Participants - Customise columns

To begin with, we recommend that you first build your form, then build your database.

We have a feature in the back office that allows you to automatically upload your form fields to your database at the click of a button, thus avoiding transcription errors.
(See details in the title below: Raising your form fields automatically)

Customise the columns in your database

To add/modify a column in your database, click in the top right-hand corner and then on ‘Modify columns’.

When clicked, a bar on the side will appear, listing all the columns already present.

Add a column

At the very bottom of the sidebar is an ‘Add’ button for creating your new columns.

When clicked, a pop-up window opens, allowing you to choose the type of column you want:

String: free text
Number: a number to fill in
Boolean: a checkbox
Select: a single-choice drop-down menu with data that you can customise as you wish
Multiselect: a multiple-choice drop-down menu with data that you can customise as you wish
Date: a date field with a customisable display format
PhoneNumber: a telephone number field

The fields listed above are the most commonly used.
Contact your project manager if you require specific columns.

Organise the order of columns

To organise the order of your columns, you can drag and drop them using the three small bars to the left of the columns.

Modifying a column

If you want to change the header of a column, click on the relevant column.

You can then change the ‘Display name’ of your column.

Details of each column

When you click on a column in the edit schema, you will find a range of information.

Displayed name: This corresponds to the header name of your columns. You can change it at any time.
Internal name: This is the value used by your project manager to set the parameters.

Changing this item may cause settings to malfunction, so please do not change it.

3. Mandatory: Ticking this box makes the field mandatory when adding users manually, when importing or updating.

4. Use in search: Ticking this box allows the information in this column to be used when searching via the database search bar.

5. Show in exports: Tick this box to display this column by default in all your back-office exports: check-in, session registrations, etc.

Automatically fill in the fields on your form

As mentioned above, we advise you to build your form before building your database. This way, when you go into your database, a button will allow you to bring up the fields automatically, without any transcription errors.

To do this, simply follow the steps below as if you were adding a column to your database. Next to your ‘Add’ button, you will see a grey ‘X form fields’ button at the bottom left of the column menu.

You will then have a choice of the form on which you have added the fields. The fields will be added automatically at the end of your columns. It's then up to you to reorganise them to suit your needs.

Organising your database

Hide columns you don't need

You can hide the columns so that you only have the ones that interest you. To do this, click on the small eye next to the number of columns.
Green: the column is visible
Grey: the column is hidden

Pin columns

You can pin your columns so that they are always at the top of the table when you scroll to the right. To do this, click on the small eye of the number of columns, then on the pin of each column you want to pin.

Set the action buttons to suit your needs

You can customise your action buttons to suit your needs. To do this, click on the three small dots at the top right, then on ‘edit columns’.

Then click on the ‘actions’ column, which is normally in the first position in your list of columns.

Then you can select the items you need by clicking on the little arrow to open the possible options, or delete those you don't need.