Affinity allows you to create special columns - called Affinity Fields - to help you dynamically sort and filter your data quickly. In this article, we'll show you how to make and use these columns in your lists.
Creating A Column
To create a column, go into the list you want the column to be in. Then press Manage Columns, and then press Add a column.
Field Name: You will then be asked to give the column a name. Make sure to avoid giving it a name that's been taken by another column. Press Create on the screen or Enter on your keyboard to continue.
Deciding Column Types
You will then be asked to choose what type of column you want. Let's go over how each column type works, starting with the first four.
Text: This option allows you to type in free text and is best for storing notes and summaries.
Number: Columns of this type are best for storing numerical values, such as deal amounts, revenues, company size, and company budgets. This column has the functionality of letting you sort rows and also filter rows that fall between certain number ranges.
Date: Columns of this type store any calendar events, such as follow up dates. Like with the number column, you can also sort rows chronology and filter for cells that fall between certain date ranges.
Location: These columns allow you to assign any location to an entity, such as company HQ addresses and cities where contacts are based. This column also lets you filter entities based on locations you specify.
Let's move on to the next four column types.
Dropdown: This column allows you to enter attributes to an entity. Unlike the Text column type, values entered in this cell will be searchable and filterable.
Ranked Dropdown: This column functions like the dropdown column and has the additional functionality of allowing you to sort your values. This is great if you want your cells to be arranged in a hierarchy, such as a priority column.
Person: Columns of this type allow you to assign people to a row. This column type is great if you want to filter by certain people or sort entities alphabetically.
Organization: Like with the person column type, this column allows you to assign companies to a row. This column type also allows you to filter by company and alphabetically sort values.
These are the last settings to make for your column.
Single vs Multiple Value Field: Certain columns let you add multiple values within a list. If you press on multiple value field, you will be able to add one or more values in each cell. This is particularly useful if an organization has multiple owners or a person has multiple interests.
List vs Global Field: A column can exist within just the list you are in or across all lists. If you want your new column to be accessible in every list, press on Global field. Once a field is defined as list specific or global it can not be changed. We recommend choosing Global field when in doubt.
Notes: You may notice that the columns names will appear in either green, blue or black font. The green indicates columns that are being automatically populated by Affinity. The blue represents global columns and the black represents list specific columns.