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Fields are the columns in your table. Give each one a clear name and a type that matches the information you need, such as a date, amount, status, or customer.

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Add or edit a field

  1. Select Add field at the right of your table, then choose a field type.
  2. Enter a Title and adjust the settings for that type.
  3. Select Create. To change an existing field, open its column menu and select Edit field.
Field settings for a Payment method text field with Bank transfer as its default value.

Field settings vary by type. This example sets a default payment method.

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Choose the right field type

Where available, Default value supplies a starting value for new records. It doesn’t fill existing blank cells.

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Use the column menu

Open the menu beside a field’s name to edit, duplicate, hide, sort, or delete it.
Column menu showing Edit field, Duplicate field, Hide field, and Delete field.

Hide a field to simplify a view. Delete it only when you no longer need its data.

  • Hide field removes it from the current view. Its data stays in the table.
  • Duplicate field gives you a separate field to work with.
  • Delete field removes the field and its values. Review the affected items shown before confirming.
Changing a field’s type can clear incompatible values and affect fields, views, or forms that use it. Read the conversion warning, then check your connected forms and apps after the change.

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Choose the primary field

The primary field is the first field in the table and identifies each record in linked-record pickers. Use a recognizable name, such as Customer name or Order number. Open an eligible field’s menu and select Set as primary field. You can also select Change primary field from the current primary field’s menu. Unsupported types are unavailable in the picker.

Related topics

Manage viewsUse the Database Agent
Last modified on October 22, 2026