Custom objects, fields & dashboards

Define objects and fields

Open Settings - Objects & fields as owner/admin. Add a field to an existing object or create a custom object with plural/singular names and a unique key. Keys start with a lowercase letter and contain 2-40 lowercase letters, digits or underscores. Each object has up to 100 fields.

Types include text, email, phone, number, currency, checkbox, date, single selection, multiple selection, relation and JSON. Selection options are bounded to 100. Relations must reference a record in this workspace and the required target object when configured. Currency fields need an associated currency-code field, added automatically when absent.

Keep changes safe

Required fields cannot be added to an object that already contains records. Start with an optional field and populate data; editing field definitions/required flags and deleting definitions are not exposed in the current release. Object and field keys are data identifiers, not custom access rules. Fine-grained object/field/team permissions are not implemented.

Build a dashboard

Choose a dashboard or create one, then add and configure widgets. Choose the object, count/sum/average operation, numeric field for sum/average, optional filter/grouping and metric/bar/donut display. Save up to 30 widgets. Current version checks protect against overwriting a teammate’s layout.

Use one currency for a monetary widget; counts can span denominations. Financial sums/averages require an explicit currency choice. Up to 100 result groups are returned. Empty results display a zero Total. These are configured aggregate queries, not arbitrary SQL, formulas or external data sources. Dashboard customization does not imply every aspect of the product is configurable.