When I create a Document or Whiteboard (whether stand-alone or embedded in an Entity), I would like to add a block displaying applicable metadata similar to what is available for an Entity; e.g., Created By, Creation Date, Modification Date. Am I missing a configuration option somewhere? From what …

You could try using a database for documents. That’s what we do. We get almost all the functionality of the inbuilt documents feature, plus some more custom relations and the ability to create additional tags as fields. I don’t think there’s a way to get this functionality with whiteboards currentl…

[image] Michael_Ichter: You could try using a database for documents. That’s what we do. We get almost all the functionality of the inbuilt documents feature, plus some more custom relations and the ability to create additional tags as fields. BTW, this is what we want to do in the core. Docu…

It would be nice if there’s some way to get the navigation bars/Table of content feature into a documents database. I think this is the only feature that I miss from the traditional documents feature. [Screenshot_20250213_232313_Brave]

@Michael_Ichter - Thanks for the suggestion. Since I would like to support Whiteboards as well as Documents, I’m might give this a try: Create a new database called “Docs and Whiteboards” Add Single Select field called “Type - View” with Options = Document, Whiteboard Add the Documents field to th…

[image] Michael_Ichter: It would be nice if there’s some way to get the navigation bars/Table of content feature into a documents database. I think this is the only feature that I miss from the traditional documents feature. Table of contents is available for any rich text field (which I pres…

I think using a db for whiteboards is a bad idea. Especially given the drawbacks you have identified, and others. For a ‘documents’ database, don’t use the Documents field, just use a rich text field directly for the contents.

@Chr1sG - I don’t really want to create a Documents database either. I would prefer to use a Document (and Whiteboard) embedded in an Entity. But there are the limitations I’ve noted… embedded Documents (and Whiteboards) don’t have the same “capabilities” as their stand-alone siblings. From @mdubak…

[image] daoud: From @mdubakov comments, sounds like Documents will become a Database soon… any chance Whiteboards will get the same treatment? For Whiteboard it is hard to justify. Overall, internally we had many discussion what is Database and what is View. Document is mostly a database, whi…

I just finished watching the Products Updates Webinar (thanks Polina!). Seeing as whiteboard is in focus at the moment, I think this is relevant. Whiteboard as a view is really confusing to me… As it currently stands, a whiteboard is unstructured data, just like a document. Just like a rich text fi…

Displaying Metadata for Documents & Whiteboards

Get Help

RonMakesSystems February 13, 2025, 9:33pm 8

Topic		Replies	Views
Whiteboard Field Type Ideas & Features	1	20	May 9, 2026
Best way to display a whiteboard in an entity Get Help	2	74	July 9, 2025
Whiteboards as a workflow for spec-writing Get Help	7	117	November 19, 2024
Embed Views into Whiteboard Ideas & Features	2	109	July 11, 2025
[DONE] Documents: Embedded entities table Ideas & Features	7	1358	October 4, 2024

Displaying Metadata for Documents & Whiteboards

Related topics