Fields

The Fields section is where admins shape the data Requiply captures — which custom fields exist, which records they apply to, which columns appear in the main tables, and which rows appear on detail pages. It is the single place to extend and rearrange Requiply beyond its built-in fields, so the same data flows into forms, lists, detail pages, and reporting consistently across the organization.

You'll find this section under Settings → Fields.

Why fields matter

Requiply's standard fields cover the basics — names, dates, prices, quantities — but every rental business has its own data needs (preferred contact method, internal references, allergy notes, special instructions, deposit caps). The Fields section turns those needs into reusable, structured data:

1. Define once under Entity fields — choose a name and a type (Textbox, Textarea, Number, Select, Multiselect).
2. Attach where it's needed under Level configurations — pick which entity levels (Item, Item Group, Client, Booking) the field appears on, and in what order. For client and booking fields, also decide whether the field is Required and whether it is shown at creation on the booking form and the quick client dialog.
3. Promote into tables under Table column layout — choose which built-in and custom columns are visible on the main lists, and in what order.
4. Arrange the record under Detail page fields — choose which built-in and custom rows are visible when a single record is opened, and in what order.

Each field has a stable field key generated from its name on creation, so the data stays addressable even if the display name is changed later in a UI sense.

Pages in this section

• Entity fields — the master list of custom fields for the organization. Add, edit, and delete fields with type-specific configuration (options for Select / Multiselect, format rules for Number, length rules for Textbox / Textarea). Name and field type are locked once a field has been created.
• Level configurations — attach fields to entity levels and order them. Each level tab has Add a field chips, an ordered Configured fields list you can drag to reorder, and a live preview of the form. On the Client and Booking tabs each field also has Required and Show at creation switches.
• Table column layout — choose which columns are visible in the main tables for each entity level. Both built-in system columns and the organization's custom fields show up here, so business-specific data can be promoted into the visible columns of the Items, Item Groups, Clients, and Bookings lists.
• Detail page fields — choose which rows are visible, and in what order, when a single item, item group, client, or booking is opened. System rows and custom fields are ordered together in one list, so a custom field can sit anywhere among the built-in rows instead of at the bottom of the card.

Which entities support custom fields

Custom fields can be attached to four entity levels:

• Item — individual rentable units.
• Item Group — the parent record that units belong to.
• Client — customer records.
• Booking — bookings.

Each level has its own configuration on Level configurations, Table column layout, and Detail page fields — switching tabs updates the URL with a ?tab= query so a specific level can be linked to or refreshed without losing context. The Organization level appears only on Level configurations, because organizations have neither a table nor a detail page.

Every one of the three layout pages shows a live Preview next to its pick list, rendering the form, table, or detail rows with sample data as you drag — so you can judge a layout before saving it.

How this section connects to the rest of Requiply

Tips and cautions