Setup: reference
Data model
What an instance can record is a matter of settings, not program code. These pages describe the building blocks and what each setting does. You manage all of it under Data model in the main menu (status 9).
| Page | Contents |
|---|---|
| Fields | The properties of a field definition, changing it, deleting it |
| Field configuration | Parameters, field type defaults, per-project overrides |
| Layouts | Tiles, areas, assignment to projects |
| Virtual fields | Managing computed fields |
| System fields | Object ID and Wahl |
| Import functions | Templates that reshape cells during Excel import |
| Cleanup | The steps a value goes through before it is saved, and the run across the whole collection |
| Link types | What a link means: counterpart, maximum number, additional fields, permissions, restriction per project |
| Event rules | Filling fields automatically, number ranges, trial run |
Terms first
If the distinction between field and field type is not yet clear to you, read Why field ≠ field type ≠ data field first. Without that distinction the following pages will seem to contradict each other.
Covered elsewhere
- The parameters of each field type: Field types
- Who may see and edit fields and layouts: Permissions and login
- The procedures (creating a field, building a layout): Guides