Insert column - Text

This article explains how to insert a text input column in a planning sheet.

Use text columns to capture free-form input in reports. A text column accepts short text, long text, numbers, and alphanumeric inputs.

Insert a text column#

You can use text columns to capture free-form input in reports.

To insert a text column:

1. Go to Planning > Insert Column > Text.
   

   

2. Enter a title and configure the required settings in the side panel that opens when you select Text, as shown below.
   

   

3. Select Create.

After creating the column, double-click a cell to enter text and press enter to save. You can modify a text column to edit its configuration.

Configure text input column properties#

Key properties such as Insert As, Input type, Default Value, Allow entry on Totals/Subtotals, On Change Formula, Allow Input and Description can be configured as in other data input columns. For more information, see configure data input column properties.

In addition, text columns support the following properties:

• Word wrap - Enable word wrap for long text values to improve readability. Use the word wrap option in the Format tab to adjust text based on column width.

• Prevent Null: Prevents users from leaving the value empty. To enable this option, configure a Default value to ensure that a value is entered when the column is created or updated.

  Note

  The Prevent Null option is available only for the Short Text input type and isn't available for Long Text.

• Text validation - Validate text input to ensure data quality. You can:

  • Define minimum and maximum length to control the length of text input.

  

  • Restrict input type (numeric, email, alphanumeric) by selecting the required option from the Field Validation dropdown.

  

  • Use the Custom option to apply a regular expression (regex). Select Custom and enter the required text pattern.