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  4. Columns

Columns

Proto adds and updates every column type in ERP•AI, including formulas, rollups, AI columns and validation rules.

Proto guide 1 min read Article 3 of 14 in Building ERP•AI apps with Proto

On this page

  1. Column types
  2. Example requests

Building ERP•AI apps with Proto

  1. Building an app with Proto
  2. Tables
  3. Columns
  4. Views and layouts
  5. Forms and line items
  6. Navigation
  7. Records and bulk edits
  8. Generating sample data
  9. Importing data into a table
  10. Custom pages and dashboards
  11. Documents and templates
  12. Workflows
  13. Analytics
  14. Knowledge links

Column types

In the ERP•AI app, new columns are added from the New Property picker. It lists these types:

Column typeUse it for
TextShort free text
Long TextMulti-line text
NumberNumbers, including currency
DateDates and date-times
SelectOne choice from a list
Multi SelectSeveral choices from a list
CheckboxYes/no values
EmailEmail addresses
URLWeb links
PhonePhone numbers
File / AttachmentFiles and images
UserA person in your workspace
ReferenceA link to one or more records in another table
AI ColumnA value generated or extracted by a prompt
Auto FillA value pulled from a table that isn’t directly linked
RollupA total, count or other summary of child records
FormulaA value calculated from other fields
DurationTime spent, in hours or days
New Property picker
New Property picker

Example requests

  • “Add a Margin % formula column to Products.”
  • “Add a rollup on Purchase Orders that sums line totals.”
  • “Add an AI column that summarizes each support ticket in one sentence.”
  • “Make Email required on Contacts.”
  • “Reorder the columns on Products so SKU and Description come first.”
PreviousTables Next Views and layouts

Related articles

Tables Proto creates, organizes and configures the tables in your app, including table actions.Forms and line items Proto edits record entry forms: field order, visibility and line-item grids.Views and layouts Proto builds saved views with filters, sorting and search, in table, board, calendar, gallery, timeline and ledger layouts.

Get help from the team.

In ERP•AI, open the organization or app menu and choose Report an issue. For deployment, billing or contract questions, write to the team.

Contact the team Open ERP•AI
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