Create a custom data field

You can add custom data fields in Corporify, alongside the predefined fields that were previously available. Click here if you want to see some use cases.

Here you can find the key take-ways:

• These additional fields can be one field only or a combination of several fields, allowing you to tailor data entry precisely to your requirements. Below you can find an overview of the possible data fields:
  • Text field (combination letters and numbers)
  • Checkbox (to mark if something is applicable or not)
  • File (attach a file directly to the custom field to easily access this file)
  • Number (only numbers)
  • Date (specific date now or in the future)
  • Location (full address or just a country)
  • Website (needs to have following format: https://)
  • Telephone
  • Email
  • User (one of the current platform users)
  • Money 
  • Select (when only one option can be selected)
  • Multi-select (when multiple options need to be selected)
  • Entity (link another entity in your silo).
• You have control over which entities the additional data fields are assigned to. For example: all persons, all entities with a specific label or those located in a particular jurisdiction.

Below you can find a step by step guide on how to create and add a new custom data field.

For detailed instructions, click 'Start tutorial' below.

How to create a custom data field:

1. Click on the name of your silo in the upper right corner and select 'Silo settings'.
2. Go to the tab 'Custom fields'.
3. Click on 'Add field group'.
4. Complete the name, add the custom fields and set up the conditions.
5. Once finished, click on 'Save'.