders
Options, for Choice fields
The required setting
Validation rules
Field access, meaning where the field is visible and editable
Multi-select settings, for Choice fields
To edit a Custom Field:
Go to Administration > Process > Custom fields.
Select either Customers or Projects.
Click the field you want to change.
Update the settings you need, then click Save.
Cinode applies safeguards when you edit a field that is already in use, so changes do not silently remove or corrupt existing data on customers or projects that use the field.
Changes to a Custom Field's configuration are recorded in the Audit Log, so you can see what changed and when.
Available Field Types
Text
Store free-text information such as references, notes, identifiers, or descriptions.
Available options may include:
Single-line or multiline input
Character limits
Validation rules
Number
Store numeric values such as budgets, quantities, or scores.
Available options may include:
Whole numbers or decimals
Minimum and maximum values
Display formatting
Choice
Allow users to select from predefined options.
Available options may include:
Single selection
Multiple selection
Custom option lists
Dropdown options can be deactivated when no longer needed. Deactivated options disappear from new selections but stay attached to any existing records that already use them, so historical data is preserved. You can reactivate a deactivated option at any time.
Best Practices
When creating Custom Fields:
Use clear, descriptive display names that are easy for users to understand.
Keep field names consistent and integration-friendly.
Add translations for organisations that use multiple application languages.
Create only the fields that provide business value to avoid unnecessary complexity.
Review existing fields before creating new ones to prevent duplicate data collection.
Don't forget to add the new fields in your list or in the filter option.
