Use Basic Field Types with 3 how-to topics, all available without membership; start from the How-to Index to quickly find each task.
How-to Index
| # | Topic | Membership |
|---|---|---|
| 1 | 1. Open the basic field area | Free |
| 2 | 2. Choose and add a basic field | Free |
| 3 | 3. Check compatibility before changing a field type | Free |
How-to Guide
1. Open the basic field area
Entry point: Click + to add a field → open the Field Type dropdown list → view the Basic Field area
- In the table toolbar, click Add Field.
- Open the Field Type dropdown menu.
- Find the Basic Field area in the field type list.
Success Criteria
- UI state: You can see the basic field category area.
- Next actions: You can continue to choose text, number, date, and other field types.
Tips While Using
- Common mistakes: If the table is not open first, the Add Field entry may not appear.
- Environment limits: You need permission to edit the current DBSheet table.
2. Choose and add a basic field
Entry point: Basic Field area → choose the field type you need
- Browse the available field types in the Basic Field area.
- Choose a field type based on your data, such as text, number, single select, or date.
- Click the target field type to add it.
Success Criteria
- UI state: A new field column appears in the table.
- Next actions: You can enter matching data into the new field.
Tips While Using
- Common mistakes: Mixing up single-select and multi-select may affect later data entry.
- Environment limits: For contacts and attachments in collaborative work, keeping the network available is recommended.
3. Check compatibility before changing a field type
Entry point: Existing field settings → change the field type
- Open the settings for an existing field.
- Select the option to change the field type.
- Before confirming, check whether the existing data is compatible with the new type.
- After the change, review the data in the field.
Success Criteria
- UI state: The field type has been updated.
- Next actions: You can continue editing the field.
- No side effects: Existing data does not show unexpected format changes.
Tips While Using
- Common mistakes: Changing directly to an incompatible type may cause partial data loss or abnormal display.
- Environment limits: Plan your field structure in advance to reduce frequent changes.