Values in a dataset can be assigned to fields to be used in snippets or narrations.

To create a new Field:

  1. Enter a field name. Note: the name cannot be changed after the field is created.

  2. Select a dataset from the dropdown menu.

  3. Optional: create a relation between the dataset and contact list

  4. Optional: filter your dataset by column.

  5. Choose which calculation and value formatting to use for your field. Click the Save button to preview the field.

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