Data dictionary — Custom fields
Custom fields extend core entities with tenant-defined attributes while preserving typed storage and validation. This dictionary covers definitions (metadata that describes the field) versus values (per-record assignments), and how both appear in exports and APIs.
Report writers should read this before building warehouse tables so types map cleanly to SQL.
Overview
Section titled “Overview”Definitions include labels, types, option sets for selects, and visibility or edit constraints tied to roles. Values store the canonical representation for each entity instance—normalized for query performance rather than duplicating presentation formatting.
Deleting definitions has different implications than nulling values; archival strategies will be documented to protect historical reporting. Versioning of option sets (renaming vs remapping) will include migration notes for integrators.