Custom Matrices

How do I create a custom matrix?

How to build a selectable x and y axis grid and use it in a custom field

Contents

• 1. Introduction & Context
• 2. Key Features & Functions
• 3. Requirements
• 4. Step-by-Step Guide
  • Create the baseline matrix
  • Edit the cells
  • Create the custom field
• 5. Common Issues & Troubleshooting
• 6. Related Articles

1. Introduction & Context

A custom matrix provides the ability to display a grid to select from, with an x and y axis.

Creating a custom matrix takes two steps:

1. Create the baseline matrix.
2. Create the custom field with the type Custom Matrix and select the matrix you created.

2. Key Features & Functions

• Selectable grid: users pick a cell from an x and y axis grid.
• Highly configurable: you control the size, labels, font, colours, and what shows in the header, cells, and selected "pill".
• Fixed size after creation: the number of columns and rows cannot be changed once the matrix has been created (maximum 10 each).
• Used in a custom field: a custom matrix only appears once assigned to a custom field of the type Custom Matrix.

3. Requirements

• Access to the Admin section, specifically Custom Matrices and Custom Fields.

4. Step-by-Step Guide

Create the baseline matrix

1. Navigate to the Admin section and open Custom Matrices.
2. To create a new matrix, click Add and fill out the form. To edit an existing matrix, click the matrix and select Edit; the same form appears.

The matrix form has the following fields:

Edit the cells

1. Click into the cell you want to rename or add a description to.
2. Click Mass edit cells and select the cells you want to edit. Then click Edit selected cells. Remember to select Apply to all for any fields you updated.

Each cell has the following fields:

Create the custom field

1. To use your created custom matrix, navigate to Custom Fields and create a new custom field for your matrix.
2. Select the type Custom Matrix, and select the matrix you created.

5. Common Issues & Troubleshooting

6. Related Articles

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