CONTENTS

What are Fields?

Fields are values on a card that store information. Most card categories come with some relevant default fields, but you can create your own custom fields and add them to any card category.


For example, the card below has the following custom fields:

  • Can attend audition day (single choice field)
  • Driver's Licence (boolean field)
  • Driver's Licence Number (number field)
  • Related Card (related field)
  • Eye colour (single choice field)
  • Talent (multiple choice field)

Fields are a handy way to add searchable and filterable context to your cards. 


For example, you can search for cards by field value in the Lumi Library:

You can add cards to a List and display your choice of field values in columns:

You can display card fields on a Board:

If a card's field is changed anywhere in the project, it is updated everywhere that value is shown.


Types of Fields

  • Single Choice (select one choice)
  • Multiple Choice (select one or more choices)
  • Text field (type up to 200 characters)
  • Date (enter a date or select from date selector)
  • Currency (monetary value)
  • Number (numerical value)
  • True/False (checkbox)
  • Related Item (this allows you to relate a card to other cards, or to a List or Board)
  • User (add a Lumi user)
  • URL (store a weblink and click to open the link)


This is how these types of fields can look on a card.

 You can expand or hide fields on your card by pressing this icon , or when there are


Here is an example of a Card with a number of different field sets (groupings of fields). Each icon can be clicked to expand or contract the different groups of fields.

Fields are completely customisable and a great way to track and sort a limitless amount of things such as:

  • Task Status (To do/ doing / done)
  • Person Responsible (Lisa / Georgia / Bianca / Tom)
  • Availability (yes/TBC/not avail) 
  • Paperwork status (pending/sent/TBC/complete)
  • Ratings (a/b/c or 1star/2star/3star)
  • Decisions (yes/no/maybe)
  • Pitch Results (lost/won/TBC)
  • Dates (DOB, shoot dates, deadlines)


Default Fields

Lumi provides some default card categories in every new Project. Some of the categories come with their own default fields. You can use, edit, delete, or repurpose these defaults. 


The following screenshot shows the default categories. You can see what style the category is (ie Person, Generic Card or Location). You can also see what fields they come with by default.

There are four styles of card category:

  1. Applicant - Only available when casting is switched on for your organisation and project. The applicant category comes with the fields: phone, email, address, social media, DOB and Producer.
  2. Person - Used for categories such as cast, crew, talent, actors, social media influencers etc., the person style comes with the fields: phone, email, address and social media.
  3. Location - Comes with the address field.
  4. Card (Generic) - Don't have any default fields. You can add your own fields, relevant to how you will use the category. Generic categories are typically used for things like Events, Research, To Dos, Briefs, Stories or Scenes.

You can add and remove fields on a category to suit the needs of your team.



For more help with fields see the Fields Help Guide.