Time fields are essential for capturing and managing time-based data in your CRM. Whether you're scheduling meetings, logging support call durations, or tracking deadlines, Smackdab.ai gives you full control over how time fields function.
Let’s explore how to configure and customize your Time Picker field!
Adding a Time Field
To create a time field in Smackdab.ai, follow these simple steps:
Go to Settings → Navigate to Customization.
Select Modules → Choose the module where you want to add the Time Picker (e.g., Deals, Contacts, Companies, Activities).
Choose the Field → Select the field within the chosen entity where you want to add a new Time Picker.
Click on "New Field" → Select New Field to add or edit field types.
Choose Field Type → Select "Time Picker" as the field type to enable time selection.
Now, let’s customize the field to fit your needs!
Customize Your Time Field Settings
When setting up your time field, you’ll have several customization options. Here’s what each one does:
1. Select One Option to Customize Field Behavior
When configuring your time field, you can customize its behavior with the following options:
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Required – If this field is marked as required, it will be highlighted with an asterisk (*), meaning users must enter a time before saving the record.
💡 Note: If you mark a field as required, it will automatically be included in the Public API and added to the Field Layout. If the field is not required, you will need to manually add it to the Public API and field layout.
Important – While not required, marking a field as Important highlights it with an orange dot, making it stand out so users know it’s crucial to update.
Bulk Edit – Allows users to update this field for multiple records at once, saving time when making mass changes.
Repeater Field – Lets users add this field multiple times within the same record, useful for tracking multiple time entries (like check-in/check-out times).
These options help you control how time data is captured and displayed, ensuring a smooth workflow for your team.
2. Placeholder
Think of this as a helpful hint inside the field. It disappears once the user starts selecting a time, providing guidance on what to enter.
📌 Example Placeholder:
"Select the meeting start time..."
When you add a placeholder, it appears in the field before the user enters a value, offering clear guidance and making data entry effortless.
3. Tooltip
A small pop-up message that appears when users hover over the field. This is great for giving extra instructions or context without cluttering the interface.
📌 Example Tooltip:
"Select the time in HH:MM format using the 24-hour clock."
When you add a tooltip, a small "i" icon appears next to the field name. When users hover over it, they’ll see the tooltip message—an easy way to provide quick tips or context!
4. Multiple Entity
This allows a field to be used across multiple modules (e.g., Contacts, Deals, and Companies) instead of being limited to just one. Perfect for shared data points!
5. Public API
When you enable the Public API option, this field becomes accessible for integration with other applications. This means it can be included in API exports, allowing seamless data exchange between Smackdab.ai and external systems.
If the field is marked as Required, it will automatically be added to the Public API and included in the default field layout.
If the field is NOT required, you will need to manually enable Public API access to make it available for integrations.
6. Icon
Assign an icon to visually represent the field, making it easier to recognize and improving user experience.
7. Description
Think of the Description as more than just a note—it’s a way to clearly define what this field is for.
Not only does it help your team understand its purpose, but Smackdab.ai also uses this information to generate insights and analytics.
📌 Example Description:
"This field captures the meeting start time. It helps schedule tasks, appointments, or deadlines accurately."
A well-written, detailed description ensures that our AI can interpret the data correctly, helping you automate processes and make informed decisions effortlessly!
Custom Validation Options for Time Fields
To ensure that users enter the correct time values, Smackdab.ai allows you to set minimum and maximum time validation rules.
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Minimum Time Validation
Define the earliest time users can select.
Uses the Syncfusion Time Picker to select a valid minimum time.
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Options:
Fixed Time – Set a specific minimum time (e.g., 08:00 AM).
No Restriction – Users can enter any time.
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Maximum Time Validation
Define the latest time users can select.
Uses the Syncfusion Time Picker to select a valid maximum time.
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Options:
Fixed Time – Set a specific maximum time (e.g., 06:00 PM).
No Restriction – Users can enter any time.
These validation settings help maintain data accuracy and ensure users select times within the required range.
Why Use a Time Picker Field?
Time fields help track appointments, deadlines, shifts, and more, making them a crucial part of any CRM system.
Whether you're managing meeting schedules, logging customer interactions, or tracking work hours, Smackdab.ai’s Time Picker fields give you complete control over how times are entered and displayed.
Start setting up your custom Time Picker today and improve your team’s efficiency!