Use Basic Field Types through 4 how-to topics, including viewing the field area, choosing a field type, changing a field type, and planning field structure before data entry.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. View the basic field area | Free |
| 2 | 2. Choose the required basic field | Free |
| 3 | 3. Change the type of an existing field | Free |
| 4 | 4. Plan field structure before building the table | Free |
How-to Guide
1. View the basic field area
Entry: Click + Add Field → open the Field Type drop-down list → find the Basic Fields area
- Click the Add Field button in the table toolbar.
- Open the Field Type drop-down menu.
- Find the Basic Fields area in the list.
- Review the available field types.
Success Criteria
- Interface result: You can see the Basic Fields area and its field type list.
- Next action: You can continue by selecting any field type to create a field.
Tips While Using
- Common mistake: If you do not open the Field Type menu, the Basic Fields area will not appear.
2. Choose the required basic field
Entry: Open the Basic Fields area → select the target field type
- Open the Add Field entry.
- Go to the Field Type drop-down list.
- In the Basic Fields area, choose the field type that matches your data.
- Finish creating the field.
Success Criteria
- Interface result: A new field is added with the selected type.
- Next action: You can start entering data that matches that field type.
Tips While Using
- Common mistake: If the field type does not match the actual data, later entry and display can become inconvenient.
3. Change the type of an existing field
Entry: Open an existing field → field settings or type change entry
- Find the field you want to adjust.
- Open the settings entry for that field.
- Select a new field type.
- Confirm the change and review existing data.
Success Criteria
- Interface result: The field type is updated to the new setting.
- Next action: You can continue entering or reviewing data in that field.
Tips While Using
- Common mistake: After a field type change, existing data may not be preserved in the same way if the formats are incompatible.
4. Plan field structure before building the table
Entry: The field design stage before table setup
- List the kinds of data you need to record.
- Match each kind of data to a suitable basic field type.
- Arrange the field structure in the order you want to use it.
- Then create fields and start entering data.
Success Criteria
- Interface result: The field structure is clearer and later entry is smoother.
- Next action: You can move on to data entry and collaboration.
Tips While Using
- Common mistake: If you skip field planning, frequent later changes can increase cleanup work.