Help - Data Fields
What are Data Fields?
Data Fields allows you to create a small database for each workspace. For instance, if you have a Workspace where each page is a customer, you could create fields to track your contact name, telephone number, mobile number, etc. If, you set up a Workspace for customer support, you could track the customer's IP address, network passwords, etc. You can select a type of field and the order in which to display them on the screen. You will see these fields on the Data Field tab. The data field types are text, list, and resource Data Fields are stored at the page level. What this means is that if you want to track contact information (for example) each contact would be set up as his or her own page. Therefore, each contact (page) could have its own set of data.
How do I add data fields to a workspace
Data fields can be created by selecting the "Manage" workspace link, then going to the "Data Fields" page within this help screen. From there, you can add fields by selecting "New Data Field" and creating your field. When creating your fields, you will select text for free form text entry, list to provide a list to the user, resource, to allow a user to select someone within the workspace as the data for this field, or memo to create a long text field. (Resource is useful to assign a page to someone, for instance a salesperson or consultant.)
Note that only a workspace administrator can add data fields.
How do I change the data fields for a Workspace?
Data fields can be modified by an administrator by selecting "Manage" workspace, moving to "Data Fields" and editing the field that needs to be changed.
How do change the order of the data fields?
Data fields can be reordered by an administrator by selecting "Manage" workspace, moving to "Data Fields" and then dragging the fields up and down to change the order.
How do I delete a data field for a workspace
Data fields can be changed by an administrator by selecting "Manage" workspace, moving to "Data Fields" and by selecting delete next to the data field that is to be deleted.
Data fields viewed from the ALL page
Data Field data is stored at a page level; in other words, each page contains data field data. Therefore on the ALL page we display a list of all of the pages and selected data fields. This is good for getting, for instance, a list of all contacts if you were using this for contact management. You can change the columns displayed by going into the settings link from this page.
How can I change the columns on the All page?
You can change the columns that appear on the screen and the order in which they appear to meet your preferences by selecting "Settings" from the Data Field menu and moving fields between the columns. Fields in the right hand column will appear on the screen.