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Lesson 3 of 10 · ~5 minutes · Prerequisite: Lesson 2 — Objects and records

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What you’ll learn

  • What attribute types exist
  • How to add a custom field
  • When to use a formula instead of a manual field

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Standard and custom attributes

Each object has standard attributes (name, owner, creation date, status) and you can add custom attributes to fit your business model. Useful examples:
  • On Deal: Lead source (select), Probability (number), Acquisition cost (currency)
  • On Company: NACE sector (select), Annual revenue (currency)
  • On Invoice: Related project (reference)

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Attribute types

Free-form string, single or multi-line. For names, descriptions, notes.
Integer or decimal. You can set a unit (€, %, pcs, hours).
Number with currency symbol. Multi-currency with automatic conversion.
Day or precise timestamp. Timezone-aware.
Pick from predefined options. Single or multi-select.
True/false. For flags like VIP, Paid, Archived.
Link to another record. E.g. Owner (reference to Employee), Parent company (reference to Company).
Auto-computed from other attributes. E.g. weighted_value = deal_value × probability / 100.
Special select with a workflow. Statuses can be grouped (e.g. Open → Qualified → Won / Lost).

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Add a custom field

1

Open the object configuration

Go to Settings → Objects and select the object (e.g. Deal).
Deal object configuration with attribute list
2

Add attribute

Click + New attribute. Name, type, required flag.
3

Define options (select)

For select attributes, enter options with a colour (useful in Kanban pipelines and filters).
4

Control visibility

Decide who can view and edit the field: everyone, specific roles, or only the record owner.
5

Save

The field is immediately available on every record of that object, in views, filters and automations.

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Using a formula

Formulas enable automatic calculations. Practical example on Deal: 
weighted_value = value * (probability / 100)
Formula editor with expression and result preview
Supported operators: arithmetic (+ - * /), comparison (> < == !=), logical (AND OR NOT), text (CONCAT LOWER UPPER), date (DAYS_BETWEEN TODAY).
If a referenced field is deleted, the formula errors until you fix it. Arya warns you.

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Best practices

  • Don’t create a thousand fields: add them only when truly needed. Too many fields slow the team down.
  • Use sections: group related fields (Commercial data, Legal data, Internal notes).
  • Standardise values: prefer Select over free text when possible (avoid Rome, ROME, rome).

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Verify

You know the main attribute types
You added at least one custom field to an object
You can write a simple formula

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Next lesson

Lesson 4 — Lists, views and filters

Create your first dynamic list and share it with the team.