This how-to guide includes 5 topics for Basic Fields on iOS, and all 5 are available without membership.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the field type entry | Free |
| 2 | 2. Add a text or number field | Free |
| 3 | 3. Add option-based fields | Free |
| 4 | 4. Add date, time, and collaboration fields | Free |
| 5 | 5. Change a field type and save it | Free |
How-to Guide
1. Open the field type entry
Entry path: Table view → Tap a header → Edit → Field Type
- Open the multi-dimensional table.
- Tap the header you want to edit.
- In the floating toolbar, tap Edit.
- Tap Field Type to open the field type list.
Success Criteria
- Interface result: The field type selection screen opens.
- Next action available: You can continue to choose a basic field type.
Tips While Using
- Common mistake: If the header is not selected first, the field editing entry does not appear.
- Environment note: You need edit permission for the current table.
2. Add a text or number field
Entry path: Field Type → Text / Number
- Open Field Type.
- Select Text or Number.
- Adjust the field properties as needed.
- Save the setting.
Success Criteria
- Interface result: The header shows the new field type.
- Next action available: You can enter text or numeric values in that column.
Tips While Using
- Common mistake: If a number field is used for text-only IDs, later input formatting may not match your needs.
3. Add option-based fields
Entry path: Field Type → Single-select / Multi-select
- Open the Field Type list.
- Select Single-select or Multi-select.
- Set the preset options for your workflow.
- Save the field setting.
Success Criteria
- Interface result: The column can use preset options.
- Next action available: A record can store one or more preset values.
Tips While Using
- Common mistake: Choosing single-select instead of multi-select, or the reverse, changes how later records can be entered.
4. Add date, time, and collaboration fields
Entry path: Field Type → Date / Time / Contact / Rich Text / Image and Attachment
- Open the Field Type list.
- Select Date, Time, Contact, Rich Text, or Image and Attachment.
- Adjust the field properties as needed.
- Save the field and return to the table.
Success Criteria
- Interface result: The column switches to the selected field type.
- Next action available: You can enter date or time values, select contacts, or upload images and attachments.
Tips While Using
- Common mistake: Contact or attachment actions may feel less smooth when the network is unstable.
- Environment note: A network connection is recommended for contact and attachment actions.
5. Change a field type and save it
Entry path: Tap a header → Edit → Field Type
- Tap the header of an existing field.
- Tap Edit.
- Open Field Type again.
- Select a new basic field type.
- Adjust the field properties and save.
Success Criteria
- Interface result: The field type is updated.
- Next action available: Later records can continue under the new field type.
Tips While Using
- Common mistake: If you do not review existing data before changing the field type, the display format may change.