Manage local data fields and custom templates

In the desktop app, you can manage data fields and custom templates for your own project.
cloudIn the full version of Companion, only data architects manage data fields and templates that can be used in all projects. If you are a data architect, go to Data architects and the design center.

Local data fields

In the desktop app, you manage the data fields for your own project in the Data Definitions dialog box. From this dialog box, you can add, edit, or delete data fields. Any data fields that you create in your project are called local data fields.

To create or edit local data fields, go to Create local data fields.

Custom templates

In the desktop app, you can create and edit custom templates. When you save a template, Companion saves it to your Personal folder.

To customize templates, go to any of the following topics:
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