Data Dictionaries

Define custom fields and dynamic data schemas across engagements without database changes. Servantium auto-discovers types and labels for any new property you capture.

Note

For a high-level comparison of how templates and data schemas differ, see the Templates vs. Data Dictionaries overview.

Quickstart

Refine your organization’s custom field definitions in Settings > Data Dictionaries, or add custom properties inline directly on object forms.

In-Depth

Servantium allows you to capture any piece of data without needing to change the underlying database schema. This is made possible by the Data Dictionary system.

Inline Custom Properties

You don’t have to navigate to Settings to extend your data model. Users can add and remove custom properties on the fly directly from the form of any supported object (like an Account, Contact, Organization, or Engagement).

  1. Scroll to the bottom of the object’s form and locate the dynamic properties section.
  2. Click the Add Property (plus) icon inside the field input.
  3. In the dialog, enter a Property Label (e.g., “Technical Debt Score”).
  4. Select the Property Type (Text, Number, Date, or Boolean).
  5. Optionally check Required for all documents to enforce this field globally.
  6. Click Add.

The system instantly updates the underlying Data Dictionary and adds the field to your current view. If a custom property is no longer needed, you can remove it directly from the form using the delete icon next to the field. You will be prompted to confirm the removal to prevent accidental data loss.

Centralized Management

While you can manage properties inline, administrators can also use the Data Dictionary screen in Settings to review the complete schema across the organization. From there, you can:

  • Validate Data: Mark specific fields as “Required.”
  • Refine Labels: Update the display names to match internal terminology.
  • Control Visibility: Hide fields that are no longer in use.
Tip

Consistent data dictionaries are the key to powerful reporting. By standardizing your custom fields, you ensure that AI insights and search filters work accurately across all your engagements.

Need more help?

Our support team is available to assist you.

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