Use Field Management through 5 how-to topics: add a field, edit an existing field, delete an existing field, reorder fields, and hide or show fields; all 5 are available without membership.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Add a Field | Free |
| 2 | 2. Edit an Existing Field | Free |
| 3 | 3. Delete an Existing Field | Free |
| 4 | 4. Reorder Fields | Free |
| 5 | 5. Hide or Show Fields | Free |
How-to Guide
1. Add a Field
Entry: Toolbar → Field Management → Add Field
- Open the smart table data sheet that you want to edit.
- Click Field Management in the toolbar.
- In the panel, click Add Field.
- Select the field type you need.
- Enter a field name.
- Click Confirm to create the field.
Success Criteria
- Interface result: The new field appears in the field list and in the data sheet.
- Next action available: You can continue entering data or adjusting field settings.
Tips While Using
- Use clear field names so the table stays easy to maintain.
- Before adding a new field, check whether an existing field already covers the same purpose.
2. Edit an Existing Field
Entry: Toolbar → Field Management → More options next to a field → Edit
- Open the smart table data sheet and click Field Management.
- Find the field that you want to change.
- Click the ... icon next to that field.
- Select Edit.
- Adjust the field settings as needed.
- Click Confirm to save the change.
Success Criteria
- Interface result: The field name or settings update to the new content.
- Next action available: You can continue maintaining other fields or return to data entry.
Tips While Using
- Before editing a field, check whether existing data may be affected.
- If the field name is shared across a team workflow, align the naming rule before changing it.
3. Delete an Existing Field
Entry: Toolbar → Field Management → More options next to a field → Delete
- Click Field Management in the toolbar.
- Find the field that you want to remove.
- Click the ... icon next to the field.
- Select Delete.
- Follow the on-screen prompt to complete the deletion.
Success Criteria
- Interface result: The target field is removed from the field list and the current data sheet.
- Next action available: You can continue cleaning up the table structure.
Tips While Using
- Confirm that the field and its data are no longer needed before deleting it.
- For important business tables, consider making a backup first.
4. Reorder Fields
Entry: Toolbar → Field Management → Drag handle in front of a field
- Open the Field Management panel.
- Find the field that you want to move.
- Hold the drag handle in front of the field.
- Drag the field to the target position.
- Release the mouse to finish reordering.
Success Criteria
- Interface result: The field order updates to the new arrangement.
- Next action available: You can continue adjusting other fields or start reviewing data.
Tips While Using
- Arrange fields by workflow order, input frequency, or review priority.
- Planning the target order first can reduce repeated dragging.
5. Hide or Show Fields
Entry: Toolbar → Field Management → Eye icon next to a field
- Click Field Management in the toolbar.
- Find the target field in the panel.
- Click the eye icon next to the field.
- Click once to hide the field, and click again to show it.
Success Criteria
- Interface result: The field becomes hidden or visible in the current data sheet.
- Next action available: You can switch the visibility of more fields for the current view.
Tips While Using
- Hiding a field affects visibility and does not delete the field.
- This is useful when you want a simpler view for presenting, entering, or reviewing data.