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User Guide/Custom Data

Custom Tables, Fields & Data

Model any data your business needs with custom tables, fields, forms, and views — no code required.

By the Noematic team ·

Create a table called 'Vendor List' with columns: name (text), contact email (text), category (select: supplies, services, equipment), rating (number)
Add a row to Vendor List: name: HVAC Supply Co, email: orders@hvacsupply.com, category: supplies, rating: 5
Query the Vendor List — show me all suppliers rated 4 or above
Add a custom field 'Referral Source' to clients
Create a form for client intake with name, email, and service interest fields

Click the copy icon to copy a prompt, then paste it into your Noematic chat.

Custom Tables

Build spreadsheet-like tables to store any data your business needs.

Using Chat

Create a table called 'Vendor List' with columns: name, contact email, category (choices: supplies, services, equipment), and rating (number)
Add a row to Vendor List: name: HVAC Supply Co, email: orders@hvacsupply.com, category: supplies, rating: 5
Show me all vendors rated 4 or above

Using the Dashboard

DataTables

Creating a table manually:

1

Switch to Edit mode

2

Click Add Table

3

Enter a name, description, and slug

4

Click Save

5

Click on the table to manage columns and rows

Enter name...
Enter description...
Enter slug...
Save
Add TableEditDelete

On the table detail page:

  • Add columns with types: text, number, date, boolean, select (with options), and JSON.
  • Insert rows by filling in values for each column.
  • Edit or delete individual rows.
  • Search and sort data.

Custom Fields

Add extra fields to built-in entities (clients, invoices, projects, etc.).

Add a custom field 'Referral Source' to clients, type: text
Set Jane Smith's referral source to 'Google Ads'

You can manage custom fields from Customize → Fields in the sidebar (Edit mode).

Custom Forms

Create intake forms and collect submissions.

Using Chat

Create a form called 'Client Intake' with fields: Full Name, Email, Service Interest (select: bookkeeping, tax, advisory), Budget (number)
List form submissions for Client Intake

Using the Dashboard

  1. Go to Data → Forms in the sidebar.
  2. In Edit mode, you can create, edit, and manage forms.
  3. In Live mode, you see form submissions instead.
  4. Public forms get a shareable URL you can embed on your website.

Custom Views

Save filtered, sorted views of your data.

Save a view called 'High-Value Clients' — clients with enterprise tier, sorted by name

Dashboard: Go to Data → Views to see all saved views. In Live mode, views display as "Saved Views" for quick access to filtered data.