Documentation Fields enable organizations to capture structured information across the platform. Trustible provides a pre-configured set of managed fields that teams can duplicate and customize as needed, as well as the ability to create net-new fields. When creating a new field, users must specify where it should be available on Use Cases, Model Cards, or Vendor Profiles.
Within the Documentation Fields tab, users can filter and sort fields to better understand what is available and what has been custom-created. By default, all documentation fields are displayed, but users can also view fields by inventory type by selecting the Use Case, Model Card, or Vendor tabs.
To create a new documentation field, click “+Create Field”
Admin users will then be prompted to select the appropriate Inventory Type (Use Case, Model Card, or Vendor).
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Once you have created a field and set its Inventory Type and Field Type values, this information cannot be edited. Users would need to delete and create a new field to modify.
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Below is a description of each field and how it’s used:
Field Name This is the label used to reference the field. It should be concise (up to four words) and clearly describe the context of the information being requested.
Field Text This is the prompt shown to contributors and should clearly state the information being requested.
Guiding Questions Use this field to provide helpful guidance on how the question should be answered. Clear guidance improves response quality and consistency.
Extended Help Text Include additional instructions, context, or background information to support contributors as they complete the field. If you’d like to include hyperlinks, please contact [email protected] ; this functionality is currently under development.
Additional Configuration Options
File Upload Enable this option if contributors are expected to attach supporting documentation to the use case.
Short Text By default, responses are captured in a large free-text field. Select this option if a shorter response is expected.
🚨 Be sure to click Save once you’ve finished configuring the field.
By selecting “Field Type = Choice,” users will be prompted to select whether it should be multiple select or a dropdown and whether or not to include a Note Field. Please see below for an example.
Admin users will then need to designate the Answer Choices. This should be short, brief responses. Guiding text should be included in the Extended Help Text section. Continue to click “+Add a new choice” for additional response options.
Users can add conditional questions to the intake form based on Attributes. Learn more about how Attributes are defined and used here.