Dynamic Data Modeling
12. Custom Fields & Schema Manager
Every business has trade-specific data points: square footage, vehicle VINs, ink colors, delivery windows. The Custom Fields Manager allows non-technical administrators to extend any CRM entity with custom typed attributes.
Supported Data Types & Storage
Standard storage definitions and interface behaviors for custom properties:
| Field Data Type | Storage Format | Rendering Behavior |
|---|---|---|
| Text (Single Line) | UTF-8 String | Standard input with regex pattern enforcement |
| Number / Currency | Double-precision float | Localized number formatter with currency prefix |
| Date & Time | ISO 8601 Timestamp | Interactive calendar picker with timezone normalization |
| Single Select (Dropdown) | String Enum Key | Option list with color-coded label badges |
| Entity Relation | Foreign Record UUID | Searchable dropdown linking to other module records |
Custom Fields Alternatives Comparison
| Data Modeling Dimension | SHPI Custom Fields | Enterprise CRM Custom Fields | Unstructured Spreadsheet Columns |
|---|---|---|---|
| Admin Flexibility | Created instantly without migrations or database downtime | Requires dedicated Salesforce/HubSpot database administrator | Anyone can add columns, resulting in messy, inconsistent data |
| Integration Across Workspace | Immediately usable in Form Studio, Templates, and Workflows | Requires updating separate page layouts and permission sets | Must manually update formulas across multiple sheets |
| Field Validation | Enforces strict data types, required constraints, and regex | Complex validation rules written in proprietary formula syntax | Zero validation; typos and invalid entries break workflows |