This sectionoutlines the seven column types available in the system and provide details on the format options for the Text and Number column types.

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Setting Column Types

After typing in a column name, click “Enter” to set the column type.

Type autogenerates to a checkbox based on the column name.

You can also click the type dropdown to set the column type.

Manually selecting the column type to be a checkbox.

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Column Types

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Text

Used for general text input.

Format Details:

  • Optional: Explain how you want the column data to be formatted.

Empty column with type text.

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Number

Used for numerical data.

Format Details:

  • None: No specific formatting.
  • Number: Standard numerical format.
  • Currency: Formats the number as currency.
  • Percentage: Formats the number as a percentage.
  • Decrease Decimal: Reduces the number of decimal places.
  • Increase Decimal: Increases the number of decimal places.

Empty column with type number.

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Checkbox

Used for boolean values, allowing a check or uncheck option.

Empty column with type checkbox.

Used for URLs or hyperlinks.

Empty column with type link.

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Email

Used for email addresses.

Action:

  • Email verification: Runs verification on the email address
  • Email integration: Enables you to draft emails to the email addresses with the above button.

Empty column with type email.

Initiate an email action on the selected emails in an Email type column.

Email draft initiation button.

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Select

Allows selection from a predefined list of options.

Empty column with type select.

You can add options idividually, autogenerate them, or paste in a list of options. You can also restrict autogenerating new select options during generation or enable it. Lastly, you can re order the options which is useful for sorting.

Adding options to a select column.

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Multi-select

Allows selection of multiple options from a predefined list.

Empty column with type multi-select.

Multi-selects are similar to selects, but allow for multiple selections.

Adding options to a multi-select column.

These column types provide flexibility in how data is entered and displayed, ensuring that the data is both organized and easily accessible.