Manage fields in Collaboration
3 min
Fields let you manage metadata in Collaboration.
Add fields
The Fields tab in a hypothesis lets you make field type changes and add fields to templates and workflows.
Click Add field to add fields to the hypothesis.
As an admin, select your avatar > Fields.
Click Add Field and select the type of field you want.
Click Create to save the field definitions.
Apply fields to workflows
To apply fields to workflows:
- Select your avatar > Workflows, then click Edit on an existing workflow (or create one).
- Locate the Fields section in the workflow.
- You can mark fields as mandatory on task creation or task completion by clicking options.
- You can drag and drop fields into any order.
You can also preselect field values for workflows, which display for hypotheses created with the workflow.
Automate metadata
Fields coming from a brief or a campaign automatically carry over to the Fields tab. If there is a hypothesis workflow with fields defined in settings, only those fields inherit the values from the brief or campaign.