Click on the Add Field button.
This button can be clicked on for a Project
This button can be clicked on for a Document
Insert information into the Add Field modal. Please refer to the Adding Field table for details on how to fill these fields.
See How to Import Data for more information about creating multiple fields at the same time
If the Field Type being selected is Single Select or Multi Select
Click on the Value button to create the variables for the selection
Input the name(s) of the Variable(s) for the selection type.
Variables can be Duplicated or Deleted.
Click on the Add Field button to save the current entry.
Click on the Create & Add Another Field to save the current entry and create another field
Clicking on a created field will open a sidepanel to edit the field.
Click on the Save button to save any changes.
Field Table - Adding Fields
Name of Field | Description | Type | Example |
Field Name | Input a name for the Field | Alpha-Numeric Text | “Structure ID” |
Description/ | 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” |
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 |
