Field Types Reference

This reference covers every field type available in Coherence, including configuration options and best practices for each.

Text Fields

Single Line Text

Basic text input for short content.

Configuration:

Best for: Names, titles, short identifiers, SKUs

Example: Contact Name, Product Title, Order Number

Multi Line Text

Paragraph text without formatting.

Configuration:

Best for: Plain text notes, comments, basic descriptions

Example: Internal Notes, Short Description

Rich Text

Full-featured editor with formatting capabilities.

Features:

• Headings (H1-H3)
• Bold, italic, underline, strikethrough
• Bullet and numbered lists
• Links and images
• Code blocks
• Tables
• Embedded content

Configuration:

Best for: Long-form content, documentation, detailed notes

Example: Meeting Notes, Project Description, Support Ticket Details

Contact Fields

Email

Email addresses with validation and quick actions.

Configuration:

Quick Actions:

• Click to compose in Coherence
• Right-click to copy
• Auto-link for email sync

Best for: Contact emails, work emails, personal emails

Phone

Phone numbers with formatting and click-to-call.

Configuration:

Quick Actions:

• Click to call (if supported)
• Click to open in phone app
• Copy to clipboard

Best for: Mobile, work phone, fax numbers

URL

Website links with preview and validation.

Configuration:

Quick Actions:

• Click to open link
• Preview shows title and favicon
• Auto-detect social profiles

Best for: Websites, LinkedIn profiles, documentation links

Address

Structured location data with autocomplete.

Configuration:

Components Stored:

• Street address
• City
• State/Province
• Postal code
• Country
• Latitude/Longitude (auto-filled)

Best for: Office addresses, shipping addresses, locations

Selection Fields

Select (Single)

Choose one option from a predefined list.

Configuration:

Creating Options:

1. Click Add Option
2. Enter the label
3. Choose a color (optional)
4. Drag to reorder

Best for: Status, priority, type, category

Example: Status (Lead, Qualified, Customer), Priority (Low, Medium, High)

Multi-Select

Choose multiple options from a list.

Configuration:

Display:

• Shows as colored badges/pills
• Filterable in views
• Groupable in reports

Best for: Tags, categories, skills, features

Example: Tags (Hot Lead, VIP, Partner), Skills (JavaScript, Python, SQL)

Checkbox

Simple true/false toggle.

Configuration:

Best for: Flags, yes/no questions, feature toggles

Example: Is Active, Email Verified, NDA Signed

Numeric Fields

Number

Integer or decimal values.

Configuration:

Best for: Quantities, scores, counts, measurements

Example: Quantity, Employee Count, Rating

Currency

Money amounts with currency formatting.

Configuration:

Display: Properly formatted with symbols and separators

Best for: Deal values, prices, budgets, revenue

Example: Deal Value, Monthly Revenue, Budget

Percentage

Values displayed as percentages.

Configuration:

Storage: Stored as decimal (0.5 = 50%)

Best for: Probabilities, completion rates, discounts

Example: Win Probability, Completion %, Discount Rate

Date & Time Fields

Date

Calendar date selection.

Configuration:

Picker: Interactive calendar dropdown

Best for: Due dates, start dates, birthdays

Example: Due Date, Start Date, Contract Date

Date & Time

Date with time selection.

Configuration:

Best for: Appointments, scheduled events, timestamps

Example: Meeting Time, Appointment, Created At

Time

Time-only field without a date component.

Configuration:

Best for: Business hours, daily schedules, recurring times

Example: Opening Time, Closing Time, Daily Standup

Date Range

Start and end date pair for durations.

Configuration:

Storage: Stored as { start, end } object

Best for: Project timelines, event durations, booking periods

Example: Project Duration, Event Dates, Vacation Period

Duration

Time span in hours, minutes, seconds.

Configuration:

Input: Hours/minutes/seconds or total minutes

Best for: Time tracking, meeting lengths, task estimates

Example: Time Spent, Meeting Duration, Estimated Hours

Visual Fields

Rating

Star or heart-based rating input.

Configuration:

Display: Filled icons for rating value

Best for: Customer ratings, quality scores, satisfaction levels

Example: Customer Rating, Quality Score, Priority

Progress

Visual progress bar with percentage.

Configuration:

Color Thresholds:

• 0-33%: Red (danger)
• 34-66%: Yellow (warning)
• 67-100%: Green (success)

Best for: Completion tracking, goal progress, capacity

Example: Task Progress, Goal Completion, Project Status

Image

Image upload with gallery and lightbox.

Configuration:

Features:

• Drag-and-drop upload
• Thumbnail grid preview
• Full-screen lightbox viewer
• Navigation between images

Best for: Product photos, profile pictures, attachments

Example: Product Image, Profile Photo, Property Photos

Relationship Fields

Reference

Link to records in another module.

Configuration:

Relationship Types:

• One-to-One: Contact → Primary Company
• One-to-Many: Company → Multiple Contacts
• Many-to-Many: Deal → Multiple Contacts

Best for: Connecting related data across modules

Example: Company (on Contact), Primary Contact (on Deal)

User

Assign to workspace team members.

Configuration:

Features:

• Shows user avatar and name
• Filterable by assignee
• Triggers notifications

Best for: Ownership, assignments, created by

Example: Owner, Assigned To, Created By

Person

Link to workspace members with avatar display.

Configuration:

Features:

• Searchable user picker
• Avatar chips display
• "+N more" badge for multiple

Storage: Stores { userId, displayName, email, avatar } object

Best for: Assignees, reviewers, participants, mentions

Example: Assigned To, Reviewers, Meeting Attendees

Social Profile

Social media profiles with platform detection.

Configuration:

Supported Platforms:

• LinkedIn, Twitter/X, Facebook
• Instagram, GitHub, YouTube
• TikTok, Dribbble, Behance
• Website, and more

Features:

• Auto-detects platform from URL
• Brand-colored icons
• Click to open profile
• Username extraction

Best for: Contact social links, influencer profiles

Example: LinkedIn Profile, Twitter Handle, Social Links

Media Fields

Attachment

File uploads and storage.

Configuration:

Supported Files:

• Documents: PDF, DOC, DOCX, XLS, XLSX
• Images: JPG, PNG, GIF, SVG
• Other: ZIP, CSV, any file type

Features:

• Drag-and-drop upload
• Preview for images and PDFs
• Download and share links

Best for: Contracts, images, documents, proposals

Computed Fields

Formula

Calculate values from other fields.

Configuration:

Operators:

• Math: +, -, *, /, %
• Comparison: >, <, >=, <=, ==, !=
• Logical: AND, OR, NOT

Functions:

// Text
CONCAT(first_name, " ", last_name)
UPPER(name)
LEFT(text, 5)

// Math
SUM(field1, field2)
ROUND(number, 2)
ABS(number)

// Date
DATEDIFF(date1, date2)
DATEADD(date, 30, "days")
TODAY()

// Logic
IF(condition, true_value, false_value)
ISBLANK(field)

Best for: Calculated totals, derived values, status logic

Rollup

Aggregate data from linked records.

Configuration:

Examples:

• Total Deal Value from linked Deals
• Count of Contacts per Company
• Average Order Value

Best for: Totals, counts, averages from related records

System Fields

Auto-Number

Automatic sequential numbering for records.

Configuration:

Behavior:

• Automatically assigned on record creation
• Unique and never reused
• Cannot be manually edited
• Survives record deletion (gaps preserved)

Best for: Invoice numbers, ticket IDs, order numbers

Example: Invoice # (INV-0001), Ticket # (TICK-001), Order # (ORD-2024-0001)

Field Best Practices

Naming Conventions

• Use clear, descriptive names
• Be consistent across modules
• Avoid abbreviations

✅ Good: Deal Value, Primary Contact, Created Date ❌ Bad: val, contact1, dt

When to Use Each Type

Next: Learn how to configure fields in detail or explore creating modules.