Columns are fields that structure your table and allow you to enter information relevant to your business.
Each column allows you to create a special field that determines the type of information you can insert, such as text, date, URL, formula, attachments, etc...
By selecting the right field types, you can create a database tailored to your unique needs!
Create a new column
1. Click on the column option
2. Insert to the right or left of the initial column
3. Choose the type of column and name it
4. Configure the column options
Each type of column has a specific configuration linked to its type. However, there are some options common to all types of columns, the advanced options.
By entering a description here, your teams will benefit from a tooltip on the table and on the detailed view in order to explain the need, the entry mode or any other indication beneficial to the correct entry of the data.
The loss of information is a risk for every company. This option allows you to force data entry by preventing the detailed view from being saved until the field is filled in.
Structure and organize your data according to a workflow. Group your data under the same group to facilitate reading and data entry in detailed view.
Need to automate some tasks? Use this option if you want to use Excel automation by inserting sync codes in input or output.
Once your column is created, this field will take as code the first title given to the column and will then be non-editable.
It will be your main ally when you need to create export templates for your autodocs.
A field code is unique on a table, if you have 2 columns with the same title at creation, don't worry, an automatic numbering will make the field code unique.
Part of the unique key*
Sometimes it can be useful to block the generation of duplicates.
By checking this box, it will be impossible to create another record with an identical value in this column. You can check this option on several columns to create a single consolidated key.
On your CRM, by checking this option on "Email" for example, you make sure not to create the same contact twice.
On your invoices, by checking "Date" and "Invoiced entity", you make sure you don't invoice the same customer twice on the same date.
* : some column types do not have these options