Use Department Fields with 3 how-to topics, all available without membership, and jump from the index to the steps you need.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a department field | Free |
| 2 | 2. Configure field settings | Free |
| 3 | 3. Fill in department information | Free |
How-to Guide
1. Create a department field
Entry: Data table toolbar → Field Management → Add field → choose Department as the field type
- In the data table, click Field Management on the toolbar, or click the + button at the end of a column.
- Enter a field name in the field settings panel.
- Open the Field Type dropdown.
- Under the Business category, select Department.
- Continue with field settings as needed.
- Click OK to finish.
Success Criteria
- Interface result: A new department field column appears in the data table.
- What you can do next: You can open field settings again or start selecting departments in cells.
Tips While Using
- Common mistake: If the field type is not changed to Department, the new field will not support department selection.
- Environment note: The organization connected to the table needs available department data.
2. Configure field settings
Entry: The settings panel while creating a department field, or right-click an existing department field header → Field Settings
- Right-click an existing department field header.
- Select Field Settings.
- Turn on Allow multiple departments if one cell should store more than one department.
- Turn on Show full department details if you want the full department path to appear.
- Turn on Auto-fill department if new records should use the current user's department automatically.
- Save the settings and return to the data table.
Success Criteria
- Interface result: The option states in field settings are updated.
- What you can do next: You can return to the table and enter or review department data with the new settings.
Tips While Using
- Common mistake: Auto-fill department affects new records after the setting is enabled.
- Environment note: Full department details and auto-fill depend on available organization structure data.
3. Fill in department information
Entry: Click a cell in the department field column
- Click a cell in the department field column.
- Browse the organization tree in the department picker panel.
- Select the target department.
- Confirm the selection so the cell shows the chosen department name.
- If Allow multiple departments is enabled, continue selecting additional departments.
Success Criteria
- Interface result: The cell shows the selected department name or multiple selected departments.
- What you can do next: You can continue filtering, grouping, or editing the record.
Tips While Using
- Common mistake: If multiple selection is not enabled, one cell keeps only one department.
- Environment note: When the organization structure changes, the selection list updates with it.