Field properties

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When you create a custom field in Settings → Data → Data model, you define its name, API name, and data type. But the field’s behavior on each object — whether it’s required, who can edit it, who sees it — is configured separately, on the object itself. This page explains the three properties Qwoty offers and how to combine them for the most common patterns.

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The Custom Fields section on each object

Once a custom field exists in the Data model, it appears in the Custom Fields section of every record of the matching object (or the relevant Template, for Quote). For each field, you see:

• A toggle to activate or deactivate the field on this object
• Three checkboxes: Mandatory, Editable by sale, Display for customer
• The field’s input area (text box, number, or date picker) for entering the value

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The three properties

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Mandatory

When enabled, the field must be filled before saving the record (or, for Template-driven fields, before the quote can be submitted). Use Mandatory when:

• Missing the value would block downstream processes (for example, a Delivery date required by your warehouse)
• Compliance or contract generation depends on it (a Jurisdiction field for legal templates)
• Your reporting needs the field populated to produce useful KPIs

Don’t use Mandatory when:

• The field only applies to some records (a Hectares field that’s relevant for agricultural customers but not retail customers)
• The value is filled in later in the deal cycle (a Signed date you can only fill at signature)

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Editable by sale

When enabled, sales reps can modify the field’s value. When disabled, the field is read-only for sales reps — typically populated by an admin, an integration, or an import. Use “Editable by sale” when:

• Sales reps own the value (an Event date they collect from the customer)
• The field is part of the sales-rep workflow

Disable “Editable by sale” when:

• The value comes from your CRM and shouldn’t be overwritten by mistake
• Only admins should set the value (a Discount tier linked to negotiated commercial terms)
• The value is calculated by an integration

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Display for customer

When enabled, the field appears on the buyer-facing quote and Dealroom. The customer sees the field’s label and value alongside the line items, dates, and totals. Use “Display for customer” when:

• The buyer needs the value to make a decision (an Event date so they can confirm scheduling)
• The value is part of the commercial terms (Headcount, Delivery window)
• The information is meant to be transparent

Don’t use “Display for customer” when:

• The field is internal metadata (an Account manager code, Sales region)
• It’s used only for reporting or accounting (a Ledger code)
• Sharing the value would expose internal pricing logic

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Common patterns

These combinations cover most setups:

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How a field looks to each persona

The three properties shape what each persona sees:

• The admin — sees and edits every custom field, regardless of properties
• The sales rep — sees every active field; can edit only those with Editable by sale ✓
• The customer — sees only fields with Display for customer ✓ on the published Dealroom

A custom field can carry information that flows through all three personas, or stay internal. The combination is yours to design.

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Display badge on the customer view

When a field is set to Display for customer, it shows up on the Dealroom with a violet Display badge (visible in admin preview mode). This badge confirms that the field will be visible to the buyer when the quote is published.

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Editing properties later

You can change any of the three properties at any time. Changes take effect for new records and the published state of existing records:

• Toggling Mandatory on doesn’t retroactively block existing records — only saves and submits going forward
• Toggling Display for customer on republishes the field to existing Dealrooms the next time the quote is updated
• Toggling Editable by sale off immediately makes the field read-only for sales reps

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