Project column types

Columns define what kind of data each cell in a project holds. You add columns with the + (Add a column) button at the top-right of the table, pick a type, configure its settings, then click Create.

Add a column

1. Open the project table.
2. Click the + (Add a column) button at the top-right of the table.
3. Select the column type you want from the list.
4. Configure the settings for that type (see below).
5. Click Create.

Available column types

• Text — free text. Choose single line or large text, and optionally set a character limit.
• Number — numeric values. Optionally tick Is currency and choose the currency to format the column as money.
• Checkbox — a simple ticked / unticked value.
• Time — a time value.
• Date — a single date.
• Timeline — a start date and an end date, for showing a span of time.
• Select — choose from predefined options. Optionally tick Allow multiple to let a cell hold more than one value, and tick Colour coded to assign colours to the options.
• Tree Select — like Select, but the options are arranged in a hierarchy. Give the field a label, then build the option tree using Add child (a new option beneath the selected one), Add sibling (a new option at the same level) and Add top-level option. Optionally tick Allow multiple and Allow clear.
• Dynamic tags — lets users tag records by searching existing tags or creating new ones. Give the field a label and choose a Tag scope: Circle aware (tags are created in the current circle) or Global (tags are shared across all circles). Save the field to start managing its tags.
• Record — links the row to a Contact. Choose People, Organisations or Staff. Optionally tick Allow multiple (more than one contact per cell), Display full name, and Allow creation of contacts so you can create a new contact directly from the table. Adding a contact through a Record column causes the row to appear on that contact's Projects tab.
• Project Row — links the row to a row in another project, so records in different project tables can reference one another.
• File upload — attach files to the row.
• Smart URL — store a web link.
• Custom Boundary — search and store a known boundary within your country, such as an electorate or local government area (LGA).
• Formula — calculate a value from other columns. Name the field, then in the formula box type @ to insert column references and combine them with operators (for example @Budget A + @Budget B).
• Linked Field — pull a custom field value from the row's linked contact into the column. Set the Source field to a Record column and the Target field to the contact custom field you want to display.

Formula

Formula columns compute a value automatically from other columns in the same row.

1. Add a column and choose Formula.
2. Give the field a name.
3. In the formula box, type @ to bring up a list of the table's columns and insert a column reference.
4. Combine references with operators — for example, to sum two budget columns enter @Budget A + @Budget B.
5. Click Create. The column then calculates its value for every row.

Linked Field

A linked field displays a custom field value from the contact that a row is linked to.

1. First make sure the table has a Record column that is single-select and points to either People or Organisations.
2. Add a column and choose Linked Field.
3. Set the Source field to that Record column.
4. Set the Target field to the contact custom field you want to pull through.
5. Click Create. The linked field then shows the chosen custom field value for whichever contact each row is linked to.

Linked field prerequisites

• The Record source must be single-select — it cannot allow multiple values.
• The Record source must point to People or Organisations, not both.
• If no qualifying Record column exists yet, add one first, then create the linked field.