This field uses our powerful “Dot Walking” feature. If you’re not familiar with it, we recommend reviewing this article from the Knowledge Base first.

Setting Up a Dot Walking Field

Dot walking allows you to access fields from related apps using a simple dot-based syntax.

• Start by typing the name of a reference field followed by a dot (.) — this reveals the fields available in the related app.
• Need to go deeper? Use multi-level dot walking to access fields across multiple related records.

Examples:

• Contact.Work Email brings the Work Email from the Contacts app into the Orders app.
• Contact.Account.Name accesses the Accounts app through the Contact reference to retrieve the Account Name.
• Depending on your relationships, you can also use Account.Name directly.

This feature allows you to easily bring data across different apps.

Once you’ve configured the field, don’t forget to click Save.

Note: Dot Walking fields for multi-select fields are not currently supported.

Referencing Dynamic Calculated Fields

When referencing a Dynamic Calculated Field, you must use the Dot Walking field type. This is the only field type capable of processing and displaying values from dynamic calculations.

Avoid using a Reference field type for this purpose. If you attempt to reference a dynamic field using a standard reference field, it will not appear as an option when using dot walking.

Changing a Field’s Type

In servis.ai, once a field is created, its type (e.g., text, number, date, boolean) cannot be changed directly. This limitation ensures data consistency and prevents errors caused by incompatible data formats.

If you need to change a field’s type, follow these steps:

• Create a new field: Go to the Form Fields tab in your App settings and create a new field with the desired type.
• Deactivate the old field: Once the transition is complete, delete the original field or hide it from views to avoid confusion.