Company display on the map lets you view your indicators directly on your points of sale. To make a field appear there (calculated field, additional field…), simply add it to a category of the fields visible on the company record.
In this example, we will display the DNO (%) calculated field in a new Field KPIs category. If you haven't created your field yet, see the article Create and display a calculated field in Sidely.
Add the field to the company display
1. Open the visible fields
From the Sidely settings:
Open Settings
Go to Field settings
Click Company fields
Scroll down to the Fields visible on the company record section, then click Edit.
2. Create a new category
In the edit window:
Click the + button in the top right corner
Create a new category and choose the visibility restrictions
Enter:
The category name: here, "Field KPIs"
The visibility: Public or Restricted, depending on your needs
Then click Save.
3. Add the field to the category
In the right-hand column:
Find your Field KPIs category
Drag or add the field you want, here "DNO (%)", into this category
Then click Save.
4. Display the field on the map
From the Sidely map:
Open Company display
Find your Field KPIs category
The DNO (%) field now appears in the company display
You can now view this indicator directly from the map! 😊
FAQ
Which fields can I display in the company display?
All company fields placed in a category of the visible fields: additional fields, calculated fields, form fields or report fields.
2. Can I create several custom categories?
Yes, you can organize your fields into several categories as needed.
3. Can I edit the category after creating it?
Yes, categories and fields can be edited at any time.
4. What is Restricted visibility for?
It lets you limit the display of the category to certain users, for example to reserve some indicators for managers.