Overview

To ensure that your organization has all the relevant data you need for Transactions, add or edit fields via Transactions Field Editor.

This unlocks a more seamless experience that enables you to:

• Create, edit, deactivate, or delete fields
• Create a relation
• Set default field values and display them in the table view
• Search by name and keywords and filter by a field’s data type

Where can you find the Transactions Field Editor?

1. In the Dashboard, click Transactions > Types in the navigation bar.
2. After adding a Transaction Type or selecting an existing one, the Field Editor will appear.

How to add or edit Transactions fields?

1. Navigate to the Transactions Field Editor.
2. Click into an existing field or click Add Field
3. Update Field Details:
   1. Field label: the name of the custom field (displayed within the dashboard)
   2. Field key: a unique identifier for the field (also used when retrieving or updating the object via API)
   3. Field type: describes the type of field value allowed, such as an array, date, integer, string, etc.

Plans Explained

Transactions Field Editor by plan

Learn more about pricing and plans.