Add Fields to Chip Details

Clicking a chip in Folio opens a details panel with a set of Folio Docs default fields for that chip type — the record, its object, and so on. You can extend that panel with fields of your own choosing, including custom fields from your org, by creating a field set named Folio_Docs_Info on the object. The extra fields appear underneath the default fields, for every user, whenever they click a chip pointing at a record of that object.

There is nothing to configure in the Admin Panel: Folio looks for a field set with that exact name on the mentioned record’s object, retrieves its fields, queries them on the record, and displays them in the panel.

Where the extra fields appear

The same field set drives all four places a chip opens a details panel:

A related record — clicking a record chip in the Related & Tags drawer.
A Record Link in the Document body.
A User Mention in the Document body — driven by a field set on the User object.
A Live Field in the Document body.

Which field set is used follows the object the chip points at — a chip for an Opportunity shows the Opportunity’s Folio_Docs_Info fields, a User Mention shows the User’s, and so on. For what each panel shows by default, see Chip actions.

Create the field set

Field sets are created per object in Setup:

From Setup, open Object Manager and select the object — Opportunity, User, a custom object, any Linkable Object.
Open Field Sets and click New.
Give it any label you like, but the Field Set Name (the API name) must be exactly Folio_Docs_Info — this is the name Folio retrieves it by.
Drag the fields you want into the In the Field Set area, and arrange them in the order you want them displayed.
Save.

The API name must be exactly Folio_Docs_Info. A field set under any other name is ignored — Folio finds the field set by that name on each object. The label can be anything.

That’s it — the next time a user clicks a chip for a record of that object, the panel shows your fields beneath the defaults.

One field set per object

Each object gets its own Folio_Docs_Info field set, so you choose per object what’s worth surfacing:

On User, fields like Title, Department, and Phone make a User Mention a quick who’s-who card.
On Opportunity, Stage, Amount, and Close Date give a Record Link chip at-a-glance pipeline context.
On a custom object, whatever fields your users would otherwise open the record to check.

An object with no Folio_Docs_Info field set simply shows the default fields — nothing breaks, and there’s no requirement to create one anywhere.

Update Data in Bulk

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