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Custom Field Data Types

The following are the data types available for Custom Fields in Zoho Payroll:

Data Types

Text Box (Single Line)

Select the Text Box (Single Line) data type to record any additional information. You can enter a short text, numerical value, or a combination of both up to 255 characters. Only A-Z, 0-9, and special characters are supported.

Email

You can record additional email addresses using this field. For example, brandon.taylor@zylker.com.

URL

You can record and save website URLs using this field. For example, https://www.example.com/

Phone

You can use the Phone data type to store additional phone numbers. For example, (123)-456-7890.

Number

The Number field can be used to store whole numbers and negative numbers. For example, 7 or -7.

Decimal

This field allows you to record decimal values that are positive or negative. For example, 12.90 or -94.53.

Amount

This field allows you to record the amount along with the default currency code set for your organization. For example, USD50, GBP76, AUD30 etc.

Percent

You can use this data type to record values in percentage.

Date

In this field, you can record custom as well as relative date values. For example, Custom Date: 19 Jun 2019, Relative Date: Today, Tomorrow, Starting Date of Month etc.

Date and Time

The Date and Time data type is used when you have to display both the date and time values. It displays the value in YYYY-MM-DD HH:MM format.

Check Box

Using the Check Box data type, you can confirm an action or a fact, or enable an option. Here, you can also choose to have the check box ticked by default, if required.

Auto-Generate Number

Using this data type, you can auto-generate values with prefixes or suffixes of your choice. Also, you can associate the custom field to existing loans and auto-generate this number in all of them.

Fill in the following additional fields:

  • Starting Number: Enter the starting number of the series (for example, 00001). The first record will use this starting number, and the subsequent records will increase by 1.
  • Prefix: Enter the text or number to place at the beginning of each value in the series. This field is optional.
  • Suffix: Enter the text or number to appear at the end of each value in the series. This field is optional.
  • Add to existing records: Check Add this custom field to all the existing records and auto-generate the number in all of them if you want the numbers to be generated for all existing loans as well. This is a one-time setup, and this setting cannot be changed later.

You can use the Dropdown data type in scenarios where you have to select one option from the list of options provided.

Multi-select

The Multi-select data type is similar to the dropdown data type. Using multi-select, you can select up to 30 options from the list of options available.

Lookup

The Lookup data type allows you to pull data from one module and display it inside another module.

Text Box (Multi-line)

The Text Box (Multi-line) data type also lets you to record any additional information of your choice. You can enter text, numerical value, or a combination of both up to 36000 characters. Only A-Z, 0-9, and special characters are supported.

Attachment

You can use the Attachment data type to add files such as documents, PDFs, and images. Select the required types from the File Type field.

The formats supported for each file type are listed below:

  • Images: GIF, PNG, JPG, JPEG, BMP, TIF, and TIFF types.
  • Documents: XLS, XLSX, DOC, DOCX, XML, CSV, PDF and TXT types.

You can attach one file whose size limit is less than 7 MB.

Formula

The Formula data type enables you to build a formula that performs calculations using predefined functions, fields, and operators.

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