Configuration · 7 min

Configure fields that earn their place

Use types and custom fields to support decisions without recreating legacy clutter.

Configuration is most useful when every field has an owner and a purpose. Collecting a value because it existed in an old spreadsheet is not enough.

Step 01

Start with a decision

For each proposed field, identify who supplies it, who uses it and what action or report depends on it.

Step 02

Choose the owning record

Put the value on the person, position, organization, agreement or case that is responsible for maintaining it.

Step 03

Test boundary examples

Try ordinary, unusual and incomplete records before making a field required or publishing it to a wider audience.

Next step

Put the guide into practice.

Use controlled sample data in a 30-day trial, or ask UnionStack how the workflow fits your evaluation.

Credit card required. Automatic billing after 30 days.