The Data Field Editor tool is available to admin users for those with a Complete TreePlotter™ INVENTORY application. With Data Field Editor you can add and edit the fields for any existing layer in your application. Use caution when utilizing this tool as changes are applied throughout the application, including past data, and cannot always be undone.
Topics covered in this tutorial:
- To access the Data Field Editor
- How to Add a field
- How to Edit a field
- How to Remove a field
- How to Edit Dropdown List/Checkbox Options
- How to Edit Field Permissions by Role
- Managing Tabs
- Data Field Editor Video Tutorial
To access the Data Field Editor:
To access the Data Field Editor navigate to Hub -> Data Tools -> Data Field Editor Choose the Layer and click Open Data Field Editor
How to Add a Field:
To add a field Open the Data Field Editor and choose the Layer you want to add the Field to.
- Click Create Field and choose the type of field you want from the Dropdown.
- A new field will be added to the bottom of the list called New Data Field.
- Click in the Name box to rename it to what you want.
- Always Click Save Changes to save any changes made in the Data Field Editor.
How to Edit a Field:
The Active checkbox will turn a field off or on. Checked is on.
Click in the Field Alias box of any field that is not greyed out to change the name of the field.
You can edit the Options if it is a Dropdown, Multi-select or Checkbox by clicking the Edit button.
Clicking Values Edit button will allow you to add options. (See How to Edit Dropdown List/Checkbox Options).
Choose which Tab the Field will be under by selecting the Tab from the Dropdown list. Click Add to add the field to multiple Tabs.
Always Click Save Changes to save any changes made in the Data Field Editor.
Use the Dot icon to drag a field up or down in the list. This will usually change the order that the field will be displayed in the Details box. There are some settings that can override this order, so if it does not change the order in Details contact TreePlotter™ support.
How to Remove a field:
The fields that are not greyed out can be unchecked in the Active column such as Status and Flowering in the example below.
- Fields cannot be deleted in the Data Field Editor but they can be set to inactive so they will not be visible in Details, Advanced Filter, Data Table, Exports and Reports.
- Some fields cannot be edited at all from the Data Field Editor.
- If the field is greyed out it is not a field that can be modified in the Data Field Editor Tree Id is an example in example below.
- The fields that are not greyed out can be unchecked in the Active column such as Status and Flowering? in the example below.
- If the field you want to remove is greyed out, contact TreePlotter support, they can usually make any modification you need to a field if you request it.
- Always click the ‘Save Changes’ button to save any changes made in the Data Field Editor.
How to Edit Dropdown List/Checkbox Options:
- When editing Options you will get a window showing the options
- You can Add new Values by pressing the Add Value button. Keep in mind that once created they cannot be removed from the front end. TreePlotter™ support has to remove them from the back end.
- You can change the order with the Order Values By dropdown.
- A Default Value can be set using the Default Value Dropdown. The default value will populate automatically in this field when a new item in that layer is added.
- If you change the Alias for a Value, all points that have that Value selected will now be set to the new name. For this reason it is not a good idea to try to change the order by changing the Alias’s that go with each Value.
- Always Click Save Changes to save any changes made in the Data Field Editor.
You can move fields to a new location in the list by clicking on the Six Dots. This typically translates to a different position in the Details form. There are things on the back end that can override this so if moving the position of the field in the Data Field Editor does not move it in the Details form contact TreePlotter™ support HERE and ask them to change the order of the fields in Details.
How to Edit Field Permissions by Role:
Access the Field Permissions by clicking on the Edit button in the Permissions column.
The All Roles section turns permissions off or on for all User.
The individual Roles (Public, User, Admin, etc.) can turn permissions that are set to on for All Roles, off for individual roles. If Overall Editable Field is unchecked then even turning it on for individual roles will not Override this value. But checking off something that is turned on in the All Roles section will turn it off for the individual role.
In Preview Popup adds the selected field to this popup.
Always click Save Changes to save any changes made in the Data Field Editor.
Managing Tabs:
New Tabs can be added from Manage Tabs. Always click Save Changes to save any changes made in the Data Field Editor. You will need to save the changes and then reload the Data Field Editor tool before you can add any fields to the new tab.
Known Limitations:
Some fields in the Data Field Editor cannot be modified. If there is a field that is greyed out contact TreePlotter support because they can usually make any modifications when you are unable to modify the field here.
The Options for a Dropdown or Checkbox or Multi-select cannot be removed, only added or edited by the user. They can however be removed by TreePlotter Support. You must first remove that option from any inventory items that are using that option, then send a message to support@planitgeo.com to ask support to remove the options.
Next Steps:
- Tutorial: Lookup Table Editor (to change some lookup values that you can’t change here)
Data Field Editor Video Tutorial:
Want a video tutorial on the Data Field Editor? Click below:
