Field Editor

The Field Editor provides a full-fledged editing tool for creating or editing fields. All options for creating and editing are available on corresponding tabs, and the Fields summary page enables sorting by scope and showing or hiding fields by inactive or active status.

Creating a New Field

To create a field with the Field Editor:

  1. Click the Database icon on the top navigation bar and select Field Editor (beta). The current list of fields appears.

  2. Click New Field. The New Field popup appears, with the most commonly used configurations shown on the Details tab. 

  3. Provide the following configurations:
    • Status: Set to Active.
    • Scope Category: Select the category for the scope of the field. Each category causes a different list to appear for the Scope configuration item.
    • Scope: Select the appropriate scope for the field.
    • ID: Provide a computer-friendly (lowercase and no spaces or special characters) ID that Slate will use to identify the field.
    • Name: Provide the human-friendly name that appears in the list of fields on the summary page.

      • Note: This name should not include brackets: [ ]

    • Folder: Select a folder or select Other and enter the name of a new folder. It is highly recommended to organize your content with folders.
    • Category: Select an existing category or select Other and enter a new category for the field.
    • Field Type: Select one of the listed field types. The most commonly used types are:
      • Free Text
      • Single Value
      • Multiple Values
      • Bit
      Depending on the type selected, additional configuration fields may appear.
  4. When finished with the field configuration, click Save.
Editing an Existing Field

To edit an existing field:

  1. Click the Database icon on the top navigation bar and select Field Editor (beta). The current list of fields appears.

    Note: If desired, you can select a Scope from the list on the upper right side of the page to limit the list of fields to those matching the selected scope. Additionally, you can select a folder name to view only those fields saved in a specific folder, and you can also choose to include or exclude fields that have an inactive status.

  2. Select the desired form. The Edit Field popup appears.

     Tip

    When editing an existing form, note that the values for Scope, ID, Field Type, and Prompt are not editable. This prevents changing field information that may be referenced by other parts of the Slate instance and inadvertently corrupting your data.

  3. Modify the the configuration settings as desired.
  4. If you have administrative access, an Unlock link appears in the lower right of the popup. Clicking the link causes warning message to appear, notifying you of the risk of data corruption. 

  5. Click OK to accept the risk and edit the field properties. 
  6. When finished editing the field, click Save.
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