Use Creator Field with 4 how-to topics, including 4 free topics and 0 membership-related topics, so you can jump to the task you need from the index.
How-to Index
| No. | Topic | Membership |
|---|---|---|
| 1 | 1. Add a creator field | Free |
| 2 | 2. View the auto-filled creator result | Free |
| 3 | 3. Filter records by creator | Free |
| 4 | 4. View more creator details | Free |
How-to Guide
1. Add a creator field
Entry: Click the + button on the right side of the header → open the field type list → select Creator
- Click the + button on the right side of the table header.
- In the field type list, select Creator.
- Enter a field name.
- Click OK to finish.
Success Criteria
- Interface result: A new creator field column appears in the table.
- What you can do next: New records can show the creator automatically in this column.
Tips While Using
- The creator field is maintained by the system, so its value cannot be edited manually after creation.
- Use a clear field name so later filtering and counting are easier.
2. View the auto-filled creator result
Entry: Open a table that already contains a creator field and check the related column
- Open a table that already includes a creator field.
- Add a new record or review an existing record.
- Check the creator field column to see the automatically displayed creator information.
Success Criteria
- Interface result: Each record shows creator information in the creator field.
- What you can do next: You can continue with filtering, grouping, or traceability tasks.
Tips While Using
- The field value is generated by the system and is not directly editable.
3. Filter records by creator
Entry: Open the filter feature → choose the creator field
- Open the target table.
- Open the filter settings.
- Select the creator field as the filter condition.
- Set the condition to include the current signed-in user or a specified member.
- Apply the filter and review the results.
Success Criteria
- Interface result: Only records that match the creator condition remain visible.
- What you can do next: You can save the view or combine this filter with other conditions.
Tips While Using
- If you want personal data separation, make sure the filter condition matches the current signed-in account.
- In collaborative scenarios, stay signed in while working.
4. View more creator details
Entry: Open the creator information details entry from the creator field
- Locate the creator field in the table.
- Open the entry for more creator information.
- Review the available details, such as department or employee ID.
Success Criteria
- Interface result: Additional identity details for the creator are visible.
- What you can do next: You can use these details for identification or management statistics.
Tips While Using
- The visible range of extended details depends on the current table and account permissions.