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Database - Quick Guide

Last Updated: Sep 05, 2019 11:04AM EDT
You can convert columns and individual cells into different types for displaying and storing information. If you converted a whole column, the type it was converted to will be displayed every time a new line is created in that column.

For example, you can create your own task tracker, product accounting system, project manager, or mini CRM system.
To convert a column, click on the menu arrow and select Column type:
If you want to convert only a single cell, right-click on it and select Cell type:

Important! If the column has already been converted, you cannot convert the cells from that column to a different type.

Columns and cells can be converted to the following types:


Multi type
 
This is a default column. It can contain both text and numbers; you can also convert individual cells to other types in this column.
 
Text
 
You can enter different kinds of text information in the column cells.





Numbers

 
You can enter data in the form of numbers in the column cells. These can include integers, decimals, or percentiles. You can change the format in the column or cell settings.



Currency
 
You can enter numbers with a currency symbol next to them. The dollar sign is set by default, but you can set the desired currency in the column or cell settings. There, you can also choose where to display the currency symbol - before or after the number.



Single select
 
A single selection is perfect if you want a single parameter or option from the preset list. When editing a cell, an auto-complete menu will be suggested. You can pick the needed option from the drop-down menu or create a new one. To create a new one, just type its name and press Enter.You can also assign a color for each option. The options you do not need can be deleted.

Multiple select
 
What makes multiple selection different from single selection is that a few options can be displayed in a single cell. You just need to select the needed options from the list (or enter new ones) and press Enter to confirm.

Progress bar
 
The progress bar provides a special scale for marking progress (for example, when completing a task). You can mark progress using a 0 - 100% scale. By default, the bottom is set at 0%, but you can change it in the column or cell settings.



Collaborator
 
In this cell, you can select one or more project participants from the list. You can mark a team member responsible for completing a certain task.


 
Date and time
 
In this cell, you can specify the desired date and time, as well as easily edit it if necessary. You can set the date using the calendar. The date format can be chosen in the column settings.

If you need to set the time as well, please enable the needed option. You can select your preferred time format (e.g. 12h or 24h).




Use the GMT option if you need all team members to have the same time, even if they might be in different time zones.

Rating
 
This cell is for rating certain actions or objects. By default, you can rate between 1 and 5, but this can be changed to 1 and 10 in the cell /column settings. You can also change the rating appearance, specifically the heart symbols.



Link
 
These cells are for quickly adding links. To do that, click inside the cell, and in the form that appears, enter the link and text (if needed). If you need to access the link, click on it and press Open. To change the link, click on it and press Change. You can also delete the link right away.

Mentions
 
These cells are for quickly selecting and mentioning:
  • other participants of the project (in this case the participant will receive a notification);
  • another note;
  • a folder;
  • a workspace;
 
To go to another note, folder, or project, you need to click inside the cell and press Open. There you can also change the cell.



Attachments
 
These cells are for adding files and images. You can add multiple files to a single cell. To add a file, click on the cell and press Upload, then select the needed files and wait for the upload to complete (you can stop the upload by clicking on X).


 
To open or download a file, click inside the cell, then click on the required file.



If you want to rename or delete a file, click on the file menu and select desired option.



What does Reset cells to default mean when choosing column type?

If you change cell type in a column, to avoid conflicts between a single cell and a column, changing the column type comes with a limit. You first need to reset all converted cells and only then convert the column.





How to sort columns in database?

You can find more information here - https://everhelper.desk.com/customer/portal/articles/2980172-how-to-sort-columns-in-table-?b_id=11251

Can I create multiple lines in a text cell?
 
Yes, use Shift + Enter to create a new line. 

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