First things first

An overview of projectsHow to use the project readme Take notes and upload dataTranscribe video and audioFormat your notes and transcriptsFormatting and keyboard shortcutsAdd structured data with fields
What to use fields forCreate a fieldUpdate and reorder fieldsSupported field typesCapture consistent data with select fieldsMigrate other fields to select fieldsFilter by field values in searchModify the highlights view with fieldsShare fields across projects with extensions
Manage participants with peopleHelpful resourcesDovetail glossary
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Help homeThe basicsFirst things first

Add structured data with fields

Fields enable you to add structured data on your notes and insights. With fields, you can define attributes like your customer’s name, age, segment, company, and even their Net Promoter Score.

When you add a field to a note or insight, it will be available in all the notes and insights in that project, allowing you to consistently capture information across your research findings, customer interviews, survey responses, or usability testing notes.

What to use fields for

Fields are very flexible, however most of our customers use fields on notes and insights to capture demographic information (like participant name, age, location), contact details (like email address or phone number), and metadata (like interview date or persona type).

Create a field

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

A field’s name can be updated by clicking on it. The type of a field can be changed, however be aware that the values stored in that field may be removed if the field type is changed.

You can also drag and drop each field to rearrange their display order.

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, up to a maximum of 200.

  • Multi select – Assign many options from a list, up to a maximum of 200.

  • People – Reference people from the people table.

  • 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

Assigning consistent data to your notes, insights and people is a great way to standardize your research to improve analysis and discoverability. Select fields allow you to define a list of options that all of your teammates can use. These are helpful when you have commonly used demographics such as persona, or for features of your product. Single select fields are limited to one selected option, while multi select allow for up to 100 options to be selected.

Select fields added to a note.
Select fields added to a note.

To create a list of options to choose from, select the field and type the options you'd like to add to the list and create them by clicking Create. You can enter as many options as you'd like directly from the field input. When viewing the list, click the three dots to edit the text, change the color or delete the option. Use the drag handles to rearrange the order of the list.

Migrate other fields to select fields

Existing field types can be migrated to select fields. If you change any existing field type to a select field, every entered option will automatically be created as an option. Commas in any existing text fields will be used to create separate options in the list.

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

Within the Highlights view, fields from your notes will be displayed as columns. You can reorder and toggle the visibility of these fields by clicking Fields.

Share fields across projects with extensions

Extensions can be used to create global / universal fields that span many projects.

To create fields within an extension:

  1. Click your profile photo in the top right of the screen.

  2. Click Settings.

  3. Click Extensions.

  4. Open the extension you wish to manage, or create a new extension.

  5. Click Fields.

  6. Then, click Data fields or Insight fields.

  7. Click + New field.

  8. Enter a name for your field.

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

  10. Click Create.

Changes you make fields in an extension will be reflected immediately in all linked projects.

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Authors

Kai Forsyth

Revenue Operations Lead

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Last updated 14 September 2021
4 min read

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