Configure workbook fields Last updated: Aug 16, 2026

Define the columns that every row in a workbook will have.

1. Open the workbook in the Publisher (Configure).
2. Choose Actions > Fields.
3. Under Add a field, enter a Label, pick a Type and a Role, then click Add Field.

Field types: Single line (short text), Paragraph (long text), or Dropdown (a fixed list of choices).

Field roles: Template (publish) is reference data you set once when authoring and that shows read-only in the Portal; Entry (filled in portal) is a blank your team completes on each row.

Use the Order arrows to set column order, and Edit or Delete to change or remove a field.