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How to Add and Manage Fields

Team Visor
  • Updated

In this article, we'll discuss the following:

  • Add fields
    • Automatic Jira field import during onboarding
    • Add Visor fields during onboarding
    • Add connected fields from the Connections modal
    • Add Visor fields from the “Add Field” modal
    • Add fields from the Record Details panel
    • Insert fields in grids
  • Manage fields
    • Hide & show fields
    • Delete fields
    • Move to “primary label”
    • Rename field
    • Protect field

Overview

Visor allows you to add and manage as many fields as you need. You can add fields from connected apps by using the import feature, or by manually adding them. You can also add custom Visor fields to enrich your data.

In this article, we’ll take a look at the various ways you can add and manage your fields.

Add fields

You just created a new workbook; so what’s next? The next step is to start adding your data. Let’s see all the ways you can add fields into Visor:

Automatic Jira field import during onboarding

During the onboarding flow, you’ll be asked to integrate and connect with Jira. If you proceed, Visor will magically import all the high-value fields you’ll likely need to use on a daily basis. No other steps needed!

Default imported fields not quite fitting your needs? Don’t worry, workbook Owners and Editors can add and remove fields after this initial setup.

Add Visor fields during onboarding

Whether you want to enrich the Jira Issues you’re about to import, or you want to start with Visor fields only - you’ll be prompted to optionally add them during the onboarding flow.

Visor will suggest various common fields you may use for quick selection. Choose as many (or as little) as you’d like.

Add connected fields from the Connections modal

If you chose to connect with an external app after onboarding, or you want to update the connected fields displayed from your connected apps, there’s an easy path for you.

Steps:

  1. Open the Connections menu
  2. Select the app you want to connect with (Jira has already been integrated within this example)
  3. Choose the fields you’d like to add to your workbook
  4. Proceed through the rest of the import steps
If you already have data in your workbook, you’ll notice that the new fields will append to the right of those fields. Similarly, the records being imported will start populating below existing records. You are not obligated to proceed through the import steps. If you’d like, you can close the modal after selecting the fields and clickingContinue. The new fields will have been added by this point.

Add Visor fields from the “Add Field” modal

If you want to add Visor fields after onboarding, there’s an easy path for you.

Steps:

  1. Open the Add Field menu
  2. Select the type of field you want to add
  3. Add a Field Name to quickly identify this field
  4. Optionally add choices to the field (only when adding a Dropdown field)
  5. Save the new field

This feature is available in the table view and in the grid section of the Gantt view.

Fields added from this flow appear to the right of existing fields. For information on the types of fields Visor supports, check out this knowledge base article.You can also add a new Connection and manage connected fields from this modal.

Add fields from the Record Details panel

If you want to add Visor fields from the canvas section of the Gantt view, or from the timeline view, there’s an easy path for you.

Steps:

  1. Open the Record Details menu by clicking on any record bar within the canvas
  2. Click on Add Field to open up its menu
  3. Select the type of field you want to add
  4. Add a Field Name to quickly identify this field
  5. Optionally add choices to the field (only when adding a Dropdown field)
  6. Save the new field
In the Gantt view, newly added fields also appear in the grid section by default.

Insert fields in grids

If you want to insert new Visor fields from the table view, or the grid section of the Gantt view, there’s an easy path for you.

Steps:

  1. Open a column header menu
  2. Click on Insert Left or Insert Right
  3. Select the type of field you want to add
  4. Add a Field Name to quickly identify this field
  5. Optionally add choices to the field (only when adding a Dropdown field)
  6. Save the new field

Manage fields

You’ve added all the fields you need to effectively manage your projects and team. Now what? You’ll want to organize your data and make sure that you can execute quickly, and communicate the state of your organization’s progress with your team and stakeholders.

Let’s see all the ways you can manage fields in Visor:

Hide & show fields

You’ve added all the fields you care about - fantastic! You probably have a mix of fields for project management in Jira, strategy-focused fields around OKRs, maybe some fields for associated feedback tickets, and some other data around enriching your data.

Not every workflow requires seeing your entire dataset. Sometimes, you may want to only focus on project management, and only see fields associated with your managed Jira Issues. Or perhaps you’re about to share progress updates with leadership and just want to see Epics and OKRs. Well, there’s an easy way to hide (or show) fields that help shape the right story for your audience (you included).

 

Steps to hide fields:

  1. Open a column header menu for the field you want to hide
  2. Click on Hide Field (this view only)

Steps to show fields:

  1. Navigate to View Settings
  2. Click on Lanes displayed
  3. Select the fields you want to display in the view
Please note that hiding and showing fields only impacts the specific view tab you’re in.

Delete fields

You may find at times that you no longer need a particular field in Visor. This may be due to importing irrelevant fields, or after realizing that a previously used field is no longer useful to you (or your team). Let’s take a look at how to delete a field:

 

Steps:

  1. Open a column header menu for the field you want to delete
  2. Click on Delete Field (all views)
Please note that deleting fields impacts all views for all teammates, so be careful!

Move to “primary label”

What the heck is a “primary label”? Great question! A primary label is a label used to refer to records in various views. While it may seem less important in the Table view (it’s still critical there too), the primary label is what determines how record bars look in Gantt and Timeline canvas sections. In the Table view, the primary label also plays an important role when you start using the Parent field in conjunction with nested records, as the primary label is used to identify parent records.

In views that have a grid (ie: the Table and Gantt views), the primary label is always the first data column.

Let’s take a look at how the primary label works:

Steps to set a non-primary label field as the primary label field:

  1. Open a column header menu for the field you want to set as the primary label
  2. Click on Move to Primary Label

Steps to replace the current primary label field with a different one:

  1. Open a column header menu for the primary label field
  2. Click on Change Primary label
  3. Select a different field to replace the current one as the primary label

Rename field

Super organized users tend to apply labels to their fields to more easily and quickly scan their data. If you’re looking to rename the field, look no further:

 

Steps

  1. Open a column header menu for the field you want to rename
  2. Click on Rename Field
You may have noticed that you can also rename a field more quickly by double-clicking directly on the text within the column header.

Protect field

There may be points within your workflow where you might want to protect a field. What this means is that you want to preclude anyone (including yourself) from modifying values in any of the cells within the protected field. Let’s take a look at how this is done:

 

Steps

  1. Open a column header menu for the field you want to protect
  2. Click on Protect Field

The same steps can be taken to unprotect a field that is currently protected.

This feature is typically used when:

  • there are multiple people working within the same workbook folder
  • you are moving record bars in the Timeline canvas and you want to preserve the dates
For a deep dive into protected fields, check out this knowledge base article.

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