A Vote field lets each member cast one vote on a record. Think of a show of hands, counted for you.

Here is the test: do you want to know how many people back this record, one vote each? If yes, you want a Vote field. For a score from one person, use a Rating field.

Example: a Risks table with a field called Committee Priority. Before the quarterly review, each committee member votes for the risks to discuss first. The count shows which risks the committee cares about, and View votes shows who backed each one.

The Committee Priority field in a risk record, showing the green check, 4 Votes and the View votes link.

The field settings panel opens. It has two tabs: Settings and Help Text. The rest of this article takes them in that order. Save at any point with Add Field (or Update Field on a field that already exists) and come back to the other tab later.

The field settings panel, Settings tab, with the Display Format preview, Color and Options.

The Settings tab holds how the vote control looks and one rule. Top to bottom: Display Format, Color and Options.

A preview of the vote control: a check circle, a bar that fills as votes come in, and the count. There is nothing to choose. This is the only format for the field.

The color of the check and the bar. Pick from the 20 swatches; the default is green.

Allow members to view listing of who has voted. On to start. On, every record shows a View votes link next to the count, and anyone can open the list of voters. Off, the link disappears for everyone; members can still vote and see the count. There is no Require switch on this field.

A note for the person filling in the record, up to 800 characters. Help Text Appearance shows it As A Tooltip (the default, behind an info icon next to the field name) or Below The Field Name (always visible).

Write it for someone who has never seen the field. For Committee Priority: "Vote for the risks you want on the agenda. One vote per risk; you can change your mind until the meeting."

Field Permissions. Every field can carry its own permissions, which control who can see the field and who can edit it. Open the column menu and select Edit Field Permissions. Show Committee Priority to the committee only, so other members do not vote. See Field Permissions.

Dynamic Record Permissions. A Vote field can also drive record-level rules: who can see or edit a record based on the value it holds. Every field type except Button can drive a rule. See Dynamic Record Permissions.

Once votes are cast, the field answers "which ones matter most?" across the table.

In a record, the field shows a circle and the count, such as 0 Votes. Select the circle to vote: it becomes a check in the field's color, the count goes up by one, and View votes appears. Hover over the check and the tooltip reads Remove my Vote; select it to take your vote back. Save the record to keep the change. In Grid View, select the cell, then the + in the circle. The grid saves the vote at once. Each member has one vote per record.

A risk record with the vote cast, the Remove my Vote tooltip, 1 Vote and the View votes link.

View votes opens the Vote Summary window: the count, a Find Member search box, and one row per voter with the columns MEMBER, DATE, COMPANY and TITLE.

The Vote Summary window listing the committee members who voted, with the date of each vote.

The operators are is equal to, is not equal to, is greater than, is less than, is equal or greater than, is equal or less than, is empty and is not empty. "Committee Priority is equal or greater than 3" lists the risks with committee backing.

Group a view by the field and the risks with the same number of votes sit together, as a Number field groups by value.

Sort 1 → 9 or 9 → 1 from the column menu. 9 → 1 puts the most-backed risks at the top, which is the agenda.

A Lookup can show the field, but it shows empty for a record with 0 votes. A Rollup cannot read a Vote field; a Rollup combines number fields only.

A formula reads the count as a number: [Committee Priority] + 1 returns 1 for a risk with no votes.

A trigger passes the vote count on as a number, and a condition can test it: equals, greater than, less than. An action cannot change votes; the field is not an input of Update records or Create a record.

A Vote field cannot be placed on a form.

Take your vote back. Select the check again (the tooltip reads Remove my Vote) and save the record.

Change the color. Open Modify Field Settings, pick another swatch under Color, then Update Field.

Hide who voted. Turn off Allow members to view listing of who has voted and select Update Field. The counts stay.

Copy the field or the record. Duplicate Field makes an empty copy. Duplicate Record copies the record with its votes.

Last verified 30 Oct 2026.