Creating and Editing Fields
Fields are places on your records in which you can store data values. They are created by the organization’s Winmore Administrator and determined by your business needs. You can create and edit these fields to contain details of the record using a number of pre-built field types. This data can then be used to search, create reports or aggregated together to help understand and navigate your business.
Record Templates can be uniquely customized with fields. These fields can be grouped together on different pages and workflows and come in a wide variety including: dropdown fields, hyperlink fields, file upload fields and picker fields that relate two different records.
To create or edit Record Template fields, navigate to the Creation Studio and click Records.
Then select the Record Template on which you’d like to create or edit fields.
Finally, click on the Fields tile.
Creating a new field
To create a new field, select the Plus button. In the Create Field panel to the right, chose a name, API Name, and type for the new field before clicking the green Create button. The API name is a unique identifier which is used when referring to this field in imports and other administrative functions. Please refer the the list of field types and descriptions below to choose a type for your new field.
The field type cannot be changed after creation, so please refer the the list of field types and descriptions below before selecting a type for your new field. Ensure you're choosing the best type for the data that will be entered.
Keep in mind, when creating a new field, how it will be used. If it will be a reference only field, a text string may be appropriate. If it’s a field you wish to pull metrics from or create a dashboard with, it may be easier to do so on a dropdown field with set values.
Now that your field is created, you can add it to the Record Layout and Workflow associated with that Record Template. See the Record Layout and Creating Workflows articles for more information.
Editing Field Details
Existing fields for this Record Template are listed on the left. Click on one of these fields to show details about it on the right panel.
Default Value contains the value of the field when a new record instance of this template is created.
A special feature of text fields is the ability to include validations (such as minimum and maximum lengths or patterns) as well as Markdown ability. Please note that validations must be set while the field is being created.
Decimal and text field values can also be auto-generated and restricted, see article on Field Formulas and Validations.
Select “Telephone” number format and almost any readable telephone number value will automatically initiate a call on your device when the field is clicked.
Help Text can be entered here which shows a tooltip next to the field where it appears. There is a 160 character limit on this text for readability in the app.
Deleting and Restoring Fields
To manage the fields that appear in the list here and related management panels, you can choose to “delete” one or more fields. These fields will retain any values associated with them in individual records, and can be restored from the Deleted tab shown here.
A single record type has a hard limit of 350 fields (both active and deleted count into that limit). If you're coming close to that limit, you may want to consider re-purposing deleted fields or if an additional record type would better suit your needs.