Use Business Field with 4 how-to topics; all 4 are available without membership, and you can start from the How-to Index and follow the entry path and steps for each task.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Add a business field | Free |
| 2 | 2. Choose a field type | Free |
| 3 | 3. Configure field properties and save | Free |
| 4 | 4. Use different business fields by scenario | Free |
How-to Guide
1. Add a business field
Entry path: Table view → Tap a column header → Edit → Field Type
- Open the multidimensional table.
- Tap the column header you want to configure.
- In the floating toolbar, tap Edit.
- Tap Field Type to start choosing a business field.
Success Criteria
- You have opened the field type selection area.
- The current column can continue to be changed to a business field type.
Tips While Using
- Make sure the table is editable before you start.
- It is helpful to confirm that the current column should be changed to a business field before continuing.
2. Choose a field type
Entry path: Field Type
- Review the available business field types in the list.
- Choose the type that matches your data.
- Common options include currency, progress, rating, percentage, hyperlink, email, checkbox, and barcode.
Success Criteria
- The target business field type is selected.
- The selected type matches the intended business data.
Tips While Using
- Currency fields are suitable for amount data.
- Percentage fields are suitable for completion rates and conversion rates.
- Barcode fields are suitable for item codes and asset labels.
3. Configure field properties and save
Entry path: Field editing panel
- After choosing a business field type, open the field property settings.
- Adjust the field properties as needed.
- Confirm the settings and save them.
Success Criteria
- The field properties have been saved.
- The table shows the updated business field effect.
Tips While Using
- After you change a field type, the display of existing data may also change.
- Check the field properties again before saving.
4. Use different business fields by scenario
Entry path: Field Type and field properties
- Use a currency field for amount data.
- Use a progress field or percentage field for task completion rates.
- Use a hyperlink field for web pages or document addresses.
- Use an email field for contact addresses.
- Use a checkbox field for status marking.
- Use a barcode field for code identification and scanning.
Success Criteria
- Different kinds of data are matched with suitable business field types.
- Information in the table is clearer and easier to maintain.
Tips While Using
- Choose field types based on display needs and later maintenance efficiency.
- Some field types are more suitable for specific business scenarios.