Instance · Data
String
Last updated 7 November 2026
The following UI elements are available for the 'String' field type:
- Address: A field for an address.
- *Card Select: A visual selection tool using cards.
- Code: A code editor for snippets or scripts.
- Color: A color picker for hex or RGB values.
- *Email: A single-line field for email addresses.
- HTML: A WYSIWYG editor for formatted web content.
- Input: A standard single-line text field.
- Link: A field specifically for URLs.
- Markdown: A text editor supporting Markdown syntax.
- Multi-line: A larger text area for paragraphs.
- Phone: A formatted field for telephone numbers.
- *Radio: A set of buttons for a single choice.
- *Select: A standard dropdown menu.
UI elements marked with an asterisk (*) include additional configuration options.
All String UI elements include the following conditional field:
| Input Label | Type | Required | Description |
|---|---|---|---|
| Mandatory | Toggle | No | When enabled, the user must provide an input before saving the record. |
Address
This UI element adds an address field to the Instance. It uses the 'Mandatory' toggle field. The system displays the following fields for the form in the 'Appearance' tab:
| Input Label | Type | Required | Description |
|---|---|---|---|
| Show in table view | Toggle | No | Determines if the field appears as a column in the data index. |
| Searchable in table view | Toggle | No | Enables the global search bar to scan the contents of this field. |
| Help Text (Tooltip) | Text Area | No | Informational text that appears on hover to guide the user. |
| Column Width in table view (%) | Number Field | No | Defines the horizontal width (1–100%) of the column in the table view. |
Card Select
This UI element allows users to add a card select UI element to the Instance. Selecting this option displays the following fields and options in addition to the 'Mandatory' toggle field:
| Input Label | Type | Required | Description |
|---|---|---|---|
| Value | Input Field | Yes | Value of the card select option. |
| Content | Input Field | Yes | Content of the card select option. |
In addition, the system displays the following fields for the form in the 'Appearance' tab:
| Input Label | Type | Required | Description |
|---|---|---|---|
| Show in table view | Toggle | No | Determines if the field appears as a column in the data index. |
| Searchable in table view | Toggle | No | Enables the global search bar to scan the contents of this field. |
| Sortable in table view | Toggle | No | Allows administrators to reorder records alphanumerically by clicking the column header. |
| Help Text (Tooltip) | Text Area | No | Informational text that appears on hover to guide the user. |
| Column Width in table view (%) | Number Field | No | Defines the horizontal width (1–100%) of the column in the table view. |
Code
The input requirements displayed in the 'Appearance' tab for the 'Code' UI element are as follows:
| Input Label | Type | Required | Description |
|---|---|---|---|
| Help Text (Tooltip) | Text Area | No | Help text to assist users in utilizing the field correctly. |
Color
The input requirements displayed in the 'Appearance' tab for the 'Color' UI element are similar to those for the 'Card Select' UI element.
This UI element adds a single-line email field to the Instance. Selecting this option displays the following field in addition to the 'Mandatory' toggle field:
| Input Label | Type | Required | Description |
|---|---|---|---|
| Link to CRM Contact | Toggle | No | When enabled, the value of this field is matched against CRM contact emails. If a match is found, a link to view that CRM contact is shown next to the value. |
The input requirements displayed in the 'Appearance' tab for the 'Email' UI element are similar to those for the 'Card Select' UI element.
HTML
The input requirements displayed in the 'Appearance' tab for the 'HTML' UI element are as follows:
| Input Label | Type | Required | Description |
|---|---|---|---|
| Searchable in table view | Toggle | No | Toggle used to make the field searchable in table view. |
| Help Text (Tooltip) | Text Area | No | Help text to assist users in utilizing the field correctly. |
Input
The input requirements displayed in the 'Appearance' tab for the 'Input' UI element are similar to those for the 'Card Select' UI element.
Link field
The input requirements displayed in the 'Appearance' tab for the 'Link' UI element are similar to those for the 'Card Select' UI element.
Markdown
The input requirements displayed in the 'Appearance' tab for the 'Markdown' UI element are similar to those for the 'HTML' UI element.
Multi-line
The input requirements displayed in the 'Appearance' tab for the 'Multi-line' UI element are similar to those for the 'HTML' UI element.
Phone
The input requirements displayed in the 'Appearance' tab for the 'Phone' UI element are similar to those for the 'Card Select' UI element.
Radio
Selecting the 'Radio' UI element displays the following field in addition to the 'Mandatory' toggle field:
| Input Label | Type | Required | Description |
|---|---|---|---|
| Options | Multiple Text Input Field | Yes | Options for the 'Radio' field. |
The input requirements displayed in the 'Appearance' tab for the 'Radio' UI element are similar to those for the 'Card Select' UI element.
Select
This UI element allows users to add a select UI element to the Instance. Selecting this option displays the following fields and options:
| Input Label | Type | Required | Description |
|---|---|---|---|
| Options | Multiple Text Input Field | Yes | Options for the 'Select' UI field. |
The input requirements displayed in the 'Appearance' tab for the 'Select' UI element are similar to those for the 'Card Select' UI element.