Record types

Define a record type

Record types define the fields and data which are allowed within a record set and its individual records. They are made up of multiple record fields, each of which may have a number of specific field settings or use cases.

The Record Types and Records listing may be reached from within My Liftoff by navigating to **Website > Records** or by visiting https://my.liftoff.shop/records while logged in to My Liftoff with appropriate permissions.The Record Types and Records listing may be reached from within My Liftoff by navigating to **Website > Records** or by visiting https://my.liftoff.shop/records while logged in to My Liftoff with appropriate permissions.

The Record Types and Records listing may be reached from within My Liftoff by navigating to Website > Records or by visiting https://my.liftoff.shop/records while logged in to My Liftoff with appropriate permissions.

Create a new record type

To create a new record type, navigate to the Record Types and Records from within My Liftoff (Website > Records) and click the Add Record Type button.

You will be prompted to enter both a Name and a Code for the new record type. The name should be a unique identifier which clearly denotes the record type's purpose (e.g., "Blog Articles", "Property Images*, etc.)

The code will be automatically generated based on the name, though you may change it if you wish. This code will be used to reference the record set when utilizing Handlebars templating while editing Container pages and Content Blocks.

Add and remove record fields from a record type

Fields may be added to or deleted from an existing, non-default record type, or may be edited.Fields may be added to or deleted from an existing, non-default record type, or may be edited.

Fields may be added to or deleted from an existing, non-default record type, or may be edited.

Once your record type has been created, you will be prompted to add one or more record fields to your newly created type. If you wish to add or remove a record field to an existing record type, visit the Record Types and Records listing, and click the Edit button for the record type you wish to edit. Note that you cannot delete a record field from a record type if the type's record set contains any individual records.

To add a field, select the field type desired from the dropdown, and click the Add Field button. You will be prompted for the field's details as noted below.

To delete a field, click the Delete button next to the field.

To edit a field, click the Edit button next to the field.

📘

The "Info" tab

For easy reference, the Info tab shown when editing a record set will allow you to view the record type's name and code, which may also be viewed on the main Record Types and Records listing table.

Record fields

Liftoff currently supports 10 unique record field types (listed, alphabetically), the purpose and setup of which is covered below:

  • Checkbox
  • Date/Time
  • File
  • HTML
  • Image
  • Linked Record
  • Number
  • Select
  • Text
  • URL

Checkbox

This type is used when you wish to offer a binary choice (i.e., yes/no, on/off, etc.)

Field Option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Default to Checked?

Optional

If you wish for this field to be defaulted to the "on" or "checked," state, check this option.

Help Text

Optional

If you need to provide any information or instructions about what sort of content should be entered in the field, you can type it here.

Date/Time

This type is used when you want to enable the option to select a date & time from a calendar.

Field Option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Elective Options

Optional

You can elect to make this field a requirement by checking the “Require this field” box.

Help Text

Optional

If you need to provide any information or instructions about what sort of content should be entered in the field, you can type it here.

File

Field Option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Directory Path

Required

This is where you define the path of your image will be uploaded. For example, if you were using records to create an employee database and wanted to upload headshots of each employee, you might choose to name this path “employee-headshots”. Note: You need only enter in the specific path. The https://sitename.liftoff.shop/images/ part is pre-defined. Once you have set this path, it cannot be changed.

Elective Options

Optional

You can elect to make this field a requirement by checking the “Require this field” box.

Help Text

Optional

If you need to provide any information or instructions about what sort of content should be entered in the field, you can type it here.

HTML

This is used for any fields that will contain HTML. Appropriate applications may include but are not limited to blog post bodies, special messages, testimonials, etc.

Field Option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Elective Options

Optional

You can elect to make this field a requirement by checking the “Require this field” box.

Help Text

Optional

If you need to provide any information about what sort of content should be entered in this field, you can type it here.

Image

This type is used for when your field will be an image. Please note that any image uploaded must be a web-ready format (e.g. .jpg, .png, .gif, etc.).

Field Option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Directory Path

Required

This is where you define the path of your image will be uploaded. For example, if you were using records to create an employee database and wanted to upload headshots of each employee, you might choose to name this path “employee-headshots”. Note: You need only enter in the specific path. The https://sitename.liftoff.shop/images/ part is pre-defined. Once you have set this path, it cannot be changed.

Elective Options

Optional

You can elect to make this field a requirement by checking the “Require this field” box.

Help Text

Optional

If you need to provide any information or instructions about what sort of content should be entered in the field, you can type it here.

Linked Record

This type is used when you want to pull data from another record field type.

Field Option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Record Type

Required

Select the existing record type from which you wish to pull data

Key Field

Required

Select the field from which you would like to pull data from the selected record type

Elective Options

Optional

You can elect to make this field a requirement by checking the “Require this field” box.

Help Text

Optional

If you need to provide any information or instructions about what sort of content should be entered in the field, you can type it here.

Number

This field type is used for any field that will only contain a numerical value.

Field Option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Default Value

Optional

Any text here will be pre-filled. For example, if your text requires a yes/no response and most of the time the response will be “yes”, you can enter it here to make it easier.

Maximum Digits

Optional

This is where you limit how many digits the field can hold. In example, if the intention is for this field to be a zip code, you might say it cannot exceed 5 digits.

Elective Options

Optional

You can elect to make this field a requirement by checking the “Require this field” box.

Help Text

Optional

If you need to provide any information about what sort of content should be entered in this field, you can type it here.

Select

Field Option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Options

Required

For each selection option you want to be able to choose from, enter each value on a new line.

Default Value

Optional

If you would like one value to display by default, enter that value here.

Elective Options

Optional

You can elect to make this field a requirement by checking the “Require this field” box.

Help Text

Optional

If you need to provide any information about what sort of content should be entered in this field, you can type it here.

Text

This field type is used for any field that will only contain text.

Field Option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Default Value

Optional

Any text here will be pre-filled. For example, if your text requires a yes/no response and most of the time the response will be “yes”, you can enter it here to make it easier.

Character Limit

Optional

This is where you limit how many characters the field can hold.

Elective Options

Optional

There are currently two options for text fields. Check the “Use multi-line text entry” option if you want to support text that has multiple paragraphs. Check the “Require this field” option if you require this field to be filled out.

Help Text

Optional

If you need to provide any information or instructions about what sort of content should be entered in the field, you can type it here.

URL

This is used for any fields in which the value will be a URL.

Field option

Is required?

Description

Name

Required

Enter the name of your field here.

Code

Required

Enter the code here. This is case-sensitive. Any modifications to this field will require you to update any content blocks that use this code.

Elective Options

Optional

You can elect to make this field a requirement by checking the “Require this field” box.

Help Text

Optional

If you need to provide any information about what sort of content should be entered in this field, you can type it here.