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Use custom fields for information that is not covered by Spacebase’s standard fields. For example, a Business unit dropdown on leases gives your team a consistent set of choices instead of variations entered in notes.

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Choose where the information belongs

Open Company > Company Settings and choose the field list for the record that owns the information. Accounting and project field lists depend on the modules enabled for your company.

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Add a lease field

  1. Open Custom Lease Fields and click Create Field.
  2. Enter a name that tells your team what to provide.
  3. Choose the field type. Use text for free-form references, a number for numeric values, or a dropdown when everyone should choose from the same list. Available types vary by record.
  4. Set a default value only when it is an appropriate starting value. Leave it blank if users need to make a deliberate choice for each lease.
  5. Select Require lease has data for this field before publishing if a missing value should prevent publication.
  6. Save and complete any option configuration for the chosen type, such as the allowed dropdown choices.
For example, make Business unit a required dropdown when every published lease must be assigned to one of your organization’s units. Avoid a default if it could let a lease be published under the wrong unit without anyone making that choice. Creating the field defines what to collect. Enter the actual values on the leases, or use Import Data on the Custom Lease Fields page to populate values in bulk. Select a field’s row to edit its configuration. Options vary across field lists; the publishing requirement above applies to lease fields.