Tapestry Handbook

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Entity Types, Fields, and Templates

Campaign configuration

Entity Types, Fields, and Templates

Adapt campaign records and relationships without losing the consistency that makes search useful.

GM

About 10 minutes

Configure entity types and fields

  1. Open Campaign Settings, then Entity Types.
  2. Hide system types the campaign does not use, or restore them to navigation later.
  3. Create a custom type with a clear singular name and recognizable color.
  4. Add custom fields with stable keys, labels, types, options, and required status.
  5. Save the type before creating records that depend on its schema.

Important

Treat field keys as durable identifiers. Renaming a display label is safer than repeatedly changing the underlying key after records contain data.

Create note templates

  1. Open Campaign Settings, then Note Templates.
  2. Choose an entity type and build the note structure new records should start with.
  3. Enable the template by default only when most new records benefit from it.
  4. Create a new entity to verify the template is concise and useful.

Best practice

Use prompts and headings that help the GM think. Avoid a large checklist that makes every record feel unfinished.

Create relationship types

  1. Open Campaign Settings, then Relation Types.
  2. Enter a stable internal name, a readable label, and an inverse label when direction matters.
  3. Optionally limit the allowed source and target entity types.
  4. Save and test the relationship on two representative entities.

Important

A custom relationship type already in use may have deletion restrictions. Review its relationship count before changing or removing it.