Field Sets are a tool to group Fields together to distinguish them between different departments, phases and workflows. They are really handy when you have a large number of Fields on a Category, as different people or teams can hide what isn't relevant to them on a Card.
See the following example of Field Sets being used on a Card. Each icon can be clicked to expand or contract different groups of Fields.
Here are some other examples of how Field Sets could be used:
- Episode Cards could have Field Sets for their Sponsorship, Field and Post teams
- Shoot Cards could have Story, Challenge, Production and Talent Field Sets
- Brief Cards may need a Field Set for their Integration, Activation and Creative teams
- Contestant / Contributor Cards could have a Casting, Production and an Edit Field Sets
Create a Field Set:
1. Go to Project Settings and click the "Field Sets" tab.
2. Click the + sign in the top-right.
3. The "Add New Field Set dialog" will open. Enter the following details.
Name: Enter a relevant name for the Field Set.
Icon: Select an icon from the dropdown menu to represent the Field Set.
Select Fields: All available Fields for the Project will display on the left. Click the arrow to select the Fields you want to add to the Field Set. They will move to the right-hand side.
4. Click "Add & Close".
Add your Field Set to a Card Category:
1. Click in the Card categories Cell next to your new Field Set.
2. Select any Categories from the bottom of the pop-up box. The selected Categories will move to the top.
3. Click outside of the box to close it. The Field Set has been added to the Category.
Your new Field Set will appear on all Cards of the selected Category:
Any Fields not in a Field Set will be grouped under the abacus
icon.
For more help with fields see the Fields Help Guide.