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Using custom fields

How to use custom fields in Contracko

Custom fields let you track additional data specific to each contract category. Add fields for contract value, property details, service levels, or any information relevant to your contracts.

Adding custom fields to a category

  1. Navigate to Organization → Categories
  2. Select the category you want to customize (e.g., Rental Agreement)
  3. Click Add custom field
  4. Choose the field type and configure options
  5. Click Save

Custom field creation form with type selector

Available field types

Contracko supports several field types:

  • Text - Free-form text input
  • Number - Numeric values (can restrict to positive numbers)
  • Date - Date picker
  • Yes/No - Boolean toggle
  • Currency - Monetary values
  • Percentage - Percentage values
  • Options - Dropdown with predefined choices (e.g., Light, Medium, High)

Field settings

When creating a field, you can configure:

  • Name - The field label (e.g., "Number of Rooms")
  • Description - Help text explaining what to enter
  • Required - Whether the field must be filled when saving a contract
  • Constraints - Type-specific rules (e.g., no negative numbers)

Field settings showing name, description, and required toggle

Using custom fields in contracts

Once you add custom fields to a category, they appear in the contract editor for any contract in that category.

  1. Open a contract assigned to the category
  2. Scroll to the bottom of the editor to find your custom fields
  3. Enter the relevant values
  4. Click Save

Contract editor showing custom fields at the bottom

Custom field values also display in the contract viewer for quick reference.

Contract viewer displaying custom field values

Example use cases

Rental agreements:

  • Number of rooms
  • Monthly rent (currency)
  • Property manager name
  • Pet-friendly (yes/no)

Service contracts:

  • Annual contract value (currency)
  • Service level (options: Light, Medium, High)
  • Auto-renewal date

Record deals:

  • Rights holder name
  • Royalty split (percentage)
  • Territory

Employment contracts:

  • Salary (currency)
  • Department (options)
  • Probation end date

Tips

Start simple - Add only the fields you'll actually use. You can always add more later.

Use options for consistency - When you want standardized values (like service levels), use the Options field type instead of free text.

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