Fields allow you to save additional data about the elements, connections and loops in your map. Create whatever fields you need and modify the settings to enable things like checklists, prompts, currencies, and much more.
Skip to section:
Kumu comes with a set of core fields. Putting data in all of these fields isn't necessary, but they get special visual treatment in profiles and have special functionality, so it's great to use them when you can!
Use the Label field to give names to elements, connections, and loops. Your element and loop labels will appear on the map by default, and connection labels can be shown on the map as well, using the
label-visibilityproperty in the Advanced Editor.
Use the type field to categorize elements and connections. Common element types include person, project, and company. Common connection types include personal, business, and family.
In a connection's profile, you'll see whether a connection is directed, undirected, or mutual. When you export your map to Excel, you'll also see this field included in the Connections tab of your sheet. To change the connection direction, please visit this guide.
The tags field is designed to hold multiple values that each describe your item in a different way. This field is usually used when an element can belong to one or more categories. For example, a connection between a person and a non-profit might have the following tags: "Strong relationship", "Board Member", "Donor", and "Advocate", all stored as separate values in the Tags field, adding rich detail to that person's relationship with the non-profit.
Add any link to the URL, and the link will open when the element, connection, or loop is double-clicked.
To add a custom field, select an element or connection and then click the +New Field button in the sidebar. You'll be prompted to name the field and then enter a value for the element or connection you selected.
By default, new fields are set to accept only one value and not prompt users with suggested values. While this is an easy way to get started adding values, you may have times where you want people to pick from a list of defined values (level of influence: high, medium or low) or multiple values from a list (skills: project management, web development, leadership, public speaking). In those cases, you can customize your field—keep reading to learn how!
Field's can't be named
FALSE. Uppercase and lowercase versions of these words will cause errors elsewhere in Kumu.
To customize the settings for a given field, click on an element, and click the field in the element's profile.
Customizing a field
A dropdown will appear with the following options:
- Name - change the name of your field
- Type - string, text, URL, email, number, currency
- Limit - one value OR none (one or more values)
- Prompt - none, autocomplete, or list
- Category - for grouping fields in sections on the profile
- Visibility - public OR private (whether or not viewers can see a given field)
- Clustering - whether to allow clustering by this field
- More - access settings, relevance, or delete the field
Let's look at a few of these options in more depth:
Below are the choices for the field format and guidance on when to use each:
- String - This is the default value and used when entering simple, short pieces of text
- URL - Used for website addresses
- Email - Used for email addresses
- Number - Used for numerical values that aren't currencies or dates
- Currency - Used for financial values to be displayed with standard currency format ($)
- Date - Used for dates, like February 14th (Kumu's birthday!)
Field prompt is managed by clicking "more" and then "settings" in the dropdown. Below are the choices for the field prompt and guidance on when to use each:
- None - Use when you'd like to turn off any prompts for field values
- Autocomplete - Use when you'd like a tag-like interface for prompting values that match the current input
- List - Use when you want to pick from a list of defined values
By default, all fields are ordered alphabetically based on the name of the field. You can also group fields by assigning them a category. For example, you may want to have all financial information (FY 2012 Investment, FY 2013 Investment and Cumulative Investment) under the category "Financials". You can create multiple categories and each will be ordered alphabetically.
We reserve a few category names that we give special treatment to:
- General - This is the default. Fields in this category will live at the top of the field section and won't have an explicit category label.
- Footnotes - This category is meant for things like attribution and citing your sources. Fields in this category will always be listed at the bottom of the profile.
When do I see a field? By default, all fields are shown in the profiles of all elements, connections, and loops while you're editing the map. Even if a field has a blank value, it will still show up in the profile.
But, in each profile, Kumu will automatically hide all blank fields in the following cases:
Hide fields across all profiles If you'd rather hide irrelevant fields while you're editing the map, you can use field relevance in your project settings. Click the menu in the top left of your map and then click "fields". Scroll down and you'll see a "relevance" section. To edit which fields should be included for each of the element, connection, and loop types in your project, click edit, uncheck the relevant fields, and click "Done" at the bottom of the field list.
If you'd like to limit the fields that are shown, simply click edit and then uncheck the field you'd like to hide in the profile for a given type. Label, type, description, and tags are always shown for all types regardless of what you enter. Above is an example of customizing the profile of elements with type of "Company" to only show Image, Website, URL and Attribution.
Hide fields for viewers only You might also want to hide a field for anyone who is not a contributor. For example, this is handy when you're working with confidential information such as email addresses etc. In this case, you can make a field "private" and hide it from any one who is not a contributor.
To do so, click on any custom field and then check the Privacy checkbox:
Hide fields in certain "entity" profiles only You can also indicate whether you'd like profile fields to show up in element, connection, or loop profiles (or all of them). The field (and any field values) will then be hidden in any profiles in which you don’t want it to show up, whether it contains any values or not.
- By default, a field is ‘relevant’ (shows up) in all profiles.
- Default fields such as
descriptionetc. cannot use field relevance, as they must always be visible to editors in each profile.
You can also use the field relevance menu to change the order fields are listed in the profile. By default all fields are listed alphabetically (and optionally broken into sections if you've assigned categories). The order of fields is unique to each element or connection type.
To change the order, click edit next to the element type that you'd like to adjust:
Edit field order
And then simply drag the fields to reorder them:
Drag field order
When you are finished, click "Done" and you'll see the new order reflected in the profile.
If you've created a field and want to delete it and all corresponding values, click on the label of the field in any profile and then go to more -> delete. Alternatively, you can use the menu in the upper left corner to go to the field settings page (choose fields). This will delete the field and any values assigned for any content in your project.
For fields that have their prompt set to "Autocomplete" or "None" (this includes the Tags field), you can only delete the field value by removing it from every element, connection, and loop in the project, including the trash.
For all other fields (including Element Type, Connection Type, and Loop Type), follow these steps:
- 1.Click the menu in the upper left of your map and choose FIELDS
- 2.Click on the field you want to edit
- 3.Find the value you want to delete. Then, click the delete button next to the value to delete it.
- 4.Scroll down and click SAVE to save your changes
- 5.Refresh the page
After you follow these steps, the field value(s) you deleted will no longer show up in prompted lists, in legends, or in controls.