Fields

Define a custom field for projects, accounts, contacts, or tasks. Set its values through the fields of that record type's create and update operations, keyed by field name or ID. Parley doesn't fill task fields, so their automation is off. Requires the owner or admin role.

post/fields

Request

  • Base URL
    https://api.parley.so/v1
  • URL
    https://api.parley.so/v1/fields
  • Auth
    HTTP bearer

Request body

recordType'project' | 'account' | 'contact' | 'task' required

The kind of record the field belongs to.

namestring required

Field name. Unique among the fields of one record type.

type'text' | 'number' | 'boolean' | 'datetime' | 'email' | 'url' | 'address' | 'single_select' | 'collection' | 'user' required

The field's value type. It can't be changed after the field is created.

optionsstring[]

Option labels, in order. Required for single_select, and not allowed for other types. At most 100.

automation'off' | 'suggest' | 'auto'

Whether Parley fills the field from emails and documents: off, suggest (proposes values for someone to accept), or auto (sets values directly). Defaults to suggest, or to off for a task field, since Parley doesn't fill task fields.

automationInstructionsstring

Guidance Parley follows when it fills the field.

Response

Created.

idstring required

The field ID.

namestring required

Field name. Unique among the fields of one record type.

recordType'project' | 'account' | 'contact' | 'task' required

The kind of record the field belongs to.

type'text' | 'long_text' | 'number' | 'boolean' | 'datetime' | 'email' | 'url' | 'address' | 'single_select' | 'collection' | 'user' required

The field's value type. It can't be changed after the field is created.

optionsstring[] required

Option labels of a single_select field, in order. Empty for other types.

automation'off' | 'suggest' | 'auto' required

Whether Parley fills the field from emails and documents: off, suggest (proposes values for someone to accept), or auto (sets values directly).

automationInstructionsstring nullable required

Guidance Parley follows when it fills the field.

systemboolean required

A built-in field. It can't be renamed, reconfigured, or deleted, but its values can be set like any other field's.

readOnlyboolean required

Parley maintains the field's values, so they can't be set through fields on a record.

createdAtstring date-time required

When the field was created.

updatedAtstring date-time required

When the field definition was last updated. Setting values on records does not change it.

Changes