How do I create custom fields?

Modified on Thu, 4 Dec at 11:33 AM

How do I create custom fields?

Custom fields allow you to collect and store any data you need inside a campaign — from simple text inputs to structured values used in workflows, forms, booking flows, webpages, and email templates.

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Custom fields allow you to collect and store any data you need inside a campaign — from simple text inputs to structured values used in workflows, forms, booking flows, webpages, and email templates.

This article explains how to create new fields, choose the right type, configure required rules, and understand field visibility.


1. Creating a custom field

  1. Open the campaign

  2. Go to Fields

  3. Click New field

  4. Enter:

    • Field name

    • API/slug name (auto-generated, but editable)

    • Description (optional)

  5. Choose the field type (see next section)

  6. Save the field

Once saved, the field can be used in:

  • Forms

  • Booking forms

  • Webpages

  • Email templates

  • Automations

  • Filters (depending on type)


2. Field types available

Text field

For general input like notes, names, descriptions, IDs.

Number field

For numeric values such as price, quantity, or measurements.

Date field

Stores dates only — useful for deadlines, visit dates, reminders, etc.

Select field (dropdown)

Choose one predefined value.
Used for segmentation, filters, and workflow branching.

(Select fields have their own article; see the link below.)

Checkbox / boolean

Used for yes/no logic, simple flags, and conditional automations.

Data fields (JSON)

Advanced structured fields for storing arrays or objects.
Used in complex forms or custom logic.


3. Required vs. optional fields

Hubhus has two layers of “required” logic:

A) Hard required (field-level requirement)

Configured directly on the field.
If a field is hard required, a lead cannot be created without it.

This is strict and should be used sparingly.

B) Form-level requirement

Applied only when the field appears in a form:

@input[field-slug; required]

Use these when:

  • A field must be required in a form,

  • But should still be optional inside the campaign backend.

This is recommended for most use cases.

⚠️ Important

Required fields can cause issues for:

  • External API integrations

  • Partners posting leads

  • Older forms that don’t include the field

Use hard-required fields only when you are absolutely sure they will always be provided.


4. Field visibility

Important notes:

  • If a user has access to a campaign, they can see all fields in that campaign.
    Field-level visibility restrictions do not exist in Hubhus.

  • Fields can be hidden from forms, but still visible internally.

  • Select field values may be hidden or limited using:

    • Form-level conditions

    • Booking-form logic

    • User permissions (for editing select lists)

  • Fields appear in automations, email templates, pages, booking forms, and the lead table (if enabled).


Summary

To create a custom field:

  1. Go to Campaign settings → Fields

  2. Add a new field and choose the type

  3. Decide whether it must be required

  4. Add it to forms, templates, booking forms, or automations as needed

Custom fields form the backbone of your campaign’s data structure and workflow logic.

? Common searches

custom fields • field setup • data fields • field configuration

? Also known as

data field • custom field • input field

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