Fields and Relationships - An Overview
Updated
Fields define what information is captured for each entity. They represent the attributes of a business entity, such as name, status, amount, date, priority, or category.
Entity Studio supports a wide range of field types, enabling users to accurately model both simple and complex data.
Well-designed fields are critical for downstream usage, as they directly power filtering, routing logic, reporting, automation, and user experience.
Fields of an Entity
Fields represent individual data points within an entity. These are used to store and display specific attributes related to records. You can configure a wide variety of field types to suit your data requirements.
Types of Fields:
Standard Fields: Predefined by Sprinklr (e.g., Name, Created Date, Created By).
Custom Fields: Created by users to capture specific data (e.g. E-mail, Phone Number, Department etc,.).
Common Field Types
Following are the 17 types of Field Types that are available:
Field Type | Description |
Text | Allows you to add textual details to your form |
Rich Text | Enhanced version of "Text" that includes text formatting like bold, italics, underline and so on |
Number | Use this field to add a phone number, alternative number and so on in your form |
Boolean | Allows you to store and edit any binary value. It supports the forms of Toggle, PickList, and Checkbox |
TextArea | Allows you to input and edit multiple lines of text |
Date | Allows you to add dates in your form. For example: Purchase date, Complaint date, Completion date and so on |
Datetime | Allows you to enter a date with specific time. |
Single Select List | Lets you choose a single option from the drop‑down list. For example, adding a single user from the drop‑down list. |
Multiple Select List | Allows you to add a field type where you can select more than one option at a time. For example, adding multiple tags to your form. |
Lookup | Creates a connection or link between the current entity and the entity being referred to. |
Currency | Currency allows you to enter an amount which is automatically transformed into a properly formatted currency. |
Auto Number | Auto Number is a read‑only field which automatically generates a sequential number for records based on the format you define. |
Fiscal | Fiscal is a special type of duration field which represents the financial year of your organization, typically used for reporting purposes. |
Roll up summary | Roll up summary is a read‑only field used for aggregating data stored in the referenced entity. |
Address | Address allows you to enter detailed addresses with ease — including street, city, state, postal code and country. |
Multiple Entity Lookup | Multi entity lookup enables you to lookup records for multiple entities at once. |
Large_file | File allows you to attach and view a variety of files effortlessly. |
Beyond basic data capture, fields also control how data behaves, how it can be used, and how it is protected across the platform.
When defining a field, administrators can configure additional attributes depending on the field type. These attributes determine how the field participates in search, sorting, data integrity, usability, and security.
Key field configuration options include:
Allow Multi-selection
Enables the field to reference multiple records instead of a single value. This is commonly used for scenarios such as associating multiple products, skills, tags, or categories with a single record.
Mandatory Field
Ensures that a value must be provided when creating or updating a record. If no value is entered, record creation or update will fail. This is critical for enforcing data completeness and process compliance.
Enable Sorting
Allows records to be sorted in Record Managers using the values of this field. This is particularly useful for operational views where users need to quickly prioritize or organize records.
Enable Searching
Makes the field searchable when querying entity records. If this option is not enabled, records are searchable only by the default name field. This setting is essential for improving findability in large datasets.
Enable Cloning
Allows the field value to be copied when a record is cloned. This is useful in scenarios where new records are often created based on existing ones, such as tickets, orders, or configurations.
Relationships in Sprinklr
Relationships determine how entities are connected to each other within the system. They help define dependencies and contextual links between different entities. Common relationship types are:
One-to-One: A single record in one entity is linked to a single record in another. (e.g., a post to a campaign).
One-to-Many: One record in an entity is linked to multiple records in another. (e.g., a lead linked to multiple contacts).
Many-to-Many: Multiple records in one entity are linked to multiple records in another. (e.g., multiple users working on multiple projects).