You can learn how to create a new Form Field from this article.

The Color Field is a versatile option available in all apps, allowing users to assign colors to records using a color picker. While it can be used independently, its real advantage lies in its integration with other field types such as Boolean, Stage, and Choice Lists.

Key Features and Benefits:

•  Integration with Other Fields – Assign colors to Boolean, Stage, or Choice List fields to visually represent values and icons in charts.
•  Enhanced Data Visualization – Colors applied to fields improve clarity in dashboards and reports.
•  Custom Forms & Catalogs – Create color-coded product catalogs or warning systems for ticket escalations when combined with Form Rules.

Navigating to Form Fields

Go to Settings > Apps, select the app you’d like to add the field to and select the ‘Form Fields’ tab.

Configuring a Color Field

To set up a Color field in your app, follow these steps:

•  Add a New Field: Click the Add Field button to open the Field Type selection window.

•  Select Stage Field Type: From the list of available field types, choose the Choice option.

•  Configure the Field: After selecting the Color field, proceed with the configuration settings as needed.

1. Field Name

Give your field a name and add a field hint if desired. You can then select the section in which the field will be created or keep the default option.

2. Section

Choose which form section you would like to add this field to.

3. Default Value

You can choose a default color for this field.

4. Required

Enable the ‘Required’ checkbox if the information for this field is mandatory. It means that if you enable this option, every time a team member creates a new record, they will need to input the information for this field in order to save it. 

5. Lock After Create

If you enable the ‘Lock After Create’ as its name implies, the field will be locked once the new record is saved and the value of the field will not be editable afterward. 

Once you are done setting your field, click the save button. 

Note: All new fields are added at the bottom of the form. 

Changing a Field’s Type

In Servis.ai, once a field is created, its type (e.g., text, number, date, boolean) cannot be modified directly. This limitation helps ensure data consistency and prevents errors that could arise from incompatible data formats.

If you need to change the type of an existing field, you’ll need to follow these steps:

•  Create a New Field: Go to the Form Fields tab on your App’s Settings and create a new field with the desired type (for example, switching from a text field to a number field).
•  Deactivate the Old Field: Once the transition is complete, you can choose to delete the original field or simply hide it from views to avoid confusion.