Manage fields in Collaboration

  • Updated

Fields let you manage metadata in Collaboration.

Add fields

The Fields tab in a hypothesis lets you make field type changes and add fields to templates and workflows.

Click Add field to add fields to the hypothesis.

As an admin, select your avatar > Fields.

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Click Add Field and select the type of field you want.

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Click Create to save the field definitions.

Apply fields to workflows

To apply fields to workflows:

  1. Select your avatar > Workflows, then click Edit on an existing workflow (or create one).
  2. Locate the Fields section in the workflow.
    Field-tab-5.png
  3. You can mark fields as mandatory on task creation or task completion by clicking options.
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  4. You can drag and drop fields into any order.

You can also preselect field values for workflows, which display for hypotheses created with the workflow.

Automate metadata

Fields coming from a brief or a campaign automatically carry over to the Fields tab. If there is a hypothesis workflow with fields defined in settings, only those fields inherit the values from the brief or campaign.