Custom Field Folders help to efficiently organise and manage your custom fields within templates.
To create custom field folders, follow these steps:
1. Navigate to the Dashboard and select Templates from the menu.
💡 For a full guide on creating templates, please refer to this article: How to Use Templates & Fields in Trendspek.
2. Add and Name a Tab (Folder)
Once your template is created, click Add Tabs to create a new folder. Be sure to name your tab appropriately to reflect its content or purpose. This is where you will organise your custom fields.
3. Add Custom Fields to the Tabs
After creating a tab, click Add New Field to add your custom fields to that folder. You can organise multiple fields within each tab/folder based on their function or type.
💡Note: You must drag the custom field under the folder/tab to ensure it is properly organised within the tab.
4. Create Multiple Tabs/Folders
You can create multiple tabs/folders within a single template to further organise your custom fields. This helps in managing larger sets of data efficiently.
5. Remove a Tab (Folder) if Necessary
If you need to remove a tab/folder due to an error or change in organisation, you can easily delete it. Simply select the tab you wish to remove and click the Delete option to make adjustments to your template.
Using the Template in an Annotation
Once your template is set up with custom folders and fields, it will appear neatly organised when creating a new annotation.
