Managing Data Fields

Required Permission

This feature requires the TEAM_ADMIN_DATA_COLLECTIONS permission.

Data Fields define what information is stored in your Data Collections. Each field has a type that determines what kind of data it can hold and how it's validated.

Accessing Field Management

  1. Navigate to Admin → Data Collections
  2. Click on a collection
  3. Select the Data Fields tab

Creating a Field

  1. Click Add Field
  2. Enter a field title
  3. Select a field type (see below)
  4. Configure field settings
  5. Click Save

Field Types

Text Fields

  • Plain Text - Single or multi-line text input
  • Formatted Text - Rich text with formatting (bold, lists, etc.)

Number Fields

  • Number - Integers and decimals
  • Currency - Monetary values with currency symbols
  • Percentage - Values displayed as percentages

Date & Time

  • Date - Calendar date without time
  • Date Time - Date with time
  • Time - Time only

Contact Information

  • Email Address - Validated email format
  • Phone Number - Phone with formatting
  • URL - Web links
  • Address - Full address with components

Selection Fields

  • Single Selection - Choose one option from a list
  • Multi Selection - Choose multiple options
  • Boolean - Yes/No toggle

Relationship Fields

  • Single Data Record - Link to one record in another collection
  • Multi Data Record - Link to multiple records

Media Fields

  • Image - Image upload with preview
  • File - General file attachments

Special Fields

  • Geolocation - Latitude/longitude coordinates
  • Calculated - Auto-computed values based on formulas
  • Icon - Icon picker

Field Settings

Common settings available for most field types:

  • Required - Must be filled in before saving
  • Default Value - Pre-filled when creating new records
  • Help Text - Guidance shown to users
  • Display Width - How much space the field takes in forms

Field Order

Drag and drop fields to change their order. This affects:

  • Display order in record detail views
  • Default column order in table views

Editing Fields

  • Click on a field to edit its settings
  • Warning: Changing field types may affect existing data
  • Renaming a field does not affect stored data

Deleting Fields

To delete a field:

  1. Click the delete icon on the field row
  2. Confirm the deletion

Warning

Deleting a field permanently removes all data stored in that field across all records. This cannot be undone.

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