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💡 Difference between Field and App: Which option should you choose?
What is a custom field?
A field is used to add information to an existing tab: you can add a block containing several sections (up to 10) and several fields within those sections (up to 50).
What is a custom app?
A custom app allows you to add a new tab to an existing card: this tab can also contain several sections (up to 10) and several fields (up to 50).
What is the difference between a custom field and a custom app?
A field is a block added to an existing tab, an app is a new tab on an existing parent card.
Custom field configuration
Custom fields are integrated directly into one of the tool's native tabs.
Configuration steps:
Go to Administration > Interface customization > Custom fields tab
Select the parent module and the target tab
Create your sections and add the fields you want to use by choosing different elements:
Section title
Field type (short/long/rich text, numeric, contact details, references, choices, dates...)
Advanced options for this field type: for some types (choices / dropdown lists in particular), you can choose a filter option in your searches
Field position in the section
Custom app configuration
Custom apps appear as a separate tab in a card.
Creating an app
Steps to configure a new app:
Go to Administration > Interface customization > Custom apps tab and click the + button to create a new custom app
Select the parent module and the target tab
Create your sections and add the fields you want to use by choosing different elements:
Section title
Field type (short/long/rich text, numeric, contact details, references, choices, dates...)
Advanced options for this field type: for some types (choices / dropdown lists in particular), you can choose a filter option in your searches
Field position in the section
Once the sections and fields are selected, go back to the app's Information tab to select the columns you want to display in the parent card's tab and in the module itself
Configuring app access rights
Like any app, you need to define access rights to this new tab.
To do this, go to Administration > Managers / Roles > click on the role in which you want to enable this app > APPS sub-tab.
You will need to enable the app, then click the cogwheel to configure access rights to the module.
As with any module, you will need to configure the following rights:
Viewing and exporting data
Like any app, you can view the collected data, filter on certain perimeters or other criteria defined in the app, export the data for analysis and processing outside Boond... This will depend on the rights defined for this app.
🎯 Possible use cases
Custom fields are blocks you can add to an existing tab of a card.
Why use custom fields? (Block in an existing tab)
Resource cards (Administrative Tab): Add a section "Disability situation" or "Authorizations"
CRM cards (Information Tab): Add a section "Competitive intelligence".
Delivery cards: Add a section "Specific equipment / material needed"
Company cards (Information Tab): Add a section "Referencing / Framework agreement"
Opportunity cards (Information Tab): Add a section "Salary / Max Daily Rate (for externals)"
Why use custom apps? (New dedicated tab)
On a Project card: A tab "Equipment stock management" to list mobilized equipment
On a Resource card:
A tab "Fleet management" to track company vehicles
A tab "Personal data" dedicated to GDPR compliance
A tab "Referral" to track sponsorship history
On a Candidate card: A tab "Reference checks" to centralize feedback from previous employers