Item details and fields

Use this page as a lookup reference for what you can edit inside an item record, which fields each item type supports, and what happens in each tab. For item-type definitions and examples, read Items.

Where item details open

You can open an item:

inside a journey as a side panel
in Fullscreen as a dedicated page
from Building blocks as a full-page repository record

The same item record keeps its fields, links, comments, and history. The difference is the viewing surface, not a separate copy.

Tabs and actions

Surface	What you can do
Header	Rename the item, copy a share link, duplicate it, open Fullscreen, delete it from the journey, delete it from the repository, or open Edit fields.
Properties area	Review and edit the fields enabled for that item type, such as status, owner, impact, effort, priority, or metric settings.
Details tab	Edit the description, manage attachments, add external links, review image attachments, comment, and configure a metric data source when the item is a metric.
Linked-item tabs	Link allowed upstream or downstream item types, such as insights on an opportunity or metrics on a solution.
History tab	Review item changes, comment changes, attachment changes, external-link changes, item-link changes, and linked-task updates.
Issues section	Open linked GitHub, Jira, Linear, or Notion work and create a new linked issue when the workspace has an active integration.

Field availability by item type

Every item has a title. Other fields depend on the item type.

Item type	Shared fields	Type-specific fields	Owner field	Default status	Valid statuses
Touchpoint	Description, status	Channel, actor	No	`Exists`	`Exists`, `Suspected`, `Confirmed`, `Deprecated`
Insight	Description, status	Type, confidence, severity, affected segment	No	`New`	`New`, `Assumption`, `Observed`, `Validated`, `Archived`
Opportunity	Description, status	Impact, effort, priority, confidence	Yes	`New`	`New`, `Framed`, `Prioritized`, `Parked`, `Closed`
Solution	Description, status	Solution type, impact, effort, priority, target date	Yes	`Idea`	`Idea`, `Proposed`, `Planned`, `In progress`, `Shipped`, `Validated`, `Rejected`
Metric	Description, status	Metric type, unit, evaluation period, current, target	Yes	`Draft`	`Draft`, `Defined`, `Active`, `Broken`, `Deprecated`

Field visibility is configurable per item with Edit fields. If you remove a field from the visible set, Custory hides it from the current item view without deleting the underlying value.

Details tab behavior

Section	Exact behavior
Description	Stored as free text on the item.
Attachments	You can upload files to the item. Text-based files and PDFs open in a preview. Other files stay downloadable from the item.
Images	Image attachments also appear in the image gallery inside the details view.
External links	Each link can include a URL, title, and description. Custory only accepts `http://` and `https://` URLs and blocks unsafe schemes.
Comments	Comments support `@` mentions for workspace members and Custory AI.
AI activity	If Custory AI is working from an item comment thread, the details tab shows a pending state in the same thread area.
Metric data source	Metric items can connect a live PostHog or Stripe source from Details. Other item types do not show this panel.

Linked-item tabs

Custory only allows the relationship paths that keep the evidence chain readable.

Source item	Linked tabs you can use
Touchpoint	Insights
Insight	Touchpoints, opportunities
Opportunity	Insights, solutions, metrics
Solution	Opportunities, metrics
Metric	Opportunities, solutions

Read Items for the full mental model behind these relationships.

Linked tasks and issues

The item page can also show linked external work from GitHub, Jira, Linear, or Notion. If the workspace has an active integration, owners and editors can create a linked issue from the item. Custory stores the external link, title, and status on the item and lets you open live task details from the item record. Read External tasks for platform-specific behavior.

History

The History tab records changes such as:

item creation, updates, deletion, moves, and reordering
field changes such as title, description, status, impact, effort, priority, assignment, and visible fields
comment add, edit, and delete events
attachment add and delete events
external-link add, update, and delete events
item-link add and remove events
linked-task creation, deletion, title changes, and status changes

Permissions and limits

Role or condition	What it means here
`Owner` or `Editor`	Can edit fields, description, links, attachments, comments, linked items, linked tasks, and delete actions.
`Viewer`	Can review the item record but cannot use edit actions.
Public shared journey viewer	Can view the item in the shared journey context but cannot edit it.
Repository item reused across journeys	Editing the source record affects every journey placement that uses that repository item.

Related data such as links, attachments, comments, and history only loads for saved items. Pending or temporary items can appear in the editor before those sections are available.

Core workflow

Team and workspace

Where item details open

Tabs and actions

Field availability by item type

Details tab behavior

Linked-item tabs

Linked tasks and issues

History

Permissions and limits

​Where item details open

​Tabs and actions

​Field availability by item type

​Details tab behavior

​Linked-item tabs

​Linked tasks and issues

​History

​Permissions and limits

​Related pages

Where item details open

Tabs and actions

Field availability by item type

Details tab behavior

Linked-item tabs

Linked tasks and issues

History

Permissions and limits

Related pages