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Concepts

An overview of Concepts

What is a Concept?

Concepts are the foundation of all Entities created on the platform. You can think of them as a template for content you create on the platform.

When you create a new Entity, the Data Fields you are able to edit within it come directly from the Concept it utilizes, along with various other settings.

An example Concept would be Events, with all Events entities being created from this one Concept sharing their available Data Fields, such as the Event Start Time and Event End Time fields.

For more information about how to create new Entities from a Concept, please refer to the Entities help guide.

Click or tap on any of the images in the guide to open them full size.

Creating a new Concept

To create a new Concept:

  • 1. Go to Admin Dashboard > Concepts.
  • 2. Click the click the large + icon found above the concepts.
  • 3. Name your Concept and click Create.

The page will refresh automatically and you will be brought to the editing page for your Concept.

Editing a Concept

Once you have the editing page open you will be presented with four tabs:

Definition
Make changes to data fields available to Entities.

Power-ups
Toggle Power-ups on and off for Entities created from this Concept.

Settings
Configure various settings for a Concept, including which notifications are sent from Entities created from it.

Templates
Configure templates for this Concept, which Allow users to create their own custom Entities from it.

Definition

Data Fields for the Concept can be set in this tab, along with a few other settings. Any fields added to a Concept will be available in all Entities created from it.

  • 1. Click this pencil icon to change the name of your Concept
  • 2. Standard Fields are fields found in every Concept. They include fields such as the Title and Slug
  • 3. Custom Fields are Data Fields unique to this Concept
  • 4. You can add a new Data Field to your Custom fields by clicking the Add a new field button. The standard field creation menu will be shown, more information on how to use this can be found in the Data Fields guide
  • 5. The Edit and Remove buttons can be used to adjust the Concept’s existing Custom Fields
  • 6. Select a result block is an in progress feature. It is not yet available for use.
Power-ups

Power-ups for the Concept can be enabled and disabled in this tab. More information on Power-ups can be found in the Power-ups guide.

Enable Power-ups to allow Entities created from the Concept to use them. Disable them to remove them from Entities created from the Concept. Enabled Power-ups will receive a green tint and a checkmark.

Settings

As more settings are added to Concepts, they will appear here. For now, you can simply adjust the Notifications for the Concept.

  • 1. Expand or collapse all of your existing Notification settings for this Concept
  • 2. Set the text that will be shown to users when they see this Notification in their Notification Center
  • 3. The email address the notification will be sent from – if not entered the default will be our helpdesk’s current email address
  • 4. The Trigger for this notification, such as when a new Entity is created from it
  • 5. The Email Template sent to users when this notification is triggered
  • 6. Click this + icon to create a new Notification setting
Templates

Admins can create Templates that allow users to create their own Entities for this Concept.

  • 1. Search through Templates created from this Concept
  • 2. An existing Template. Click on it to view it’s details
  • 3. Delete the corresponding Template by clicking on the trash can
  • 4. Create a new Template by clicking on the Add new button
  • a. See our video on User Created Entities to make a new template

For any questions not answered in these guides, please contact the Client Success Team via your Monday.com Support board.

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