Add text columns¶

Text columns let you write your own notes against each result, such as the aim of a test, its conclusion and the next steps. The notes stay with the results, so anyone who loads a View with those columns sees them.

Create a text column¶

1. On the Table View card, click Edit Table.
2. Go to the Comments tab. It lists the Account's text columns, with Has Comments showing whether each one holds any comments yet.
3. Click New Column.
4. Enter a Column Name and click Create.
5. Click the add icon on the column's row (Add Column to Results View). It appears in Selected Columns.
6. Click Apply, then save the View.

To add an existing text column to a View, skip steps 3 and 4.

Column name rules

• Required, up to 50 characters.
• Letters, numbers, _ and - only. No spaces: write Next_Steps or Next-Steps, not Next Steps. Otherwise you'll see "invalid characters".
• Unique in the Account ("value already used").

Text columns belong to the Account, not to one View. The same column can be in many Views, and its comments are the same in all of them. Renaming a column (Edit Column Name) renames it everywhere.

Delete Text Column removes a column from the Account. It's disabled once the column has comments ("Cannot delete columns with saved comments"). To take a column out of just one View, click its remove icon instead.

In the table, text columns can be minimised, or wrapped so that long comments show in full (Wrap Text / Un-wrap Text in the column header or in Selected Columns).

Write a comment¶

1. In the table, find the row and the text column.
2. Click the pencil icon in the cell (Add comment). The Create <column> dialog shows the Attitude name.
3. Type the comment, up to 500 characters.
4. Click Create.

Each row has one comment per text column. To change it, click the pencil again (Update comment) and click Update, or Delete to remove it.

To include the comments in a CSV download, tick Include Text Comments. See export results.

Review comments¶

If reviewing of Results Comments is on for your Account, comments are drafts until someone approves them. An Account admin turns it on in Account Settings.

Each comment is tagged Draft or Approved, and draft text is shown in red. A minimised text column shows a red dot for a draft and a green dot for an approved comment.

What you can do depends on your review permission:

Keep a rolling report¶

A rolling report is a way of working, not a separate feature: a set of pinned Views that together tell the story of a Project as it develops.

1. Create the text columns you want to fill in for every test, for example Aim, Conclusion and Next_Steps.
2. Create a Summary View with the Name, Description and your text columns, and perhaps a few headline values.
3. Create other Views for the detail, for example Headline Forces and Force Breakdown.
4. Pin all of them to the Project, and set the Summary View as the Project default.
5. As each Run finishes, fill in its text columns.

Everyone working on the Project can then switch between the summary and the detail with one click, and read what was tried, what was found and what's next, right next to the numbers.

Edit a row's description and comment¶

Every result also has its own Description and Comment, shown in the standard columns of the same name.

1. Click the pencil icon in the row's edit column. The Edit <Attitude name> dialog opens.
2. Change the Description or Comment.
3. Click Update.

If the pencil column is missing, the View has Hide Edit Column ticked. It's always hidden for restricted Users.

Related: Create a table view · Export results · Roles and permissions · Results and post-processing