A table consists of one or more fields. You can add, delete, and configure the fields in any table.
To add fields to a table:
- On the left sidebar menu, click the drop-down arrow next to the table to which you wish to add a field. This will display the list of actions that can be taken for the table.
- Click Fields. This will display the selected Table’s Fields Page. This page will display the existing fields on the table if any.
Click Add Field in the upper-right corner of the page. This will display an Entry Form.
On the Entry Form displayed, enter a descriptive Field name such as “Component Name”, then select a Field Type.
A Field Type specifies and constrains what kind of data is to be kept in a field. The following field types are available:
|Text||Data contains alphanumeric characters|
|Text - Multi-Line||Data contains text on multiple lines|
|Text - Multiple Choice||Data contains specific values (example A or B or C)|
|Numeric||Data only contains numeric values|
|Currency||Data is a currency|
|Phone Number||Data is a phone number|
|Datetime||Data contains a date and time|
|Date||Data contains a date without the time|
|Checkbox||Data is one of two values (example Yes or No)|
|File Attachment||Data is a file|
|URL||Data is a website URL|
Data is an existing user in the application
In addition, the following formula field types are also available, and can be used to apply operations to existing fields:
|Formula - Text||Applies formulas to Text Fields|
|Formula - Numeric||Applies formulas to Numerical Fields|
|Formula - Currency||Applies formulas to Currency Fields|
|Formula - Date||Applies formulas to Date Fields|
|Formula - URL||Applies formulas to URL Fields|
Note: For more details on Formula Fields, please refer to the Formula Fields Documentation.
5. Check the ‘Must Be Unique’ checkbox if the field requires a “unique constraint”. The unique constraint will ensure that all values entered on the table for that field are unique values (i.e. this prevents duplicate values).
Note: Fields marked as unique can also be used as key fields/reference fields to set up relationships between tables. This will be discussed in the Section on Table Relationships.
6. Once the Field Name and Field Type are entered, click Save Changes. The added field will now be listed on the Fields Page for the selected table.
7. Continue to add more fields as needed by repeating steps 3-6.