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Custom entities are built with JavaScript Web Components, supported by all modern browsers. This means they’re flexible, reusable, and future-proof.
Custom entities are built with JavaScript Web Components, supported by all modern browsers. This means they’re flexible, reusable, and future-proof.
Why use Custom Entities?
Industry-specific
Build entities tailored to your sector (finance, healthcare, legal, etc.)
Integration-focused
Connect directly to internal systems or third-party APIs
Advanced UI
Create rich interactive widgets that go beyond form fields
Reusable
Develop once and use across multiple flows or teams
Common use cases
Financial Services
Financial Services
Risk assessment calculators, compliance checklists, mortgage or pension widgets
Healthcare & Insurance
Healthcare & Insurance
Adaptive medical forms, symptom checkers, coverage visualisers
Technical Tools
Technical Tools
QR code scanners, digital signature pads, custom charts or dashboards
How it works
- Plan – Define what data to collect and what experience to deliver
- Generate – Use the Custom Entity Copilot to create a working prototype from a text description
- Refine – Adjust behaviour or styling with standard JavaScript (Lit, Stencil, or vanilla)
- Configure – Decide what settings flow builders can customise (labels, ranges, formats)
- Test & Publish – Preview the entity and make it available across flows
Start simple: even a small custom checkbox or lookup widget can add big value.
Best practices
Performance
Keep entities lightweight and mobile-friendly
Avoid unnecessary dependencies
Avoid unnecessary dependencies
User experience
Follow familiar patterns
Provide clear labels, help text, and error states
Provide clear labels, help text, and error states
Security
Validate all inputs
Use HTTPS for external calls
Handle sensitive data responsibly
Use HTTPS for external calls
Handle sensitive data responsibly
Maintenance
Document options and usage
Plan for updates and backwards compatibility
Plan for updates and backwards compatibility
Getting started
To create a custom entity:- Open Flow Builder
- Go to Entities → Custom Entities → Create New
- Describe what you want in the Copilot (e.g. “mortgage calculator with loan amount, rate, and duration”)
- Preview, refine, and save