A list of field types, the purposes and options of each
There are various types of fields and field options which this section will cover.
Adding fields automatically using AI
If you are starting from scratch, Agilebase’s AI can propose a set of sensible fields for your table. Each can then be accepted or rejected according to your needs.
That includes adding relation fields to link your table with other existing tables in the system, for example to link a contact to an organisation.
This feature is only relevant to tables which don’t yet have any fields
- Edit the table
- Enter or edit a brief description of what the table will be used for
- Press the ‘AI: Auto Populate’ button
- When the list is provided, un-tick any you don’t want and press ‘Accept’, or alternatively press ‘Reject All’ to go back, tweak the description and try again.
Adding a field manually
- Edit the table
- From the controls at the top of the list of existing fields:
- Type in a field name, optional description, choose a type and press the Add button
- Optionally, drag and drop the field to a desired location relevant to other fields
Field level help
Any description added to the field will be used as inline help. URLs can be included and will be turned into clickable links. See help for more information.
Editing a field
Field name and description (help text) as well as field options can be altered at any time by clicking a field. Fields can be moved on screen by dragging.
However, once set, the field type can’t be changed. A number field can’t be converted to a text field for example. In particular, a decimal number can’t be converted to a whole number field and vice versa, as integers and floating point numbers are different data types.
There is a process available for changing field types, please see changing field types if you need to do that.
Removing a field
In the fields panel, click the x button to the right of a field.
If the field is used in any other locations in your application, such as a view, you’ll be alerted to the fact. You’ll need to first remove the field from those locations before being able to remove it.
You can also see where fields are used by scrolling to the bottom of the field editing panel and looking under ‘Field Uses’.
Adding a field to multiple views
First ‘pin’ all the views to which you want to add a field. You can pin a single view by clicking on the pushpin icon when editing it, or multiple ones at once from the ’name and views’ panel of a table when editing it.
When editing a field, press ‘add to pinned views’. The field will then be added to all pinned views which don’t already contain it.
This can be particularly useful when introducing a multi-tenanting feature. Multi-tenanting means allowing different customers to access the same system, segregating their data so they each see only their own data. Part of the setup requires adding a new field to all (or most) of the views in the system.
Customise the behaviour and display of fields
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