[BOLDR] Type of Fields in Template Jobs

Input fields in BOLDR Pro templates define exactly what information needs to be collected for each opening, location, or object, ensuring your team captures data in a consistent format.

Input Field Basics

Each row in the Input Fields table represents a single field with an ID, a Name, and one or more columns that determine how values are stored or calculated.

You use these inputs to describe what needs to be measured, recorded, or selected when someone fills out the template in a project.

Adding Input Fields in List View

You add and configure input fields for a template from List View in the template job.

1. Open BOLDR Pro on desktop and navigate to your template job.
2. Click the List tab at the top of the job.
3. In the header row, click + Column where you want the new field to appear.
4. Select the desired column type (such as Measurement, Text, etc) from the dropdown menu.
5. Rename the column header to match the field’s purpose and adjust any settings or formulas as needed.

Data Column Types

The column type you choose controls what kind of value the field holds and how it behaves in reports or calculations.

• Measurement: A dimension entered in project units (for example, width, height, depth, or offset).
• Angle: A degree-based value used for miters, slopes, or other angled conditions.
• Number: A numeric value that is not a measurement, such as quantity, story count, or rating. This value can be used as part of formulas
• Conversion Table: Add numerical values to be associated with drop down text choices to be used as part of formulas
• Formula: Computes a value from other columns (for example, area from width × height, or a total from multiple measurements).

Text Input Fields

Logic and choice-type inputs help standardize decisions and reduce free-form data entry.

• Text: A free-form text field for notes, labels, room names, or other descriptions.
• Boolean: A yes/no toggle used for flags like “Tempered Glass,” “Existing Opening,” or “Requires Shimming.”
• Single Select: A dropdown list where you define the available options, such as material type, frame style, or configuration.