Table Fields are columns in your table in the Orgzit workspace. Each table field can contain different types of data, like numbers, text, date, image, document, etc. You can create table fields by two methods.
Table Fields Section
For every table, a Table Fields section is present in the Table Settings. You can create and configure table fields in this section.
To create a new data field, click on the +Add Field button in the Table Fields section.
Once you choose to create a new data field by the above-mentioned method, 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. For eg. if you want to store a date you can choose the date datatype, if you want to store a number you can choose integer or decimal datatype and so on.
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. There is a list of attributes that you can choose from.
- Help Text: You can add a remark for reference to help the system users. When you create a new record, this text is visible when you hover over the 'i' button next to the field for which you have added the help text.
- Section: You can group fields in a field section. Field Sections group data fields and help in keeping the 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 view all your existing fields in the Table Fields section. You can also edit, copy, and delete table fields from there.