Add a field
Before you start
Add a field when a module needs to keep one more piece of information, like the date an equipment request is needed by. A field takes about a minute. Putting it in front of people takes two more steps, shown at the end.
Add the field
Section titled “Add the field”- Open Modules and choose the module, for example Equipment Requests. The Fields page opens.
- Click Add field. The editor opens on the right.
- Type the Label, for example
Needed by. - Under Type, choose the type, for example Date. Use Search types to find one quickly.
- Fill in the settings the type asks for, if any. A Lookup asks where its Values come from.
- Click Save field.
The editor closes, Field added. appears, and the field shows in the table.
What can I call a field?
Section titled “What can I call a field?”The label you type becomes the field’s name. Beezr accepts:
- English letters, numbers, spaces and underscores
- a first character that is a letter
- a name no other field in the module already uses
Beezr turns the label into a lowercase system name with underscores, so Needed by is stored as needed_by. If a name needs fixing, the editor shows what to change at the top.
Which type should I choose?
Section titled “Which type should I choose?”Choose the type by what people will enter:
| People enter | Choose |
|---|---|
| A short phrase, such as an item name | Text |
| A longer explanation | Text area |
| A day on the calendar | Date |
| An amount of money | Currency |
| One value from a fixed list | Lookup |
When in doubt, read Which field type should I use?. Each type has its own page, such as Lookup.
A Lookup needs a list to draw from. Click New next to Values come from to create one, or create it first under Lookups.
Put the field on the form and the table
Section titled “Put the field on the form and the table”Saving a field adds it to the module. Then put it in front of people:
- Open Forms, then click Add all above the field list, or drag the field into a block. Click Save.
- Open Dataviews, choose Add columns on the Table tab, and pick the field. Click Save.
What did I get?
Section titled “What did I get?”The module has a new field. It shows in the Fields table with its label, system name and type. People can see it once it is on the form and in a view. Records that already exist have an empty value in it.
Check yourself
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