Setup Mode

Setup mode used to customize database objects, such as tables, forms, views, etc for various user roles.

If you need to return to the User Mode, click on the Exit Setup button displayed in the top right corner.

Exit Setup.png

Setup menu bar can be visible or hidden, just click on the List icon List Icon.png near the New Table button. Also you can make the menu pined Pin.png or unpinned Unpinned-Icon-Draft-2.png using the Pin icon displayed on the menu sidebar.

When you click on the Database tab, you’ll see the database-wide settings and alphabetically sorted list of tables.

List-of-Tables.png

To adjust a property, feature or object in a table, activate this table (click on a table name) and choose an action you need from a corresponding section. For example: to change existing columns in the “Activities” table, select this table, click on the Customize existing columns link in the Columns section and edit column properties.

Use Database Setup Menu displayed on the right, to switch between Setup sections and items.

Active-Table2.png

There is an ability to pin favorite tables beside Database tab. Click on the Pin icon to turn it down, as a result such tab will be fixed.

Pin-Favorite-Table.png

Use Search for keywords box to find table, columns etc. Start typing and TeamDesk will dynamically filter table list and in-page grids. Confirm your choice by pressing search button or enter key and the system will search for the text you’ve typed throughout the database settings.

Search-for-keywords.png

Next: How to start