Custom directory records

A row of a directory, such as one data provider. The directory and its columns (fields) are defined in custom_directories; this record gives the row, naming the directory in directory_ref and the cell of each field in values, keyed by the external_id of the field. display_value is the text shown for the row in lists and should repeat the value of the display field. Cards point at a row through a custom property of type directory.
A row of the directory dir-providers, which has the fields fld-name and fld-seats:
{
  "external_id": "rec-nimbus",
  "directory_ref": "dir-providers",
  "display_value": "Nimbus Analytics",
  "values": { "fld-name": "Nimbus Analytics", "fld-seats": 40 }
}
A card picks the row by its external_id in its properties, under the property of type directory (only that field of the card is shown):
{
  "external_id": "k-mrr",
  "properties": { "cp-provider": "rec-nimbus" }
}
A record of this entity needs records of other entities in the package: Custom directories.
Files in the package
List every file of this entity in resource_files of the manifest, with "resource": "custom_directory_records". An entity can have any number of files. See Bundle format.
[
  {
    "resource": "custom_directory_records",
    "path": "resources/custom_directory_records.json"
  }
]
Fields
FieldTypeRequiredDescription
external_idstring (ExternalId)YesYour own identifier of the record, for example k-mrr, unique within the resource across all of its files and case sensitive. Other records refer to this one by it.

Constraints: 1–512 characters.

directory_refRef<custom_directories>

refers to Custom directories

YesThe directory the row belongs to. Give the external_id of a custom_directories record.
display_valuestringYesThe text shown for the row in lists, for example Nimbus Analytics. Repeat the value of the display field.

Constraints: 1–1024 characters.

author_refRef<users>?

refers to Users

NoThe user who added the row, by the external_id of a users record, for example u-ava. Leave it out or use null when the author is unknown.
conditionenumNoWhether the row is in use: active (the default) or inactive. An inactive row is left out of the list of the directory's rows.

Constraints: one of active, inactive.

Default: "active"

created_atTimestampNoWhen the row was added, with a time zone, for example 2026-01-12T09:30:00Z; the directory's list of rows shows this date.

Constraints: RFC 3339 with a time zone.

Default: source.exported_at of the manifest

valuesMap<ExternalId, value>

refers to Custom directories or Custom directory records or Custom properties or Users

NoThe values of the row by field, for example {"fld-name": "Nimbus Analytics", "fld-seats": 40, "fld-owner": "u-omar"}. Each key is the external_id of a field in the fields of the directory of the row and each value has the shape the type of that field decides: text for string, email, url and phone; true or false for checkbox; a number for number; a date value for date, for example {"precision": "date", "value": "2024-05-01"}; the external_id of an option (an item of options) of the property of the field for select; the external_id of a users record for user; the external_id of a custom_directory_records record of the linked directory for directory_link. A link shows only on the row that has it; to show it in both directories, give it on both rows, each in its own directory_link field. A field of type file takes no value. A field the row has no value for is left out.

Rule: The value matches the type of the field.

References

Referenced by

Custom directory records

Refers to

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Example
A record of this entity:
{
  "external_id": "rec-nimbus",
  "directory_ref": "dir-providers",
  "display_value": "Nimbus Analytics",
  "author_ref": "u-ava",
  "values": {
    "fld-name": "Nimbus Analytics",
    "fld-email": "vendor.nimbus@example.com",
    "fld-seats": 40,
    "fld-since": {
      "precision": "date",
      "value": "2024-05-01"
    },
    "fld-tier": "sv-priority-high",
    "fld-owner": "u-omar",
    "fld-parent": "rec-helios"
  }
}
Related entities
Custom directories, Custom properties, Users
Check after the import
After the import, the records of this entity can be checked on Custom directory records › Get list of records.
JSON Schema
custom_directory_records.json
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