Introduction

The Customer Fields app uses Data columns to serve data for each customer record. These data columns allow the app to filter, format and import/export customer data in a reliable fashion. There are two main ways to create data columns:  

Generally speaking, a data column needs to exist in order for the app to save any data for a customer. Since data columns are created automatically when adding fields in the app's form builder, you normally shouldn't need to take any additional steps to ensure that your customer data will be saved when a form is submitted.  

Each data column has the following attributes:

  • Label - A human friendly name for the data column. 
  • Key - A unique, machine friendly name for referencing the data column. 
  • Data type - Indicates the type of data being stored. 

How do I use data columns?

Data columns are shown on the app's customer directory page. You can easily filter your customers by data columns using the customer directory. You can also choose which specific data columns are shown on the directory list using the 'Options' icon.

When you export your customer data to a CSV, you will see data for all of the data columns. When you import a CSV to add new customers or edit existing customers, the app will ask you to map the data columns to the columns in your CSV file.

There are certain cases where you might want to create a data column that is not part of a form. Or, perhaps you want to change the label for an existing data column. Both of these actions are possible using the data columns page in the app admin.

Data types 

  • Text - The most common data type. Used for generic strings of letters & numbers 
  • Integer - Used for whole numbers 
  • Float - Used for numbers that contain decimals 
  • Boolean - Used for true/false values
  • Date - Used for dates (without a time of day) 
  • Datetime - Used for dates (with time of day) 
  • Email - Used for email addresses
  • Phone - Used for phone numbers
  • File - Used for file uploads
  • List - Used to store multiple values in a single row

Archive old/unused columns 

Since the app automatically creates data columns when using the form builder, there may be cases where you have leftover data columns that are old and no longer being used. You can archive these data columns quickly and easily by using the 'Archive selected' button, which is found inside of the 'Other columns' tab on the data columns page in the app admin.

Note: You cannot archive any data columns that are being used by a form. If you wish to archive a data column that is being used by a form, you must either delete the form altogether, or use the app's form builder to edit the data columns in use by the fields in the form. Once a data column is no longer being used by a form, the app will automatically move the data column to the 'Other columns' tab.  

Questions/Concerns? 

If you need help with data columns or if you have any questions, please don't hesitate to contact our support team. You can reach out to us via live chat or email (support@heliumdev.com).

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