Data dashboard
Under the datafields pane (also called the data dashboard), you get an overview of all datafields used in the active document, grouped by default by:
the concepts to which the datafields are connected; and
the categories to which the different concepts belong.
Each datafield that does not have a value assigned yet, will have an icon showing the type of the datafield and may be assigned a color by the creator of the datafield (dark grey is the default color).
At the left of each datafield, you will also see a magnifying glass icon
. When you click on it, you will see a popup-list that provides an exhaustive list of all the clauses where the datafield is used.When you click on a datafield that does not yet have a value, a default value will be assigned to it. You can then modify the value anyway you like.
When some value is assigned to a datafield, you can click on the label of the datafield to scroll to and highlight the first clause where this value is currently used in the document/binder.
When you hold Shift and click on a datafield that does not yet have a value assigned, you will also be scrolled to and highlight the first clause where this value is currently used.
Options
Popup-menu 
When clicking on this icon (located in the top left corner of the Data dashboard), you will be shown a popup-menu that enables you to toggle the following options:
toggle grouping of datafields by category
toggle showing of datafields without a value assigned
clear all datafields
save and reload the values currently assigned to the datafields as a standard set
select one of the saved sets of datafield values (cf. previous bullet)
copying and pasting datafield values
Do not underestimate the power of saving & reloading sets of datafield values, as made possible by this popup-menu. These features enable you to quickly simulate how your clauses react to certain combinations of datafields. By saving sets of datafield values, you can then switch between entire contexts to see how your various clauses “react” to the values.
Tip: you can also copy/paste datafield values between different documents/binders — if the source document/binder contains certain datafields that are not present in the target document/binder, then those will simply be ignored.
You can even copy/paste datafield values between a Q&A and a document/binder, in both directions. For the Q&A, only questions with an associated datafield will be taken into account for the matching. See Copying & pasting answers for more information.
Show unused 
When this option is enabled, Clause9 will include all datafields that are mentioned somewhere in a clause. When this options is disabled (the default), Clause9 will only include datafields that are actually currently used.
Clause enablers 
Toggling this option will show/hide datafields that act as clause enablers, i.e. datafields used in the “enabled?” condition of a clause.
Text enablers 
Toggling this option will show/hide datafields that act as text enablers, i.e. datafields used within conditions that are used in the title or body text of clauses to show/hide parts of a clause.
Others 
Toggling this option will show/hide datafields that do not act as clause or text enablers.
For example, if the body of a clause contains the following text: Alpha #contract^value beta, then #contract^value will qualify as “other” datafield.
Bulk 
This button — only visible for advanced users — brings you to a mode where you can interact with (and prepare for) the Clause9 API, e.g. by inspecting the datafields present in the document.
Saving values in the data dashboard
When the document is saved, all values that have been entered in the data dashboard will be saved as well. This has three important consequences to keep in mind:
When you close and re-open the document, those values will still be there.
If the document is used in one or more binders, those values will also be used in that binder unless another value was assigned to that datafield in the binder.
Any Q&As attached to that document will also implicitly have that value assigned for the relevant datafield.
Values saved in a document will therefore affect the 'starting position' of the Q&A: until the user of the Q&A has answered the question with the relevant datafield, that datafield will contain the value saved in the document which means the document will be affected (e.g. because a condition will be triggered or because some information has been completed on the basis of that datafield).
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