There are three formats of details classified as "special details" that deserve a closer look:

 

List

Description: users will only be able to choose from a list of pre-defined options

When to use this format?

This will allow you to standardize the answers in order to be able to easily filter the items in a datasheet to display only the ones with a particular value. In the picture below, you can see an example of this type of detail format - "Applying for a position of":

How to create an item detail of type list?

Step 1. Open any item in the datasheet, scroll down until you see the blue plus for creating new item details

Step 2. Type the title for your new item detail

Step 3. As to format, select first "special", then "list"

Step 4. Continue by saving

Step 5. After saving, a new button will appear in the same dialog box which says "new" and will allow you to create the options one by one.

Step 6. Start creating the first option by typing the text

Step 7. Note: only choose an icon for your option if you suppose that it will be useful for the users to filter only the items for which this option has been selected. There will be an automatically created quick access filter for all options of item details of type "list" with icon. Don't allow the list of your quick access filters to become too long.

Step 8.Save your first option of this item detail

Step 9. Carry on adding as many options as you need

 

Table

Description: classic table with columns defined as item details by administrator. Each of the columns can have a different format. Data entered by users (displayed in rows) can be filtered or sorted. It is possible to create tasks and watchdogs for each individual row.

When to use tables?

Item detail of type "table" is used e.g. for list of activities or projects, timesheets, sickness and holiday record keeping, etc.

How does it work?

Columns are defined by administrator. Each of the columns can have a different format (text, data, number, etc.). Users who have the editing right for a datasheet, fill the table with data which means that they create rows.

Examples of different column formats (shown in the form for adding / editing a row):

How to create a table?

Step 1. Open any item in the datasheet, scroll down until you see the blue plus for creating new item details

Step 2. Type the title of your new table

Step 3. As to format, select first "special", then "table". Then, you can choose whether you would like to have a regular table ("standard") or you would like to use it as a basis for "timeline" (you will also be able to switch from "standard" to "timline" and vice versa at any time later)

Step 4. Continue by saving

Step 5. After saving, a new button will appear in the same dialog box which says "new column" that will allow you to create columns one by one.

Step 6. Start creating the first column by typing your text

Step 7.choose your desired format

Step 8. Save your first column

Step 9. Carry on adding as many columns as you need and edit the existing ones

 

Connection

Description: by filling the item detail of type "connection", a connection to (and from) another datasheet is automatically made. This link is visible from both interlinked items (in the "Connections" tab) and can be more closely specified (specification will appear above the arrow in the "Connections" tab).

When to use this format?

For example, you can link projects ("Projects" datasheet) directly to employees who work on them ("Employees" datasheet), contact persons ("Contacts" datasheet) to copanies they work for ("Companies" datasheet), or passwords ("Passwords" datasheet) to employees who have been given the access ("Employee" datasheet).

How does it work in practice?

In the picture below, you can see two item details of type "connection" - "Project manager" and "Team member". By adding a new value to these item details, a connection is automatically created. In the first case, for example, this connection leads to the item in "Projects" datasheet named "BMW cars 896":

The connections created in this way are of course visible from the "Connections" tab of both interlinked items - Lucy James

and, for instance, BMW cars 896:

How can a connection be specified?

The specification of a connection displayed right above the blue arrow comes from the title of the item detail of type "connection". For example, in the picture above, the highlighted connection was created based on the "Team member" item detail.

How to create an item detail of type connection?

Step 1. Open any item in the datasheet, scroll down until you see the blue plus for creating new item details

Step 2. Type the title for your new item detail

Step 3. As to format, select first "special", then "relationship" / "connection"

Step 4. Open "more settings"

Step 5. Move the datasheets from the left to the right part of the screen using the arrows in the middle so that only the relevant datasheets for the item detail stay on the left side. This is to say that the users will be able to select items only from the datasheets left on the left side. You can add more datasheets by moving them from the right to the left at any time later on (editing).

Step 6. Save the new detail.

 

Multi list

This detail combines list and check box functions. User can select multiple checkboxes.