Find a field in the data dictionary

The data dictionary lists every field on your templates, with its tag, its type and the rounds that use it. Look a field up here before you add it to a report, so you know you have the right one.

Header, free text and image elements capture nothing, so they are not listed. The dictionary describes how your forms are set up. It never shows an applicant's answers.

Before you start

You need Can create and update reports, Can generate reports or Can access Settings > Templates. Without one of them, you don't see Data dictionary.

Find a field

Go to Report > Data dictionary. The Fields tab opens.
Type in Search fields. The search matches a field's label, its tag, the tag's definition, the template's name and a round's name, whatever the case.
Narrow the list with the filters: Template type, Template, Used by (a round) and Field type.
Select Tagged, Untagged or Not used by any round to show only those fields. Select it again to turn it off.

The count above the list says how many fields match. Each filter you set shows as a chip: select its x to remove it, or Clear filters to remove them all.

Each row shows the field's label, its Field Tag or Cell Tag, its field type, whether it's mandatory, the options of a choice field, its template and template type, its section, the rounds that use the template and the report categories it appears under. A Table's column has a row of its own, named Table › column.

See where a field is used

Select a field's label. A panel names its template, page and section, its tag and definition, and every Funding Round and Assessment Round that uses the template, using your organisation's own terms if you've renamed them.

Select Show only this template’s fields to filter the list to that template.

Read and write tag definitions

The Tags tab lists each Field Tag and Cell Tag once, with its definition, how many fields carry it and the name of each field and its template. A tag used on two templates is one row naming both. Search tags matches a tag's name, its definition, a field's label or a template's name.

If you have Can access Settings > Templates, you can write a tag's definition, here or on Settings > Tags:

Select Edit definition on the tag's row.
Type the Definition, up to 500 characters. Leave it blank to clear it.
Select Save definition.

The definition shows in the dictionary, and as the help on that tag's column in the report column picker. If someone else changed the tag since you opened the list, you're asked to select Reload and try again.

Export the list

On the Fields tab, select Export CSV. The file holds every field your search and filters keep, not just the page you can see, with column headings in your organisation's terms. Each export is recorded in the audit log with the filters you used and the number of rows.