Custom fields are incredibly powerful and allow you to add additional information into Planhat that is important for your team. Custom fields can be added to almost any data model in Planhat e.g. Companies, End Users, Licenses, NRR, Opportunities, Tasks, Conversations and many more!
Good examples of bringing in custom data include creating custom fields on Company Profiles so you can bring in data that you have already collected in your CRM. You can also create value-adding CS fields such as "Next Key Objective", "Potential Risks" and "Customer Goals".
How to Add Custom Data Fields
There are a couple of different ways that you can add custom fields in Planhat:
1. Via the "Data Model" Global Tool
Navigate to the "Data Model" Global Tool in the top-left of your Planhat tenant. (Note that typically, only admins have access to this. Permissions are set within Roles.)
Ensure your desired model is selected in the list on the left-hand side, and that the "Fields" tab is selected
Click the orange "+ New Field" button in the top right
Click the image to view it enlarged
Enter the details of your field in the form
Default field values
As you can see in the example screenshot above, you can set a "default value" for fields. This is optional.
For example, the field in the screenshot below is list field with possible values "A", "B" and "C", and we have specified that the default value should be "A".
Note that this default value does not apply to existing records, only to new records. It's easier to understand with a practical example, so considering the field above, which we can see is on the Company model, so the records in question are Companies ...
If Company X existed before we created the field above and set its default, the value of this field won't be automatically set for Company X
If we create Company Y after the field and its default were set up, Company Y will be automatically given the value "A" for this field - although you can change it manually if you would like
2. Add Custom Fields via API
Custom fields can also be created by using our API. Check out our API documentation here.
📌 Important to note:
The gear symbol next to a field means that this is a system field available as default in Planhat, and it cannot be removed. The pencil/ruler icon means it's a custom field that you have added.
The "Hide this field" option will hide the field from the interface, but you can still use the field in your search queries or in filters.
Custom Field Data Types
There are several different data types to choose from when creating a custom field. We have listed all of the data types below with a brief description 👍.
📌 Important to note: It's NOT possible to edit the field type after a custom field has been created (even if you delete all the data related to the custom field). If you want to change the field type, you'll need to delete the custom field and recreate it with the new field type (you will lose any data that's stored in the field).