Columns in TeamBridge are used to describe or group data (like a column in a spreadsheet).
You can add a column in 3 different ways from an object’s workspace:
Click
Columns
on the top right, scroll down to the bottom, and selectAdd Column
Scroll to the right until you see a
+
icon in the column field and click the+
icon.Hover over an object and click
Open
. Scroll down to the bottom of the page and selectConfigure Data
. Scroll to the bottom and selectAdd Column
.
From there, you will:
Enter an appropriate Name
Choose an appropriate Column Type
Click
Create Column
Column Types
Select which Column Type to use based on what data you are trying to create.
Text - character values are entered in this field — including the alphabet, special characters and numbers. (e.g. an Address field)
Number - numerical values are entered in this field. (e.g. Social Security Number)
Single Select - allows the user to select one value into this field. These values can be determined by the user. (e.g. City)
Multi Select - allows the user to select multiple values into this field. These values can be determined by the user. (e.g. Skills)
File - allows the user to upload a field into the field. (e.g. uploading a PDF of a resume)
Date - date and time can be tracked in this field. (e.g. birth date - Month / Date / Year)
Signature - allows the user to enter signatures. (e.g. user’s signature to sign off on shifts)
Currency (formerly Pay) - dollar values are entered into this field (e.g. $200.00) to set an hourly or fixed pay for an individual, role, or location.
Button - displays as a button which can be used for automations. (e.g. click here to push out a notification regarding a shift)
Link to Object - link to another object within the system. (e.g. the column ‘supervisors’ can be linked back to the ‘users’ object)
Note: objects are considered as tables/databases within the system. For example, ‘users’ are an object, ‘roles’ are an object etc.
Link to Column (Schema) - link to another column within the system. (e.g. if the location object has a state column and the user object wants to link to the state column, the user object can link to the state column)
Link to Schema can only be used for columns that are “Single Select” column type or “Multi-Select” column type.
Formula - take a number column type within the object and apply a formula. (e.g. mileage (number column) multiplied by 0.60 which calculates the mileage pay)
Note: this field can display the appropriate formula calculation but it does not populate the information in a report.
Have feedback on TeamBridge, want to request a new feature, or spotted a bug? Let us know on our Canny!