Engage comes with many predefined data fields and categories. However, you can create your own. When you create a custom data field, you add it to one of the following categories.
Managed data for projects refers to sensitive project data, such as financial or savings data, that is critical to accurate dashboard reporting. To protect this sensitive data, it is stored and controlled externally by users with elevated permissions. Therefore, it must be imported into Engage as a CSV file. After the managed data is imported, you can include it in dashboard reports. Because managed data is read-only, users cannot edit the values. This eliminates manual re-entry and user error and increases the integrity of your dashboard reports.
Single-Value Category | Data Table | Managed Data for Projects | |
---|---|---|---|
Specific to a single project | Yes | Yes | Yes |
Stores only one user-entered value | Yes | No | No |
Stores rows of user-entered values | No | Yes | Yes |
Imported from external applications | No | No | Yes |
Locked for editing | No* | No* | Yes |
*Contains some predefined read-only data fields.
Usually, users enter data about their projects through form controls, such as text boxes, drop-down lists, or data pickers. In forms, some data is connected and some is unconnected. When a user enters a value in a form control that is connected to a data field, the value is stored in the project and can be shared. When a user enters a value in a form control that is not connected to a data field, the value is stored in the form and cannot be shared.
For example, Project Name is a connected data field. If a user enters a project name in one form, the project name is updated in all forms that contain the Project Name data field. Additionally, if a user deletes a form that contains Project Name, the project's name is still available in other forms because its value is stored in the project, not in the form. By contrast, Prepared Date is an unconnected data field. In this case, the date a form is prepared is only relevant to the form, not the entire project. Therefore, if a user deletes a form that contains an unconnected data field, such as Prepared Date, the user-entered value is deleted, too.
If you connect a form control to a data field, the value a user enters in the connected data field is shared across forms within the project and updated automatically when the value changes.
For information about how to connect data fields, that belong to a single-value data category, go to Insert form controls.
For information about how to connect data fields that belong to data tables, go to Insert data-entry tables.
You must connect data to summarize it in the dashboard.
If you do not connect a form control to a data field, the values a user enters in the form control is only stored on the form—it is not available on other forms or in the dashboard.
To ensure accurate dashboard reports, global data fields are recommended.
Local data fields are specific to the project that they are created in. If you have permission to edit a project, then you can create and edit local data fields, but you cannot share local data fields in other projects or in dashboard reports.
Global data fields are used to collect the key metrics your company wants to summarize in dashboard reports. Global data can be shared across projects. Engage comes with a predefined set of global data fields. Only data architects can create or edit global data fields. If you are data architect, go to Create global data fields.