Metadata modeling

Objects, fields, layouts, validation, record types, and list views.

Metadata stack

RidgeCRM uses metadata to shape the UI and parts of the API without requiring every change to become hardcoded application logic.

Custom fields add org-specific data to standard or custom objects.
Page layouts arrange fields, sections, related lists, and components.
Validation rules protect data quality on create/update.
Record types let teams bind variations to different layouts and app pages.
List views define columns, filters, sorts, scopes, and default views.

Formula and lookup behavior

Custom field definitions can carry formula and lookup metadata. Docs should explain formulas as RidgeCRM-calculated values and lookups as relationships that need clear target objects and display fields.