Add a Data Field

To add a data field to a component

  • Open the Component.
  • Click on the Data Fields tab.
  • Click Add New (found at the bottom of the page)
  • Enter the following details:

Field Property

Input Details

Name

Data Field Name. This is a required field.

When naming fields, the following rules apply:

  • You cannot use any of these characters in a field name:
    " \ * | ' & ( ) . ; : [ ].
  • You cannot use reserved names in SQL or ORACLE.
  • Duplicate names within the same component are not allowed.

Description

Data Field Description

Mark for Deletion (Will be deleted on next publish)

If you want to delete an obsolete field, tick this box. The field will be removed with the next publish process.

The field needs to be removed from all configuration before trying to delete it (e.g., Forms, List Views, validations, form actions etc.)

Field Type

Select the data field type from the dropdown list. Depending on the field type chosen, the details required will change. Refer to Data Field Types and Properties.

Note: A field type cannot be changed once it has been selected.

Is Required?

Ignore

Exclude from BI Cubes

Tick this option to exclude the field from the BI Cubes.

The field will continue to be included in the datawarehouse for all other reports.

BI Name

Name of the field used in BI reporting.

Note: when BI reporting is enabled for the component, this field is auto-populated for new fields when the record is saved, using these rules:

  • Name will be all lower case
  • Blanks will be substituted with '_', for example to: a_new_text_field

Expand Date Attribute in BI Reporting Views

Only available for Date fields:

To enable deeper analysis of date fields - for example using tools like PowerBI - date fields which have this flag set will be represented in the datawarehouse reporting views in multiple additional columns:

  • Year (e.g.: 2020)
  • Month abbreviated (e.g.: Aug)
  • Month_Number (e.g.: 08)
  • Day (e.g.: 6)
  • Year/Month (e.g.: 2020-08)

Internal ID

System generated identifier.

  • Repeat above steps as often as required.
  • Save.

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  • If the incorrect field type is selected, the field must be deleted. The type cannot be changed once created.
  • The items on the tab vary according to the field type selected. All fields have some standard properties, in addition to field type specific ones (See Field Properties for a full list of properties for different field types.)

The next steps

See Also

Component Data Fields

Data Field Types and Properties

Edit a Field

Delete a Field

Add Parent-Child Lookup Fields

Setup automatic Google Translation

Add Natural Language Processing (Word Cloud)

Component Relationships

BI Configuration

Rest API

Location Aware

Visualization