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Add structured data with fields

Fields enable you to add structured data to notes, insights, and people so that you can find relevant past research and findings, structure and reorganize content within projects, and identify trends in analysis.

What to use fields for

Note Fields can capture information like research method, interview date, usability testing scores, segment, and Net Promoter Score. On insights, you might want to capture information like product area, key themes, confidence level, and criticality.

Project level fields

A field added to a note or insight is available across the entire project. This universality allows you to capture information consistently across research findings so that you can easily locate, reorganize, and reuse past research.

Extension level fields

If you’re on an Enterprise or Markup Team plan, you can standardize fields across projects using Extensions. This enables you to organize your research repository at scale, so research can easily be found and reused.

Create a field

To create a new field, open a note or insight from within your desired project. You’ll need to make the note or insight editable to create a new field.

  1. Click + New field.

  2. Enter a name for your field.

  3. Select a type for your field. The default type will be text.

  4. Click Create.

Update and reorder fields

If a note or insight is editable, you can update the value of a field by clicking the placeholder text to the right of the field name.

Update a field name or type by clicking on it, but be aware that changing a field's type may remove its values. You can also drag and drop fields to rearrange their display order.

Create and update field data in bulk

You can update many fields quickly by editing field properties in bulk. From any notes or insights view:

  1. Select notes or insights.

  2. Click Edit field

  3. Choose the relevant field you want to change.

  4. Update the field value.

  5. Press update.

Supported field types

We currently support the following field types:

  • Text – Any text characters, up to a maximum of 300.

  • Number – Any positive or negative integer.

  • Date – Any date in the format YYYY-MM-DD.

  • Checkbox – A toggle switch for true / false.

  • URL – Any valid website link or URL.

  • Single select – Assign one option from a list of up to 200.

  • Multi select – Assign up to 100 options from a list of up to 200.

  • People – Reference people from Backstage.

  • Email – Any valid email address.

  • Phone – Any valid phone number.

  • NPS – Any number from 0-10 on the Net Promoter Score scale.

Capture consistent data with select fields

Select fields let you standardize your research to improve analysis and discoverability by limiting your field values to a list of discrete categories.

Single select fields are limited to one selected option, while multi-select fields allow up to 100 categories for a given note, insight, or person field.

To create a list of categories to choose from, select the field, type the options you’d like to add and click Create. After adding as many as you like, click the three dots to edit the text, change the color, or delete the category. Use the drag handles to rearrange the order of the list.

Migrate other fields to select fields

It’s possible to migrate non-select fields to select fields. Doing so converts all existing values to a category, and commas will create separate categories in the list. If the number of categories exceeds 100, Markup will delete some.

Migrate select fields to text fields

Select fields can be migrated to text fields. The options for each multi-select field will be converted to a comma-separated list and select fields will be converted straight to text. This will not result in losing any data.

You can filter notes and insights by the values you’ve stored in fields in search. See this help article for information on searching in Dovetail: Search and filter data and tags.

Modify the highlights view with fields

Using fields lets you customize, organize and view your notes, highlights, and insights within views. You can:

  • Filter notes, highlights, and insights by field data to show a subset of your dataset

  • Group notes, highlights, and insights by single select, multi-select, and people fields, to show your content segmented into groups on a board layout

  • Customize the fields you want to display on notes, highlights, and insights, in a table layout, by clicking the Fields button.

Create set values for single and multi-select extension fields

You can create pre-populated values for single or multi-select extension fields for your connected project's notes and insights.

  1. Open a project that uses the extension with the multi-select field.

  2. Open a new note or insight within the project.

  3. In the field section, navigate to the single or multi-select extension field.

  4. Populate this field with the values.

  5. Once populated, these values can be deleted safely from the note or insight.

The values added to these fields will then pre-populate for future use across projects linked to the extension.

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Authors

Kai Forsyth

Revenue Operations Lead

Article info

Last updated 15 June 2022
5 min read

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