Notebook Administration

From the Actions tab of the Notebook dashboard, you can:

  1. Edit your Notebook

  2. Assign your Notebook to a Team

  3. Download the JSON file for the Notebook

  4. Replace the JSON file for the Notebook

  5. Create a Template from this Notebook

  6. Check the Notebook status

{{Notebook}} {{dashboard}} showing the Actions tab

Edit your Notebook

Click to open the Notebook design in the Fieldmark Notebook Editor.

For more about editing Notebooks see Getting Started as a Notebook Designer.

Assign your Notebook to a Team

Click to assign your Notebook to a different team:

Assign {{Notebook}} to a Team dialog showing Team selector field and Assign to Team button

The Notebook will then be available to members of the new team.

Download your Notebook definition file

Click to download a copy of your Notebook’s design bundle in JSON format (uiSpec and metadata at the top level).

Downloaded JSON files can be uploaded to a different Fieldmark Server at a future time.

Replace the JSON file for the Notebook

Use this option to replace the form design via PUT uiSpecification (legacy { metadata, 'ui-specification' } files are still accepted and migrated on upload).

To change only the survey name or optional short description (up to 250 characters), use Edit project details on the Details tab instead of replacing the full JSON file.

Caution! Errors in the new JSON file may cause loss to data already captured in the Notebook.

Create a Template from this Notebook

Click to use this Notebook design as a new Template.

Check the Notebook status

The status of your Notebook appears at the bottom of the Actions tab of the dashboard:

Actions tab of the {{dashboard}} showing the status of the {{Notebook}}