This section consists of Database Things and fields description for every thing which is part of the template.

Introduction

To get to the Data section, click the database icon on the left side tabs in Bubble Editor.
Important: See Bubble manual information when working with data: https://manual.bubble.io/help-guides/working-with-data; https://manual.bubble.io/core-resources/data.

Data Types

Note: In case you have accidentally deleted a data type - no worries! Bubble lets you restore💪the deleted data type. Clicking on 'show deleted types' or 'show deleted fields' from the Data → Data types tab will reveal the deleted items, and a 'restore' button will appear next to each deleted entry. Simply click 'restore', to restore a field or data type.
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Tip: Aside from the below-listed data types and fields, Bubble creates these default fields visible in each data type: Creator, Modified Date, Created Date and Slug, except for the User data type. The User data type will have the following fields: email, Modified Date, Created Date and Slug. These fields' values can be used in workflows, conditional formatting, etc. To learn more, see the Bubble manual.

Data File

This data type stores files that have been uploaded on the platform.
It has just one field:
Field Name
Type
Notes
Document
file
This field stores the uploaded document.

Deal

Deal data type stores information about a created deal in a funnel.
It comes with fields listed below:
Field Name
Type
Notes
Assignee
User
This field will determine who is the assignee of the deal.
Company_name
text
This field stores the company name that is involved in the deal.
Deal_value_estimation
number
This field stores the cost of the deal.
Description
text
This field stores the deal description.
File
List of Data Files
This field stores a list of files attached to a deal.
Funnel
Funnel
This field links the created deal to the attached funnel.
Lead
Lead
This field stores information about the lead, that is attached to the deal.
Logo
image
This field stores the deal logo.
Name
text
This field stores the name of the deal.
Note
List of Notes
This field stores a list of notes that belong to the deal.
Order
number
This field stores a deal order in a list, it is used for the drag and drop functionality.
Stage
Stage
This field stores the stage for the deal.
Status
Status
This field determines the status of a deal (Default value is set toIn progress).
Visible_to
List of Users
This field stores the list of users that will be able to see the deal.

Funnel

This data type stores funnel information.
It comes with fields listed below:
Field Name
Type
Notes
Members
List of Users
This field determines how many members will be included in this funnel.
Name
text
This field stores the funnel name.
Stage
List of Stages
This field stores a list of stages that are present in this funnel.
Note: The data type has a privacy rule applied. See the 💬 in the database under the privacy section for details.

Lead

This data type is used to store leads related information.
It comes with fields listed below:
Field Name
Type
Notes
Company
text
This field stores the company name of the lead.
Deal
Deal
This field links current lead to a deal.
Email
text
This field stores the lead's email.
Full_name
text
This field stores the lead full name.

Magic User

This data type is responsible for users that are invited to the platform via a special link sent in the email.
It has just two fields:
Field Name
Type
Notes
Email
text
This field stores the email of the magic-user.
Link_opened
yes / no
This field checks and stores information on whether the magic link was opened or not.

Note

This data type stores the notes that are created for the deals.
It has just one field:
Field Name
Type
Notes
Content
text
This field stores the content of a note that is created for the deal.

Stage

This data type stores information related to a funnel stage.
It comes with fields listed below:
Field Name
Type
Notes
Color
Colors
This field stores the color of the created stage.
Deals
List of Deals
This field stores a list of deals that belong to a specific stage.
Funnel
Funnel
This field stores the funnel to which this stage belongs to.
Name
text
This field stores a stage name.

User

Bubble applications have a built-in User data type that acts like any type that is created in the database. For instance, you can modify a user, delete a user, list them in a repeating group, etc. To learn more, see Bubble manual.
It comes with fields listed below:
Field Name
Type
Notes
Full_name
text
This field stores the full name of a user.
is_Admin
yes / no
This field determines whether a user is admin type.
Note: The data type has a privacy rule applied. See the 💬 in the database under the privacy section for details.

Variables

This data type is used for variables within the app.
It has just one field:
Field Name
Type
Notes
Access_rights
yes / no
This field determines demo user permissions.

Option sets

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Tip: Option sets define a static list of choices for use in dropdowns, pop-ups, etc. Options inside the sets have at least a text display, but they can have additional attributes defined in the Data tab. To learn more, see Bubble Manual.
Below you can find the list of option set attributes and options.

Colors

This option set holds the colors that are being linked to stages.
It comes with one field:
Attribute
Type
Notes
hex
text
This attribute determines the hex code of a predefined color.
The options for this set are:
Option
Types
Blue
Blue color option.
Pinkish
Pinkish color option.
Green
Green color option.
Orange
Orange color option.

Header Menu

This option set is used to handle menu navigation between predefined menu items in header reusable element.
It comes with one field:
Attribute
Type
Notes
case
text
This attribute helps determine which menu set to use for each type of users.
The options for this set are:
Option
Types
OVERVIEW
Overview menu option.
FUNNELS
Funnels menu option.
LEADS
Leads menu option.
DEALS
Deals menu option.
TEAM
Team menu option.
HISTORY
History menu option.

Status

This option set is used to store statuses for Deals.
It comes with two fields:
Attribute
Type
Notes
case
text
This attribute provides option to filter the type of progress.
color
text
This attribute determines a status display color.
The options for this set are:
Option
Types
In progress
Progress status option.
Won
Progress status option.
Lost
Progress status option.
All
Progress status option.
Tip: To find the pages where the options sets are used, use the App Search Tool within the editor.
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Embedded Notes in Bubble Editor

This template comes with explicit notes for Data types and their fields, Option sets and their fields, and Privacy rules, which will guide you through the modification process.
In order to preview a Note of any data type or field, click on the chat icon.
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