Fieldcode Manual
Tip: You can use filters for better results
About the X-Pool
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You can configure your own X-Pool if you have a Fieldcode Plus plan. The X-Pool has the same basic functionality as the Ticket Pool, with the major difference that you can work with custom records in the X-Pool. We will take a closer look at all the functionalities in the following sections.
▶️ Accessing the X-Pool:
- Create a view which contains the X-Pool in the Views designer (Fieldcode Plus).
🔍 Searching in the X-Pool:
- Enter a keyword or use a queries to find object records.
🛸 Picking the Object:
- You can pick the object which should be displayed in the X-Pool in the first upper row of the X-Pool.
Column customization:
- You can customize which custom columns are displayed by clicking on the column customization button
Adding New Records
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You can add new records from the Sidebar or from the X-Pool.
Object records work in the same ways as created tickets would work.
- Variant 1: You can add new records by clicking on the Add record button in the X-Pool.
- Select for which project the object record should be created.
- Click on the Continue to create button.
- The Custom Create Form opens where you can enter all the custom details. Note: If you haven't configured a custom create form, the default form will open.
- Click on Save to create the object record.
- Click on Save & Create New to directly create another object record.
- Variant 2: You can also add object records from the sidebar.
- Click on Create Object Record.
- Pick a object from the list.
- Pick a project from the list.
- The Custom Create Form opens where you can enter all the custom details. Note: If you haven't configured a custom create form, the default form will open.
- Click on Save to create the object record.
- Click on Save & Create New to directly create another object record.
Downloading Records
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You can download all the current object records in the X-Pool list as an excel file.
- Click on the context menu button in the X-Pool.
- Click on the Download records button.
- The excel file will start to download.
Saving Queries
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You can save queries to easily find your object records.
- Enter a query in the search box.
- Click on Save query.
- Pick a Save location. You can pick to save in my queries (personal). You can pick to save in shared queries (others).
- Enter a name for your search query.
- Click on Save.
- Your query is available for usage in the X-Pool.
