Orgzit data fields are used to store data relevant to a specific record in a table. Each data field can store a different type of information, like text, files, ratings, numbers, dates, and more.
A data field in Orgzit is a column in your workspace table. To quickly add a new data field, click on the arrow button available on each data field header, and insert a column on either left or right side of the data field, as per requirement.
You can also create a new data field by going to Table Settings and clicking on +Add Field in the Table Fields section.
Once you choose to create a new data field by one of the above-mentioned methods, you need to fill in the following details:
- Name: You can fill the name of your data field/column here.
- Data Type: You need to choose a data type to specify what kind of information do you want to store in this data field.
You can choose one of the following data types:
String: This data type is used to store a sequence of letters and words like customer name, order status, etc.
Integer: This data type is used to store integer values like the quantity of an item, number of orders, etc.
Decimal: This data type stores decimal values. You can use it for fields like item prices, etc.
Date: This data type stores data in a date format. You can use it to store dates like date of dispatch, date of employment, etc. according to your requirement.
Time: This data type can be used is you want to store time in your field.
Document: This data type can be used is you want to store a document like an invoice or payslip, etc. in your field.
Image: This data type can be used is you want to store an image in your field.
User: This data type can be used if you want to assign a user to a record. For eg., you can assign an order to a salesperson or assign a task to a team member using this field. It's one of the ways to collaborate with other users in the workspace.
Location: This data type can be used is you want to store a location in your field. Using this, you can also leverage the power of the map view of your data.
Relationship: You can use this data type if you want to link one table to another through this field.
For eg. You have a Customer table with all your customer details and you have an Orders table with all order details. You can link the Order to a Customer by creating a Customer relationship field in your Orders table. By doing this, each order record will be linked to a customer from your customer table.
Relationship Value: You can use this data type if you want to get the field value of a field from the table with which you have set up a relationship.
For eg., if you want the Customer email address in your Orders table, and it's present in the related Customer table, you can use this data type and select the field whose value you want.
- Attribute(s): You can choose different attributes to enhance the functionality of your data fields as per the requirement.
- Help Text: You can add a remark for reference to help the system users.
- Section: You can group fields in a field section. It helps in keeping data more organized and in the right order.
- Placement: You can set the placement for your field here, by specifying the field after which you need your new field to be placed.
Once you add the above-mentioned details, a new data field will be created. You can make changes to these anytime you want.
You can watch this video to understand how to add new fields/columns: