How to Create and Add a Field in Valstorm

This guide walks you through the complete process of creating a new field, configuring its permissions, and adding it to an app page in Valstorm.

Video Guide

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Step 1: Creating a New Field

First, we will create the field and define its properties.

• Navigate to Objects: From the home page, open the page panel and select Objects.
• Select your Object: Search for the object you want to modify (e.g., "lead") or create a brand new one. Click the Edit button on your selected object, then click New Field.
• Define Field Details:
  • Name & Purpose: Give the field a clear name, such as "Assigned To".
  • Help Text: Add help text to explain the field's purpose to other users and document your setup.
  • Description: Copy the help text into the background description field, which assists AI and developers in improving your process.
• Configure App & Type:
  • Related App: Choose the related app, which is typically named after your business's config.
  • Field Type: Select the appropriate field type. For example, use a Lookup field if the field needs to relate to another object, such as a "User".
• Set Requirements & Save: Check the box to make the field required if users must fill it out to create or edit the object. Click Create and scroll down to verify the field was successfully added.

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Step 2: Configuring Permissions

Next, you must grant users permission to see and interact with the new field.

• Create a Permission Set: * Go to Search Objects and type in "permission".
  • Use the global search to look for your config.
  • Click Create New to build a permission set (e.g., "Sales User") and assign it to your specific config, then click Save.
• Set Object-Level Permissions:
  • Navigate back to Objects (closing the left/right columns or page expander can give you more workspace).
  • Find the relevant object (e.g., "lead"), move it to the right, and save.
  • Under Object Permissions, decide how users can interact with the object itself (Read, Create, Update, Delete).
• Set Field-Level Permissions:
  • Scroll down to Object Field Permissions to find your newly created field.
  • Define who can read and update this specific field. Note: You can create separate permission sets for standard users (read-only) versus admins/managers (read and update).
  • Click Edit, set the permissions, and click Save.
• Assign Users: Click Manage Assigned Users and move the appropriate users to the right so they inherit this permission set. Scroll down and click Save.

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Step 3: Updating the App Page

Finally, place the new field onto the actual app page so users can see it.

• Locate the App Page: Open the left column, navigate to App Pages, and search for your object (e.g., "lead").
  • Note: If your object does not have a customized page, the standard setup will automatically load every field onto the page for you.
• Edit a Custom Page: If you have a customized record page, click the Build button to edit it.
• Place the Field:
  • Search for your new field in the menu. You can expand and collapse sections to find what you need.
  • Drag and drop the field onto the desired surface on the page.
  • If you place it incorrectly, ensure the right column is open, click the field, and delete it.
• Save Your Work: If you make a major mistake (like deleting a whole section), simply hit Refresh on your browser—nothing is saved until you explicitly click the save button. Once the field is positioned properly, click Save.

Your new field is now active, properly permissioned, and visible on the page!