Using Fields

Fields define the information you store in your Tables. Think of Fields as columns in a spreadsheet, while Records are the rows.

You can add Fields to Tables at any point. After adding or editing Fields, ensure your Views and User Permissions reflect these changes.

Creating Fields

1. Open your Table’s Grid View.
2. Click the + icon in the table header (on the right).
3. Enter a field name and select your Field Type.
4. Click Save.

Updating Fields

Once you have created and saved a new Field on your Table, You can rename an existing Field at any time. This will not affect the data in the Field.

Renaming a Field

1. Click the field column header on your tables Grid View.
2. Click Configure Field
3. Type in a new Field Name
4. Click Save

From the same Configure Field menu, you can also change the following settings:

• Is Reference - Use this field as the record ID field (the value is shown to identity a record, e.g. Company Name or Employee Email Address)
• Is Required - Require a value
• Is Unique - Require a unique value for each record

Deleting Fields

1. Click the field column header on your tables Grid View.
2. Click Configure Field
3. Type in a new Field Name
4. Click Save

Field Types

Important Field Settings

Unique & Required Fields

• Unique: Ensures all entries are different (e.g., Email).
• Required: Must have a value upon Record creation.

Default Values

• Dates: Optionally defaults to today’s date.
• Users: Optionally defaults to currently logged-in User.
• Lists: Optionally defaults to a specific List value.

Reference Fields

Reference Fields uniquely identify Records in a Table (e.g., Project Name, Customer ID).

• Automatically set as Unique & Required.
• Use Auto Counter if no existing Field is suitable.

Changing a Reference Field

You can change the Reference Field anytime:

1. Choose the new Field in View Editor or Explorer.
2. Check Is Reference.
3. Confirm the change.

ID Masks

ID Masks help identify linked Records more clearly by combining multiple Fields:

• Example: [Company Name] ([Company ID])

Formula Fields

Formula Fields calculate values from other Fields:

• Use arithmetic: +, -, *, /, ^
• Use Fields in brackets: [Quantity] * [Price]
• Functions like SUM, COUNT, SUMIF, and COUNTIF available.

Managing Fields

Updating Fields

• Rename: Anytime, won’t affect existing data.
• Field Type: Cannot change directly; create new and delete old Field.

Deleting Fields

• Removing a Field permanently deletes its data and removes it from all Views.
• Deleted Fields cannot be recovered.