Understanding custom fields

Modified on Tue, 5 May at 6:31 PM

Understanding custom fields

All fields in Hubhus are custom fields — there are no predefined system fields inside campaigns. Every piece of data you collect is a field you create. This gives campaigns complete flexibility to match any workflow or industry.

TL;DR

Fields define the data model for a campaign. Types: text, number, date, select (dropdown), JSON/data, checkbox. Select fields categorize leads (used in @if logic and automation). Resource tags classify resources for booking routing. User tags group users for access control. Keep API slugs stable once in use.

6 field types to know

1

Text

Free-form input — names, addresses, descriptions, notes, order references. Most flexible but hardest to filter precisely. Use select fields when only specific values are valid.

2

Number

Quantities, prices, measurements, numeric codes. Supports numeric comparison in @if expressions and automation rules.

3

Date

Deadlines, delivery dates, planned start dates. Supports date comparison (before/after) in automations and @if logic.

4

Select (dropdown)

Only pre-defined values allowed — e.g. product type, region, urgency. Essential for filtering, automation, consistent reporting, and conditional logic. Always prefer select over free text for categorization.

5

JSON / Data field

Structured or nested data, lists, multi-item orders, technical specs. Used in advanced workflows and integrations. Set via jQuery('#df_slug').val(JSON.stringify(data)).

6

Checkbox / Boolean

Simple yes/no. Useful for opt-ins, consent flags, internal status flags. Evaluates as true/false in @if and automation conditions.

Read more

Select fields vs. Resource tags vs. User tags

  • Select fields — categorize leads. Used in @if logic, automation conditions, API payloads, and dashboards. Examples: customer_type, region, product_category.
  • Resource tags — classify resources (technicians, teams, vehicles). Control which resources a booking form is allowed to use. Examples: Team North, Installer.
  • User tags — group users for access control and permissions. Can be linked to resource tags to control which users appear as eligible assignees in booking forms.

Field naming best practices

  • Use clear, descriptive names: customer_address — not addr2
  • Keep API slugs stable once used in automations or API integrations
  • Group related fields with consistent prefixes: measurement_width, measurement_height
  • Use select fields instead of free text for categorization
  • Only create fields for actual process needs — don't pre-create fields "just in case"

Common searches

custom fields Hubhus • field types • select field • resource tags • data field • field configuration

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