---
title: Properties
description: Add the values each record of an object keeps, choose who sees each one and what AI may do with it, and read a value's history.
url: https://salexhub.com/docs/data/properties
type: how-to
area: data
section: Data
last_updated: 2026-11-14
prerequisites:
  - https://salexhub.com/docs/data/objects
related:
  - https://salexhub.com/docs/data/formulas
  - https://salexhub.com/docs/data/record-rules
  - https://salexhub.com/docs/data/relationships
  - https://salexhub.com/docs/control/access
  - https://salexhub.com/platform/data-model/properties
  - https://salexhub.com/platform/data-model/privacy
tools:
  - property.create
  - property.update
  - property.archive
  - property.delete
  - property.retype
  - property.unique.create
  - property.backfill
plans:
  - free
  - pro
  - business
  - enterprise
who: Owners and Admins, or a role with Organization settings.
---

# Properties

Add the values each record of an object keeps, choose who sees each one and what AI may do with it, and read a value's history.

> **Availability**: Available on every plan. Keep encrypted is on Enterprise only. [Plans](https://salexhub.com/pricing#compare)
>
> **Who can do this**: Owners and Admins, or a role with Organization settings.

A property is one value every record of an object holds, such as a deal's stage or a visit's date. Built-in objects come with theirs, and you add your own to any object, built in or yours.

## Create a property

### Open Properties

Go to **Settings > Data > Properties** and pick the object under **Object**. For an object of your own, **Manage properties** in **Settings > Data > Custom objects** opens the same page.

### Fill in the basics

Choose **Create property**, then fill in:

- **Label**, the name people see;
- **Internal name**, filled in from the label: the name formulas and the API use. It can't change after you create the property;
- **Description**, what the property means and how to fill it;
- **Group**, where it stands on the record, or **New group…**;
- **Type**, from the table below.

### Set what it takes

Tick **Required** if a record cannot be saved without it, and **Multiple values** if it holds a list. Multiple values can't change later. For a **Select**, add each choice on **Options**.

### Create it

Choose **Create property**. **Validation**, **Permissions**, **AI** and **Danger** open once it exists.

![The Create property dialog on Deal](/docs/screens/data/properties-light.png "Settings > Data > Properties, Create property: the Basics tab.")

An object holds up to 200 properties of your own. Built-in and archived ones do not count.

## Property types

| Type | Holds |
| --- | --- |
| **Text** | A name, a code, a short note |
| **Long text** | A description of several paragraphs |
| **Number** | Hours, a count, a measure |
| **Currency** | An amount with its currency |
| **Date** | A day |
| **Date & time** | A moment, to the minute |
| **Select** | One choice from your list, or several with Multiple values |
| **Checkbox** | Yes or no |
| **URL** | A link |
| **Email** | An email address |
| **Phone** | A phone number |
| **Identifier** | A registration or tax number, checked against its **Scheme** |
| **Address** | A postal address, part by part |
| **Files** | Up to ten files |
| **User** | A member of your organization |
| **Record reference** | A record of another object |
| **Formula** | A value worked out from the record: see [Formulas](https://salexhub.com/docs/data/formulas) |
| **Rollup** | A count or total over linked records: see [Formulas](https://salexhub.com/docs/data/formulas) |

Multiple values works for Text, Number, Select, Email, Phone, URL, User and Record reference. A built-in property keeps its type and validation; you can still rename, regroup and reorder it.

Unique values are set through the Agent or the API, over one to four properties, and refused while duplicates exist. Such a property shows **Unique** in the list.

## Who sees a property

- **Sensitivity**: None, PII, Sensitive or Highly sensitive. It only goes up, never down. An address starts at PII.
- A property at PII or above starts masked for the Viewer role. Reading a Sensitive or Highly sensitive value is written to the [audit log](https://salexhub.com/docs/control/audit-log).
- **Permissions** sets field access per role: Edit, View, Masked or Hidden. It holds in lists, search, exports and the Agent too. See [Access and sharing](https://salexhub.com/docs/control/access).
- **Cost** on a number or an amount: only roles with See costs and margins read it.
- **Keep encrypted** (Enterprise, with Sensitive data on in **Settings > Members and access > Security**): sealed values can't be sorted, range-filtered, summed or read by AI, and the mark can't be removed.

## What AI may do

On the **AI** tab, **What AI may do** decides how the Agent, Fill from activities, agents and AI workflow steps treat the property:

| Choice | What happens |
| --- | --- |
| **Default** | The Agent changes it when you could, except an amount, an address or a status, which it proposes on a card. Agents and workflows suggest a value someone approves. |
| **Never change it** | No AI writes it, not even on a card. |
| **Propose a change** | Every AI value waits on a card for a person. |
| **Change it** | AI writes it. The Agent still follows your [autonomy mode](https://salexhub.com/docs/agent/autonomy). |

**How to fill it from activities** is an instruction AI follows to fill the property from a record's emails, calls, meetings and notes. **Fill existing records** then runs it on every record where the property is empty, at a cost in AI credits.

## Value history

On a record, point at a property and choose its history button. **Value history** lists every value it held: the value before, who changed it, from where and when. **Restore** brings an earlier value back, and the restore is in the history too. A masked value stays masked there.

## Change a property's type

The screen does not change a saved property's type. Ask the Agent, or call `property.retype` through the [API](https://salexhub.com/docs/developers). It first rehearses the change and reports what converts, what ends up empty and what the new type does not take. Then it archives the old property with every value and gives the new one its name, label, group and access.

It converts text, long text, email, phone, URL and identifier among themselves; text to a number, an amount, a date or a select; anything to text; a number to an amount and back; a date to a date and time and back; a single select to multiple values and back.

It refuses formulas, rollups and record references, built-in properties, encrypted ones, and one a rule, formula, rollup or workflow reads until that is changed.

## Archive or delete

On **Danger**, **Archive property** hides it from forms, tables and pickers and keeps its values, so you can restore it. **Delete property** deletes every value for good, and is refused while a report, rule, formula or rollup still needs it.

---

The same page for people: https://salexhub.com/docs/data/properties. Index of this site for agents: https://salexhub.com/llms.txt