> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom fields

> Create custom fields to track data unique to your practice on households, people, businesses, and opportunities.

Custom fields let you add your own data points to records in Slant. Define fields once at the company level, and they become available on every record of that type across all books.

For information on viewing and editing custom field values on a record, see [custom fields on households](/records/households/custom-fields).

## Create a custom field

<Steps>
  <Step title="Go to custom field settings">
    Go to **Settings** → **Data customizations** → **Custom fields**.
  </Step>

  <Step title="Click New custom field" />

  <Step title="Fill in the field details">
    * **Field name** — the label shown on records (e.g., "Last meeting at" or "Risk tolerance")
    * **Object** — the record type this field applies to: Household, Person, Business, or Opportunity
    * **Field type** — the kind of data this field stores (see [field types](#field-types) below)
  </Step>

  <Step title="Click Create field">
    The field is immediately available on all records of the selected type.
  </Step>
</Steps>

## Field types

| Type               | Description                                                                                                                                                        |
| ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Text**           | Short text value                                                                                                                                                   |
| **Rich text**      | Formatted text with bold, lists, and links                                                                                                                         |
| **Number**         | Numeric value. Choose a format: Number, Currency, or Percentage. Currency supports US Dollar (USD), Euro (EUR), Australian Dollar (AUD), and Canadian Dollar (CAD) |
| **Date**           | A calendar date                                                                                                                                                    |
| **Yes/No**         | A true/false toggle                                                                                                                                                |
| **Single select**  | Choose one value from a list of options you define                                                                                                                 |
| **Relationships**  | Link to another record — Household / Client / Prospect, Business, or User. The picker searches records in the current book.                                        |
| **User reference** | Link to a team member. Optionally restrict which teammates are selectable.                                                                                         |
| **URL**            | A web link                                                                                                                                                         |

## Reorder custom fields

Drag the handle on the left of a row to reorder fields within their object group. The order is shared across your company and controls how fields appear on record detail pages and in the custom fields widget on the overview layout.

## Edit a custom field

From the custom fields list, click the row to open the edit form. You can change the field name, add or remove select options, and update relationship settings.

<Warning>
  The field type and object cannot be changed after creation. If you need a different type, create a new field and delete the old one.
</Warning>

For single select fields, you can add new options at any time. Options that are already in use on records cannot be removed.

### Restrict a User reference field to specific teammates

User reference fields default to **All users** — anyone in your company can be selected. To narrow the list, open the field and switch **Selectable users** to **Selected users**, then pick the teammates who should be eligible. The change applies everywhere the field is set, including bulk edits and inline edits on list pages.

<Note>
  You can't remove a teammate from the allowed list while they're set as the value on any record. Reassign or clear those records first.
</Note>

## Delete a custom field

Click the delete icon on the field row and confirm. Deleting a custom field removes all stored values for that field across every record.

<Warning>
  Deleting a custom field permanently removes all of its values. This cannot be undone.
</Warning>

## Fill with AI

For custom fields on households, you can use AI to populate values in bulk.

<Steps>
  <Step title="Open the AI fill action">
    On the custom fields list, click the <Icon icon="sparkles" /> icon on a household-type field.
  </Step>

  <Step title="Write a prompt">
    Describe what value the AI should generate for each household (e.g., "Summarize this client's investment goals based on their meeting notes").
  </Step>

  <Step title="Choose options">
    Select whether to overwrite existing values or only fill blank ones, and which household types to include (clients, prospects, or both).
  </Step>

  <Step title="Start the fill">
    Click **Fill with AI**. The AI processes each household in the background. You can continue using Slant while it runs. When complete, you'll receive a notification and a summary in [book chat](/dashboard/book-chat) with links to the updated records.
  </Step>
</Steps>

## Field keys

Every custom field gets an auto-generated field key based on its name (e.g., "Risk Tolerance" becomes `risk_tolerance`). Field keys are used in automations and reports. They cannot be changed after creation and are shown on the edit form as a read-only value.

## Custom fields as columns

Custom fields can be added as columns on list pages like [clients](/records/clients/overview), [prospects](/records/prospects), and [businesses](/records/businesses). When adding a column to a [data view](/records/data-views), select an existing custom field from the dropdown or create a new one directly from the column picker.

## FAQ

<AccordionGroup>
  <Accordion title="Can different books have different custom fields?">
    No. Custom fields are defined at the company level and apply to all books. The same fields appear on every record of that type, regardless of which book it belongs to.
  </Accordion>

  <Accordion title="Can I filter records by custom field values?">
    Yes. Custom fields appear as filter options on list pages. You can filter by exact match, contains, blank/not blank, and other operators depending on the field type.
  </Accordion>

  <Accordion title="Is there a limit to how many custom fields I can create?">
    There is a limit of 63 characters for field keys (derived from the field name). In practice, you can create as many fields as you need.
  </Accordion>

  <Accordion title="Can I use custom fields in automations?">
    Yes. Custom field values can be used as conditions in [automations](/platform/automations/overview) and as variables in task templates.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Custom fields on records" icon="list" href="/records/households/custom-fields">
    View and edit custom field values on households
  </Card>

  <Card title="Data views" icon="table" href="/records/data-views">
    Add custom field columns to your list views
  </Card>
</CardGroup>