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Managing Fields

This article describes how to create and edit fields.

Updated over 8 months ago

The Tripgrid platform allows users to define the structure of different travel data types via custom fields.

In addition to defining the structure of these individual data types, users can configure different tag groups to create relationships between various kinds of travel data.

User Requirements: The authenticated user must be an administrator of your workspace to take the actions listed below.

Open Field Editor

After signing into the Tripgrid workspace as an administrator, click the settings button on the left sidebar to open the settings page.

Scroll to the "Travel Data Fields" section and select the travel data type you want to change.

Adding a New Field

After opening the field editor for a specific data type, click the "+ New Field" button on the top right

Enter the name and select the type. If applicable, add additional values and click "Save" to update the field list. The list should now be updated with the new field.

Editing an Existing Field

To edit an existing field, click the dropdown input containing the field type. You can change the name or type. To commit the change, click "Save".

Reordering Fields

The vertical field list placement dictates the order in which the field will appear in the dashboard and grid view table columns.

To change the order, click and hold the drag icon on the left side of the field container and release it to the desired location in the list.

Hiding Fields

Hiding a field removes it from the columns list for the tables that show data of that type. To hide a column, click the blue eye icon.

To unhide, click the icon once more. The blue eye icon means the field is currently visible, and the red eye icon with a strikethrough implies the field is hidden.

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