Types of column

Types of Columns

Single Line Text. The most basic type of column. The only extra field of information available is the
Max. characters
setting.
Multiple Line Text. This creates a textbox with line wrapping, allowing multiple lines of text to be entered. You can
Allow rich HTML text
which enables a text editor for basic text formatting.
Choice. A choice field allows the user to pick from a selection of pre-defined options. The options can be defined with coloured text and images. A Score column is a variation on a Choice column.
Number. Number fields can be used to indicate values, and in Calculation formula. Options allow you to add currency symbols or thousand separators. If a default value is entered, it must be a number.
Date and Time. The user can use a date picker to choose a date, including
Today's date
.
User Lookup. The user lookup column type is used to select an individual user from different groups of users in the system. For example, if an item in an iSheet is assigned to someone, that person can be selected from a list of agents in a lookup column.
Hyperlink. The hyperlink column type allows a user to enter both a link and the display text for the link.
Image. The image column type allows a user to add an image to an iSheet, which will be displayed and can be downloaded. All standard image file types are supported.
Attachment. The attachment column allows users to add individual attachments to an iSheet: Any file type can be uploaded, with no size limitation. Multiple files can be uploaded in each attachment column.
File Link and Folder Link. These column types are similar to each other. They allow a user to reference any document(s) or folder(s) in the Documents module of the same site. Multiple documents and folders can be referenced in the same column. Each reference provides a pointer to the document or folder for easy access.
iSheet link. The iSheet link column allows users to create links to one or more records from other iSheets.
Lookup. A lookup column allows a user to select data from another iSheet and display that data in the current iSheet. For example, create a list of countries and related information in one iSheet, then reference that data in one or more other iSheets to include the country data. The country information is viewable in those other iSheets. This allows a user to manually select one or more items from another iSheet and associate them with an item in the primary iSheet. For example, if the injected iSheet contains a list of the firm’s clients and the primary iSheet tracks events, then for each event it is possible to select one or more clients from the injected iSheet who have been invited to the event.
Join. The Join column sources data from another iSheet into the current iSheet. The basic idea is to automatically select one or more items from the joined iSheet and associate those with the primary iSheet item by joining on common data elements. For example, if the joined iSheet contains a list of every case the firm has ever worked on, including the judge for each case and the type of case, and the primary iSheet tracks information on new cases, including the judge in the new case, then the two iSheets can be joined on the judge column.
note
Lookup
and
Join
columns are similar in purpose but different in practice. Below is a list of the key differences between the two column types and suggestions for when it is more appropriate to use one column type over the other. If there is a need to create an iSheet that will be referenced as a join or injection, but the joined/injected iSheet should not be visible on its own, a best practice is to hide that iSheet by unchecking the Display i-sheet setting. The iSheet will no longer be listed. The alternative is to use permissions on the joined/injected iSheet, but that also limits who can view the contents of that iSheet when it is used for a join or injection.
Joined iSheets typically do not act as static reference data but contain dynamic data, whereas a Lookup iSheet often contains reference data (like a list of states).
Calculation. The calculation column type allows for the creation of numeric calculations based on any
number
or
score
columns in the iSheet (i.e., not lookup or joined numeric data). A calculation may include: one or more number or score columns in the same row of data, numeric constants and mathematical operators. Available number or score columns are listed in a table, along with a shorthand name (the Operand) for use in the formula field.
note
Additional tools are available for calculation or display: use
Today's date
in calculations to set schedules, ignore weekends when setting schedules, define the number format (set the thousands separator and unit symbol as a currency or percentage).
Please note that 'today's date' is only available in calculation columns, not data visualisation or workflow.
Auto Increment. The auto-increment column type provides a unique integer for every record in an iSheet, starting from 1 (or any number you choose in the
Start value
field) and incrementing by 1. If an auto-increment column is added after rows have been inserted into the iSheet, every row still has a correct and unique number.
Score. A score column is similar to a choice column, but stores numerical values which may be manipulated and displayed in calculation columns.
Relational Sync. A Relational Sync column allows an iSheet to pull data from other iSheets on your instance, and then seamlessly use that data. This data is pulled from the source iSheet and updates when the iSheet is refreshed.
note
Relational Sync columns are only available with the modernized iSheets UI. Please click here to check if 'Enable modernized iSheet = TRUE'. If it is FALSE, please contact your system admin.