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Updated October 21, 20192 minute read

Add structured data to notes with fields

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

In this article

Fields enable you to add structured data on your notes. 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, it will be available in all the notes in that project, allowing you to consistently capture information across your customer interviews, survey responses, or usability testing notes.

Creating a field

To create a new field, open a note from within your desired project. You’ll need make the note 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 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 across your notes.

Supported field types

We currently support the following field types:

Type Description
Date Any date in the format YYYY-MM-DD.
Email Any valid email address.
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.
NPS Any number from 0-10 on the Net Promoter Score scale.

You can filter notes 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 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.

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