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Add structured data to notes and insights with fields

Capture information related to your notes and insights, like customer name, age or segment.

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.

Creating 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.

Updating, editing and reordering 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:

Type Description
Boolean Any boolean value, with 1, t, true, y, and yes considered true and everything else considered 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.

Filter your results in search

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 Settings.
  2. Click Extensions.
  3. Click the Settings for the extension you wish to manage, or create a new extension.
  4. Then, click Data fields or Insight fields.
  5. Click + New field.
  6. Enter a name for your field.
  7. Select a type for your field. The default type will be text.
  8. Click Create.

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

2 minute read
Updated 20 Apr 2020

Authors

Kai Forsyth

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