Below is a list of the fields currently available for customization in Coast. Customization is only supported in no-code workflows found in the workflow library.
If your workflow doesn’t include these options, our team can help migrate you to one that does. At this time, customization features are available only on desktop. To access them, log in to your Coast account at app.coastapp.com.
| Field Type | Description | Example Use Case |
|---|---|---|
| People & Collaboration | ||
| 👤Person | Assign a team member from your workspace. | Assign “Technician” or “Case Manager” to a work order. |
| ✒️Signature | Collect digital signatures directly in Coast. | Approvals, service confirmations, or customer sign-offs. |
| 🔗Related Card | Link a card from another workspace or board. | Connect a maintenance request to a related asset record. |
| 🔄Referenced In | Show where this record is linked elsewhere in Coast. | Trace a work order back to the service request that created it. |
| Dates, Time & Tracking | ||
| 📅Date Picker | Select a date from a calendar. | Set due dates for tasks or inspection schedules. |
| ⏱️Timer | Track time spent on a record. | Track technician labor time on a repair job. |
| ⏰Scheduled Automation | Trigger workflows or reminders at specific times. | Send automatic reminders for overdue tasks. |
| ✅To-do List | Add a checklist within a record. | Break a preventive maintenance task into step-by-step actions. |
| Text & Data Entry | ||
| ✏️Short Text | Capture single-line text entries. Supports up to 255 characters. | Perfect for short entries like titles, names, or short notes. |
| 📝Long Text | Record multiple lines of text. No character limit. | Ideal for detailed descriptions, customer notes, or safety instructions. |
| 🔢Number | Accept numeric input only. | Log equipment counts, costs, or quantities used. |
| 📧Email Address | Capture and validate email addresses. | Store customer contact info for notifications. |
| 🔗Web URL | Save clickable web links. | Link to an online equipment manual or vendor site. |
| Location & Address | ||
| 📍Address | Store structured physical addresses. | Save job site, facility, or customer addresses. |
| 🗺️Share Location | Capture a live map location from a device. | A field worker shares their current service location. |
| Files & Images | ||
| 📂File Upload | Upload files or images (PDF, Word, Excel, photos, etc.) Per card allows up to 10 files/images with no file size limit for paid subscribers and 3MB for free plan users. | Great for attaching documents, invoices, PDFs, or repair photos. |
| 🖼️Image Upload | Upload images only. Per card allows up to 10 images with no file size limit for paid subscribers and 3MB for free plan users. | If you want to limit uploads to images only. Perfect for inspections or before/after photos. |
| Organization & Classification | ||
| 🎯Single-Select | Choose one option from a predefined list. | Select task status: “Open,” “In Progress,” or “Completed.” |
| ✅Multi-Select | Choose multiple options from a predefined list. | Tag an asset with multiple attributes, like “Electrical” + “Urgent.” |
| 🏷️Combined Tags | Apply multiple tags to organize and filter records. | Tag requests by priority (High/Medium/Low) or type (Electrical, Safety). |
| 🪄Single Field Lookup | Pull data from another field to reduce duplicates. | Auto-fill asset details when selecting equipment. |
| Actions | ||
| 🔘Button | Add a custom action button to trigger workflows or links. | One-click “Mark as Complete” or open an external form. |
| System Fields | ||
| 🕒Created On | Timestamp of when the card was created. Not editable; appears only after the card is saved. | Track when a work order or request was first created. |
| #️⃣Card ID Number | Unique, auto-generated number per card (workspace-scoped). Not editable; appears only after saving. | Reference a specific work order by its unique ID. |