Define data fields in the web app

Define data fields to ensure consistent data collection across tools within your project.

Create a new category

Only create a new category if the predefined categories do not suit your needs.

  1. Open a Workspace project in the web app and select Advanced .
  2. Select Data Definitions.
  3. Select New, then choose a category for the data fields you want to create. There are two types of categories.
    • Single-Value Category: A data field in this category can have only one value per project, for example, project leader or project number.
    • Data Table: A data field in this category can be displayed as a data table because each data field (column headings) can have multiple values (rows). For example, a project can have multiple team members, and each team member has a name, a job title, and a role, which appear as column headings in the data table. The data values for each data field appear as rows.
  4. Enter a name for the new category, then select Create.
  5. Be sure to add data fields to the new category.
  6. Select OK to close the dialog.

Edit a category name

You can edit the name of any category that you create and some predefined categories.

  1. Open a Workspace project in the web app and select Advanced .
  2. Select Data Definitions.
  3. From the dropdown, select Editable Definitions, then select the category to edit.
  4. Select Edit.
  5. Enter a new name for the category.
  6. Select Save.
  7. Select OK to close the dialog.

Create a data field

  1. Open a Workspace project in the web app and select Advanced .
  2. Select Data Definitions.
  3. Select the category to add the data field to and select New. Then choose Data field to 'category name'.
  4. Complete the dialog, then select Create. For help with selecting a field type, go to Types of data fields.
  5. Select OK to close the dialog.
Note

After you add new data fields to your project, you can add them to shapes and task panes in maps to help you better understand your process. Go to Add data to a map.

Note

You cannot currently add data fields to forms in the web app. To customize an existing form template or design a new one, contact Minitab Customer Success.

Edit a data field

You can edit any data field that you create and only some predefined data fields.

  1. In the web app, select Advanced .
  2. Select Data Definitions.
  3. From the dropdown, select Editable Definitions, then select the definition to edit.
  4. Expand the category that the data field belongs to, select the data field, then select Edit.
  5. Make your changes, then select Save.
  6. Select OK to close the dialog.