Getting Started with Your Cataloguing System

Welcome to your cataloguing system! This guide will walk you through the initial setup so you can begin creating and organising records effectively.

Step 1: Create Your Fields

Fields are the building blocks of your records. Define the types of data you want to capture—such as text, numbers, dates, images, or dropdowns.

💡 Tip: Think about the kind of items you’ll be cataloguing and what information is essential for each.

Step 2: Set Up Record Types

Record types act as templates for different categories of items. For example, you might have record types like “Books,” “Artifacts,” or “Photos.”

Step 3: Assign Fields to Record Types

Once your fields are created, assign them to the appropriate record types. This ensures each record type has the correct structure and relevant data fields.

Step 4: Configure Field Settings

Customize how each field behaves within a record type:

• Field Sort Order – Arrange fields in a logical sequence.
• Show in Table – Choose which fields appear in table views.
• Clickable from Search Results – Make fields interactive for quick access.

Step 5: Start Cataloguing

With your fields and record types set up, you're ready to begin adding records and cataloguing your items.

You’re now ready to build a searchable, organised collection tailored to your needs!