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 typesFilter by field values in searchModify the highlights view with fieldsShare fields across projects with extensions
Manage participants with peopleHelpful resources
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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:

  • Checkbox – A toggle switch for true / false.

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

  • Email – Any valid email address.

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

  • Number – Any positive or negative integer.

  • Phone – Any valid phone number.

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

  • URL – Any valid website link or URL.

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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Kai Forsyth

Revenue Operations Lead

Article info

Last updated 17 June 2021
3 min read

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