Custom Fields

Custom Fields let you add extra fields to records in Workglue to capture information specific to your business that does not fit in the default fields. When you create a custom field, it appears as a blank text input on every record of that type.

How to access Custom Fields

In the left navigation, select My Account.
Select the Custom Fields tab.
From the Select Category dropdown, choose Custom Fields.

The page displays the Custom Field Definitions section with a table showing all existing custom fields.

Custom Field Definitions table

The table displays two columns:

Entity Type: The type of record the field appears on. Options are Contact, Customer, Job, or User/Worker.
Field Name: The label that appears on the record next to the input.

Each row has an edit icon and a delete icon on the right.

How to add a new Custom Field

Go to the Custom Fields section in Custom Fields and Settings.
Select Add New Custom Field at the bottom of the table.
The Add New Custom Field Definition modal opens.
Select an Entity Type: Contact, Customer, Job, or User/Worker.
Enter a Field Name.
Save the new field.

The field immediately appears as a blank text input on all records of the selected entity type.

Entity Types

Contact: The field appears on all Contact records.
Customer: The field appears on all Customer Account records.
Job: The field appears on all Job records.
User/Worker: The field appears on all Employee records.

How to edit a Custom Field

Find the custom field in the table.
Select the edit icon on the right side of the row.
Update the Field Name as needed.
Save your changes.

Changing a field name updates the label everywhere that field appears. Any data already entered in the field is not affected.

How to delete a Custom Field

Find the custom field in the table.
Select the red trash icon on the right side of the row.
Confirm the deletion.

Deleting a custom field cannot be undone. Any data entered in that field across all records will be lost.