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Record Properties and Fields

A record stores information as fields (also called properties) defined by the Ontology. The concept of the record (e.g., Person or Organization) determines:

  • Available Fields: Specifies which fields are available.
  • Data Types: Defines acceptable data types such as text, number, date, location, and lists.
  • Required Fields: Identifies which fields are mandatory.

This structure ensures records remain consistent across the platform, allowing Search filters, dashboards, and apps to interpret data uniformly.

Record Viewer​

In the Record Viewer, fields are typically grouped into sections for easy scanning and updating. Note the following:

  • Read-Only or Hidden Fields: Some fields may be read-only or hidden based on your permissions and organizational configuration (e.g., rules set in the Schema Editor).
  • Missing Fields: If a field is missing, it might not be part of the concept in the Ontology, could be configured as hidden, or the record might originate from a connected system with restricted editing capabilities.