Custom properties

Introduction

Custom properties extend cases, companies and individuals with fields Dotfile does not ship — whatever your own process needs to record.

For more detailed information, please refer to our API documentation.

Creating custom properties

Each property has a type, which constrains what can be entered into it:

• Text:
  • Single line text: up to 250 characters
  • Long text: up to 1500 characters
• Dates: Controlled date inputs with standardized format ISO 8601 (yyyy-MM-dd)
• Yes/No: Boolean field
• Choices: single or multiple choice
• Countries: single or multiple choice of countries
• URL: web addresses stored as hyperlinks with protocol format validation
• Emails: Controlled email address format
• Phone Numbers: Controlled phone number standardized format E.164
• Numeric: Numbers in various formats, including:
  • Simple numbers, with optional minimum and maximum values validation
  • Percentages, with optional minimum and maximum values validation
  • Currencies, with optional currency code display

Once created in the workspace settings, custom property values can be edited in the edit modals for cases, companies, and individuals.

Use case example

In the example below, relevant custom properties could be:

• “Countries of business” as a list of countries
• “Product web page” as a URL
• “Source of funds” as a single choice
• “Account balance” as a currency