The Data Section Fields allow you to integrate information from different sources, ensuring that your criteria are accurately captured and presented throughout your narrative document. In this article, you will learn how to insert a list and field into your Data Section.
Before continuing, please make sure you have created a Narrative document as outlined here: How to Create a Narrative Document and a Section as outlined in the following article: Data Sections - How to Create Sections
Please also ensure that you have sources uploaded as outlined in the following article: How to Add Sources
List Settings and Field Settings
List Settings and Field Settings are crucial features in data management, allowing users to tailor their data collection and analysis. Access the settings by clicking on the cog for each data section. Learn more about List Settings and Field Settings in the following article: About List Settings and Field Settings
How to Insert a List
To insert a list to the Data Section Field, follow these steps:
Log into CoAuthor
Open a Project
In the Documents Tab, click on the Narrative Document Name
Once the Narrative Document opens in Word, click on the Add-in to open it
Click on the Data Sections tab
Click on the Data Section you'd like to create a list for
Click on the Fields tab
Click on the Insert List button
In the Insert List modal, click on the checkbox next to the column name to add the selections(s) to the document
Click Create
The list will have the same name as the macro in the document.
How to Insert a Field
To insert a field to the Data Section Field, follow these steps:
Log into CoAuthor
Open a Project
In the Documents Tab, click on the Narrative Document Name
Once the Narrative Document opens in Word, click on the Add-in to open it
Click on the Data Sections tab
Click on the Data Section you'd like to create a list for
Click on the Fields tab
Click on the Insert Field button
In the Insert Field modal, click on the checkbox next to the column name to add the selection(s) to the document
Click Create
The list will have the same name as the macro in the document.