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How to Create Fields

Alex Hom avatar
Written by Alex Hom
Updated over 2 weeks ago
  1. Click on the Add Field button.

    1. This button can be clicked on for a Project

    2. This button can be clicked on for a Document

  2. Insert information into the Add Field modal. Please refer to the Adding Field table for details on how to fill these fields.

    1. See How to Import Data for more information about creating multiple fields at the same time

  3. If the Field Type being selected is Single Select or Multi Select

    1. Click on the Value button to create the variables for the selection

    2. Input the name(s) of the Variable(s) for the selection type.

      1. Variables can be Duplicated or Deleted.

  4. Click on the Add Field button to save the current entry.

    1. Click on the Create & Add Another Field to save the current entry and create another field

    A screenshot of a computer

AI-generated content may be incorrect.
  5. Clicking on a created field will open a sidepanel to edit the field.

    1. Click on the Save button to save any changes.

A screenshot of a computer

AI-generated content may be incorrect.

Field Table - Adding Fields

Name of Field

Description

Type

Example

Field Name

Input a name for the Field

Alpha-Numeric Text

“Structure ID”

Description/
More Info

Input information that explains the field

Alpha-Numeric Text

“Displays the structure ID of …”

Field Type

Select the Data Type for the field

Drop-down list

Date

Long Text


Short Text

Boolean

Date

Number

Single Select

Multi Select

Allows up to 4000 characters and allows resizing of the component

Allows up to 500 characters

Allows selection of True or False

Calendar selection

Allows numerical characters with incremental arrows

Allows one selection from a dropdown menu

Allows multiple selections from a dropdown menu

Alpha-Numeric Text

Alpha-Numeric Text

Selection

Calendar

Numeric Text

Drop-down list

Drop-down list

“The assessment identified …”

“The results are…”

False

11/20/2024

532

N/A

N/A

(Variables)

Input the names of the variables for Selection Field Types

Alpha-Numeric Text

“Priority 1”
“Priority 2”

Contact Selector

Allows single selection of a contact of the project

(“Limit to users only” toggle will only allow selection of users)

Drop-down list

John Doe

Formula

References other Number or Formula fields to perform mathematical operations

Numeric Text

100

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