How to manage the Field Manager

Who this applies to: People who configure Object Manager for their organisation in Vatix

Available on: Vatix Workspace web app

What the Field Manager does

The Field Manager in the Object Manager lets you create and fully customise the fields within your Events, Sites, Assets, and Contacts records. You can add and configure specific fields to capture exactly the information you need, using various field types such as dropdowns, date pickers, free text fields, and more.

This flexibility keeps your records tailored to your organisation's requirements, and because creating a field takes only a few clicks, you can adjust them whenever your needs change.

Why it matters

Capturing data in structured field types like dropdowns, dates, and numbers, rather than only in free text, is what makes your records easy to filter and report on later. Field values appear in the records' 'Details' tab, can be filtered and grouped in your table views, and feed your Analytics dashboards, if you have Analytics enabled.

Consistent field types also keep your data clean: a number field only accepts numbers, and a dropdown limits answers to the options you set, so your reporting isn't undermined by typos or inconsistent wording.

Because it's self-service, you can adapt your records as your processes change.

Note: For Events, you can map an Event Form question to a field so its answer populates automatically in the Event Details tab. If you do, the field type and any dropdown options must match the question exactly.

How to create a field in the Field Manager

Before you start

Decide the field type before you create the field. You can't change a field's type once it's been created. To change a type, you need to delete the field and recreate it.
Creating a field doesn't automatically display it on the record. To make a new field visible, add it to the layout using the Layout Editor.

To create a field in the Field Manager:

Go to 'Object Manager' in the left sidebar.
Select the module you want to configure.
Select 'Field Manager'.
Click 'New' in the top right.
Enter a label in 'Field Label'. This is the name users see on the record.
Select the field type from the 'Field Type' dropdown.
For dropdown fields, add the dropdown options.
Optionally, add an 'Internal note'. Only people with Object Manager access see this, and it never appears on records. Use it to explain to people who configure fields what the field is for.
Optionally, add 'Help text'. Anyone filling in the field sees it via an info icon on the record, in both view and edit mode, on hover. Use it to give in-context guidance.
Click 'Create'.

The new field now appears in the field list. Add it to the layout using the Layout Editor to make it visible on the record.

How to edit a field in the Field Manager

You can rename a field at any time, and you can add or modify dropdown field options. You can't change the field type.

Go to 'Object Manager' in the left sidebar.
Select the module you want to configure.
Select 'Field Manager'.
Click the three-dot menu next to the field you want to edit.
Select 'Edit'.
Update the label, or for Single Choice and Multi Choice fields, add or modify the options.
Click 'Save'.

Note: Renaming a single choice or multi choice option doesn't update existing records that already use that option.

How to delete a field in the Field Manager

Note: Deleting a field permanently removes it along with all data stored in it. This can't be undone.

Before you delete, remove the field from:

The Layout Editor for this module.
Any pipeline stages it's referenced in (Events only).
Any Event Form questions that target this field (Events only).

Then:

Go to 'Object Manager' in the left sidebar.
Select the module you want to configure.
Select 'Field Manager'.
Click the three-dot menu next to the field.
Select 'Delete'.
Type DELETE to confirm.

The field and its data are removed immediately.