Who can use this feature?
Only the Application Owner role can use this feature.
What is it?
Within your application, you have the possibility to design your own templates. Such templates are called entities, and each entity consists of different fields, rating criteria, modules/visualizations, and has distinct permissions.
Via fields, you have the option to structure and compare the content of the same entity. Fields also allow filtering and the analysis of your content with regard to your specific needs. Fields are different than rating criteria as rating criteria can aggregate opinions from numerous persons.
How does it work?
1. Navigate to the field manager
To configure fields, go to the Settings Wheel > Entity Configuration > Entity Configuration.
From here, you have two options to add, edit, disable, and delete fields. You can either navigate to the global Field Manager or you can choose an entity and click on the Manage Field icon.
Please note that within the Field Manager, you can define fields and attributes that you want to use in the same way across different entities. This reduces the creation effort, yet when you change something there, this will be reflected across different entities.
2. Edit an existing field
To edit a certain field, click on the Pen Icon next to it.
3. Create a new field
To add a new field to your entity, stay on the Manage Field page and scroll down to the Add a new field box.
- Add a field label (1)
- Define Field Type (2): Choose a Field Type from the drop-down menu. You can choose between several options that let you adjust the field type to your data (for example, when you’re adding a Start Date field, you should select a Date Picker field type).
- Save (3)
After you clicked on Save the new entity settings form opens in a new tab. In the example below, we added the new field "Strategic focus".
In the form, you can:
- change the previously defined Label,
- add a Tooltip which will be displayed via a small icon next to the attribute,
- add the Help Text which will be displayed in line of a text field, and
- decide whether this field is mandatory by checking the box in the form
When ready, click the Save button. You will automatically land on the Manage Field page and see a message on top indicating that the field was saved successfully.
4. Add the new field to the element create/edit form
To make use of your new attribute in your entity, go to the Form Configuration and drag and drop the new field to the left side to place it in the form, in your preferred place.
When you want to create a new or edit an existing element, you will see your new field in that form.
5. Add the new field to the element view
After adding the field to the edit/create form, decide where to place it on the element detail page. Go to the View Configuration tab and drag and drop the new field to the respective column on the left side.
When ready, click the Save button. You can check the element detail page and adjust it again if you prefer a different placement.