Creating Types
You are able to create Custom Types that specifically fit your data structure.
In manage mode, click on '+ New' in the left hand sidebar, and select 'Type'.
You will then be able to choose between the following options:
Objects
Documents
Work Done
Files
Scripts
Charts
Custom
Each option has different pre-set defaults according to what the type will be used for. These can be customised for each type in your organization.
Content Type
Page Content
Information that exists on a page
Script code
Script
Chart
Visualisation
File
An uploaded file, e.g. a Word Document, PDF, Excel file
None
No document or page content
Fields
Fields which will exist for this particular custom Type, for e.g. Date Created, Created By, Effective Date.
You are able to edit the field names by double clicking on the bar.
Any entities of this type that do not have this field, will show a warning. See type fields.
Review requirements, checks, and custom statuses
For both templates and instances of this type, you are able to set mandatory review requirements, checks, and status tags. Learn more about them here:
Instance settings
In addition to the above, for instances, you can choose whether:
Unique titles should be enforced across instances
Version numbers are relevant (eg. for instances representing pieces of equipment, you may not care about the version number)
Users should be able to select the active version, or if it should always be the latest
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