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

A URL field is designed to store website li

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

A URL field is designed to store website links or any other type of hyperlink, such as cloud storage folders, files, or social media profiles. This field ensures easy access to external resources directly from your application.

When a user clicks on a URL stored in this field, it automatically opens in a new window, redirecting them to the specified link for seamless navigation.

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 URL Field 

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

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

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

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

To create a URL field, follow these steps:

1. Name Your Field – Assign a descriptive name and, if necessary, add a field hint to guide users.
2. Select a Section – Choose where the field will be created or keep the default option.
3. Set the Field Type – Ensure the field type is set to ‘URL’.

Additional Configuration Options

•  Default Value – You can define a default URL for new records, such as www.website.com, as a placeholder. Team members can override this value as needed.
•  Calculated Field – Enable the ‘Calculated’ checkbox to generate dynamic URLs using custom code.
•  Required Field – Mark the field as required if users must enter a URL before saving a record.
•  Lock After Create – Enabling this option will prevent users from modifying the URL once the record is saved.

Unique

URL fields can be set up as ‘unique’. This means that the system will prevent duplicates of the URL values from being added. It is recommended to set up the URL as a Unique field if there shouldn’t be any duplicated records with the same information. For example, the website of an Account could be marked as unique and if a team member attempts to create a new account with a website that already exists in the system, they will receive the warning that the website already exists.

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

You can learn how to Import Data to a Unique Field right here.

To know more about Unique Fields, read this article.

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.

ks or any other type of hyperlink, such as cloud storage folders, files, or social media profiles. This field ensures easy access to external resources directly from your application.

When a user clicks on a URL stored in this field, it automatically opens in a new window, redirecting them to the specified link for seamless navigation.

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 URL Field 

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

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

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

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

To create a URL field, follow these steps:

1. Name Your Field – Assign a descriptive name and, if necessary, add a field hint to guide users.
2. Select a Section – Choose where the field will be created or keep the default option.
3. Set the Field Type – Ensure the field type is set to ‘URL’.

Additional Configuration Options

•  Default Value – You can define a default URL for new records, such as www.website.com, as a placeholder. Team members can override this value as needed.
•  Calculated Field – Enable the ‘Calculated’ checkbox to generate dynamic URLs using custom code.
•  Required Field – Mark the field as required if users must enter a URL before saving a record.
•  Lock After Create – Enabling this option will prevent users from modifying the URL once the record is saved.

Unique

URL fields can be set up as ‘unique’. This means that the system will prevent duplicates of the URL values from being added. It is recommended to set up the URL as a Unique field if there shouldn’t be any duplicated records with the same information. For example, the website of an Account could be marked as unique and if a team member attempts to create a new account with a website that already exists in the system, they will receive the warning that the website already exists.

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

You can learn how to Import Data to a Unique Field right here.

To know more about Unique Fields, read this article.