About Feature: Fields in Vymo

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Fields in Vymo are critical meta-properties or characteristics essential for capturing data about leads, partners, activities, and users. Vymo categorizes fields into two primary types:

Global Fields:

Definition: Consistent across the entire company.
Accessibility: Limited to dropdowns and Business Objects.
Note: Globally applicable but restricted to specific features.

Module Fields:

Definition: Customized according to the specific requirements of each module.
Customization: These can be customized and reused from the "Available Fields" section.
Global Capability: Only fields with dropdown UI type and master UI type can be referred globally.

Dependent Features

Fields significantly impact various modules and functionalities in Vymo, including:

Lead or Partner Modules:

Application: Used in lead and partner data entry forms.
Workflow: Influence lead progression through different states.

User Module:

Application: Utilized in user data entry forms.
Customization: Allows tailoring user-related information.

Campaign Management:

Application: Essential for defining and managing campaigns.
Reporting: Influences data presentation in campaign reports.

Activities:

Application: Impact data entry forms for various activities.
Tracking: Influence how activity-related data is recorded and presented.

Types of Fields:

Vymo supports various field types, each serving distinct purposes:

Standard Fields:

Commonly used fields like text, number, date, etc., for basic information.

Enable predefined options selection, ensuring data consistency.

Master UI Type Fields:

Fields with broader scope, allowing global references and customization.

OIFs (Object Interaction Fields):

Specialized fields for interactions between different objects within the system.

Validations and Regexes:

Fields support validation rules for data accuracy and adherence to patterns.
Regex (Regular Expression) support for advanced data pattern matching.

Pre-Requisites:

Review the predefined set of fields based on the module type (Lead, Partner, or User) then create or edit these fields.

User Personas and Journeys:

Administrator: Can design and configure fields based on business needs.
End User: Utilizes the fields for data input or viewing.