Use Creator Field with 3 how-to topics, all available without membership, and jump to the task you need from the index below.
How-to Index
| No. | Topic | Membership |
|---|---|---|
| 1 | 1. Add a Creator Field | Free |
| 2 | 2. Check automatic creator records | Free |
| 3 | 3. Filter or group records by creator | Free |
How-to Guide
1. Add a Creator Field
Entry: Click the + button on the right side of the header → open the field type list → select Creator
- Open the smart table.
- Click the + button on the right side of the header.
- Select Creator in the field type list.
- Enter a field name.
- Click Confirm to finish.
Success Criteria
- A new Creator Field column appears in the table.
- You can continue adding records and checking the column values.
Tips While Using
- The Creator Field is filled by the system and cannot be edited manually.
- Even admins cannot directly change recorded creator information.
2. Check automatic creator records
Entry: View the Creator Field column in a table where the field has already been added
- Add a new record or open an existing record in the table.
- Locate the Creator Field column.
- Check the creator information shown for each record.
Success Criteria
- Each record shows its corresponding creator in the Creator Field.
- You can continue to filter or group records by this field.
Tips While Using
- The value is recorded by the system and cannot be overwritten in the cell.
- Even if the field is not displayed, the system can still retain creator information.
3. Filter or group records by creator
Entry: Open the table filter or grouping feature → choose the Creator Field
- Open a table that includes the Creator Field.
- Open the filter or grouping feature.
- Choose Creator Field as the condition.
- View records for the current signed-in user or a selected member.
Success Criteria
- The table displays or groups records by creator.
- You can review personal data or count records by member.
Tips While Using
- Using a condition such as creator contains the current signed-in user helps show personal records first.
- You can combine grouping with creator information to review workload by person.