Context Type Overview

The Context Types page lists all context types in a tabbed table (Primary and Secondary). From here you can:

• Create a new context type using the New Context Type button (top-right).
• Search across all context types.
• Apply a quick filter by Owner.
• Review key metadata columns and counts.
• Edit, copy, or delete individual context types via the row ⋯ menu or right-click, or double-click a row to edit it.
• Perform a bulk delete when two or more rows are selected.

Table columns

1. ID — Context Type ID
2. Context Type Name — Name given when created
3. Context Type Description — Used for search and to provide extra information in the dashboard; only visible/used in the dashboard
4. Last Edit — When the context type was last edited
5. Created — When the context type was created
6. Owner — Reference field indicating who is responsible. When a new context type is created, the creator is set as owner by default (can be changed)
7. Context — Count of contexts created with this context type
8. Activities — Total activities across all contexts made with this context type

Edit, copy, delete, or use a context type

Open the … action menu on a row (or right-click the row). To edit, you can also double-click the row, which opens the context type for editing in one step (from a 4.13 patch).

• Edit Context Type — Modify the context type details.
• Copy Context Type — Duplicate the context type.
• View All Contexts — Open and view all contexts created from this context type.
• Create New Context — Create a new context directly from the selected context type.
• Import Context — Import contexts into this context type.
• Delete — Permanently remove the context type.

Bulk action: When ≥2 rows selected → Delete

Saving a change to a context type that is still in use

Available from a 4.13 patch.

Changing a context type changes the contexts and activities already using it, so Zegeba asks first. Select Save and a dialog appears:

This type is in use
Your changes will also affect contexts and activities that already use this type. Data that has already been captured is not changed.

Choose Save changes to go ahead, or Cancel to go back to the form with your edit still there, unsaved. Leave with Close and discard it to keep the type as it was.

Data already captured in entries is never touched. Only users whose role lets them edit context types reach this step.

Steps

1. Open Context Types
   Navigate to Templates → Context Types.

2. Switch between Primary / Secondary
   Use the Primary and Secondary tabs to filter the table.

3. Search context types
   Use the search bar to find context types by name or description.

4. Filter by Owner
   Use the Owner quick filter to narrow the list by context type owner.

5. Create a new Context Type
   Click New Context Type (top-right).

6. Use row actions
   On any row, open the ⋯ menu or right-click to Edit, Copy, or Delete that context type.

7. Bulk delete
   Select two or more rows, then choose Delete from bulk actions. Confirm to remove the selected context types.

FAQs

Q1. What’s the difference between Primary and Secondary context types?
A. They are organizational categories for context types. Confirm exact business definition during rollout.

Q2. Does the Owner field affect permissions?
A. No. It’s a reference to indicate responsibility. The creator is set as owner by default but this can be changed. Actual permissions depend on roles.

Q3. Is the Description used outside the dashboard?
A. No. It’s primarily for dashboard context and search enrichment.

Q4. What happens to Context and Activities counts after deletion?
A. Deleting a context type may be restricted if dependent contexts exist. Counts reflect current data after changes.

Q5. Can I undo a bulk delete?
A. Not directly. You have to contact support@zegeba.com to get help to recover.

Q6. Are Copy and Edit tracked in Last Edit?
A. Yes. Modifying actions update Last Edit. (Copy behavior may vary by implementation.)

Article ID: 285