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A record type defines the shape of the data a project collects — the fields every record of that kind carries. On this page you create a record type and use the schema editor to add, edit, reorder, and remove its fields. For what a record type is and the three places one can live, see Record types overview.
Building record types is for Builders and Admins. Managers and Members don’t see the New record type or Add field buttons. See Roles and permissions.

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Create a record type

You start a record type the same way from the org library and from a project’s Record types tab: click New record type.
1

Open the New record type dialog

Click New record type. The dialog opens with the line “Name your record type and pick an icon. You’ll define its fields next.”
2

Pick an icon and a name

Choose an Icon, then type a Singular name (for example Invoice). The Plural name is optional — leave it blank to reuse the singular as-is.
A blank plural name does not auto-add an “s”. If you want Invoices, type it.
3

Create it

Click Create record type. The new type starts with a single required text field called Name so it’s valid right away, and you land in the schema editor to add the rest.
If a record type with the same name already exists, you’ll see an advisory banner. It’s a warning only — you can still create the new one.

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The schema editor

The schema editor is where you shape a record type. It’s the same editor everywhere a record type lives. It has two tabs: Fields and Settings. A ”…” actions menu in the header holds Delete record type.

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Fields tab

The Fields tab lists the record type’s current fields in order. Each row shows the field’s label, a type badge (such as Text or Currency), and badges for Title, Required, and Unique where they apply.
1

Add a field

Click Add field, fill in the field form, then save. See Add or edit a field.
2

Edit a field

Click the pencil on a field’s row.
3

Reorder fields

Drag rows up or down. This order is the order fields appear on the record form and the default column order in the table.
4

Remove a field

Click the trash on a field’s row.
Removing a field archives it: the field leaves the schema, forms, and table, but the data already stored in it is kept. There is no in-product way to browse or restore that data yet. You can’t remove the last remaining field, and removing the Title field automatically re-points the title to the first remaining field.

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Settings tab

The Settings tab holds the record type’s own details:
  • Icon and Singular name / Plural name — the names shown across the app.
  • Identifier — used in exports and integrations; safe to leave as-is. The singular form is fixed after creation.
  • Description — a short note on what the record type represents.
  • Title field — pick which field is shown as each record’s title in tables and panels.
Click Save settings to apply your changes. A Changes saved. banner confirms the save.

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Add or edit a field

The Add field / Edit field form defines what a single field stores on every record. Click Add field (when adding) or Save field (when editing) to apply.
Type and Key are permanent once a field exists. You can’t change either after the field is created — and if the record type already has records, the type is hard-locked. Plan the type before you save. To change a type, remove the field and add a new one.
Renaming a field changes only its Label — it never touches the data already stored in that field.

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Field types

Pick the type that matches the data the field captures. Some types have extra settings you configure in the same form.
A single line of text. Optional setting: Maximum length.
A multi-line paragraph.
An integer or decimal value. Set the Number type (Integer or Decimal); for Decimal, set Decimal places. Set Display to Plain or Percentage.
An amount with a currency code. Set the Default currency: USD, EUR, GBP, CAD, AUD, JPY, or CHF.
A true / false toggle.
A calendar date.
A date with a time of day.
One choice from a fixed list. You define the Options (see below). A Select field needs at least one option before it can be saved.
Several choices from a fixed list. You define the Options and an optional Maximum selections.
One or more email addresses. Optional setting: Maximum addresses.
A phone number with calling code.
A labelled web link.
A postal address — street, city, state/province, postcode, and country.

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Select and Multi-select options

When the type is Select or Multi-select, an Options editor appears. Each option has a label and a color (Gray, Green, Turquoise, Sky, Blue, Purple, Pink, Red, Orange, or Yellow), shown as a colored badge in the table and record panel. Use the arrows to reorder and the trash to remove, and click Add option to add more.
An option’s stored value is frozen once saved — relabeling it later keeps existing records pointing at the right option. You must add at least one option before the field can be saved.

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Default values

The Default value control matches the field’s own type, so you set it the way a person would fill the field. A few types work a little differently:
  • Boolean — choose No default, True, or False.
  • Date / Date & time — choose No default, Today (or Now for date & time), or Specific date to pick one.
  • Currency — enter an amount; the currency comes from the field’s Default currency setting.

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Where to go next

Record types overview

What record types are and the three scopes they live in.

Enter and edit records

Add records by hand and work with the records table and views.

Review AI-extracted values

Approve, correct, or reject the values Florent writes into records.