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Fields Panel

The Fields panel (centre column of the Design tab) shows all fields belonging to the selected section. Fields define what data contributors enter in each edition.


Adding a field

  1. Select a section from the Sections list (left column).
  2. Click + Add Field at the bottom of the Fields panel.
  3. The Field Type Selector modal opens — choose a field type.
  4. The field is added to the section and the Field Properties drawer opens to configure it.

Supported field types

CategoryField types
TextText (single line), Textarea (multi-line), Rich Text (formatted)
NumericNumber, Currency, Percent
Date/TimeDate, Datetime
ChoiceSelect (single option), Multi-select (multiple options)
BooleanToggle (yes/no), Checkbox
VisualRAG Status (Red/Amber/Green), Rating (1–5 stars)
FilesImage (single image), File (attachment)
ContactEmail, URL
ComputedComputed (expression-based calculated value — read-only)
ReferenceLookup (pulls values from another section in the same or other blueprint)

For detailed options per field type, see Blueprint Field Types.


Field list

Each field row in the Fields panel shows:

ElementDescription
⠿ Drag handleReorder fields by dragging
Type iconIcon representing the field's data type
Field nameDisplay name for the field
Data type tagShort label of the field type (e.g. "Currency", "Select")
⚙ SettingsOpen the Field Properties drawer
🗑 DeleteRemove the field

Reordering fields

Drag the ⠿ handle on the left of any field row to change its position within the section. Field order determines the column order in grid mode and the display order in form mode.


Deleting a field

Click the delete icon on the field row and confirm the prompt.

caution

Deleting a field removes it from all editions, including existing data stored in that field. This cannot be undone.


Field Properties drawer

Click the ⚙ settings icon on any field to open the Field Properties drawer (slides in from the right). The drawer updates in place as you navigate between fields without closing.

Common properties (all field types)

PropertyDescription
LabelDisplay name shown to contributors. Required.
Field keyInternal identifier (auto-generated from label, editable). Used in expressions and output bindings.
RequiredIf on, contributors cannot submit the edition without entering this field.
PlaceholderHint text shown inside the empty input (form mode only).
Default valuePre-filled value when a new edition row is created.
Helper textShort instruction shown below the field in form mode.

Type-specific properties

Field typeAdditional properties
Number / Currency / PercentMin value, Max value, Decimal places
Text / TextareaMin length, Max length, Regex pattern validation
Date / DatetimeMin date, Max date, Relative date constraints (e.g. after edition start date)
Select / Multi-selectOptions list (label + value pairs), allow "Other" input, Min/Max selections
ImageThumbnail size
FileAllowed file types, Max file size
ComputedExpression editor — reference other fields in the section or across sections
LookupSource blueprint, source section, display field, value field

Conditional visibility

Each field can be hidden or shown based on another field's value in the same section:

  1. Open the Field Properties drawer → Conditional visibility.
  2. Set Show when conditions (e.g. show this field when Status = "At Risk").
  3. Conditions use AND logic by default (all conditions must be true).

Contributors only see the field when the condition is met. Hidden field values are preserved (not deleted) when the condition toggles.


Field keys and output binding

Each field has a field key — a stable identifier used in:

  • Output Designer expressions ([sections.SectionName.fields.fieldKey])
  • Computed field formulas
  • Lookup references

The field key is auto-generated from the label when the field is first created. Rename it only before the blueprint is published — changing the key after publishing breaks output bindings referencing the old key.