Entities

An entity is a kind of thing you track: customers, jobs, bookings, products. It describes the shape; records are the data.

Creating an entity

Go to Entities and create one, from scratch or from an entity template. Give it:

• a name, such as “Customers”
• a key, the permanent identifier (lowercase letters, digits and underscores, starting with a letter)
• one or more fields, up to 100

Most workspaces need two or three entities, not twenty.

Field types

Type	Holds
Text	Free text
Number	A number. For money, use whole currency units (150 means 150.00)
Date	A date and time
Choice list	One of a list of options you provide (at least one)
Yes / no	A checkbox
Email	An email address
Phone	A phone number
Image	A picture of the thing (a product photo, a room). Uploaded after the record exists, so it can never be required

Each field has a label (shown to people), a key (used in data and the API), and a required flag. Number fields can have a minimum and maximum.

Changing an entity

You can rename it and add, remove or relabel fields under Fields & settings.

Caution

A field’s key is permanent once saved, because your records are stored under it. You can rename the label freely. To “change” a key, add a new field. Removing a field leaves data already stored under that key unreachable, and the editor warns you before saving.

Limits

Free allows 3 entities, Premium 25, Enterprise unlimited. See Plans and limits.

Entity design tips

• One entity per shape. Ten boats and forty booking requests are different lists. Booking needs two entities; see Bookings.
• Start small. You can add fields later but can’t reuse a key.
• Use a choice list for anything with a fixed set of answers, like status.