Customizing Table Properties
Say you have created a lot of tables and want to mark out some of them or rename.
To customize properties of an existing table:
Click the Setup link in the top right corner of the window.
Select the Database tab.
From the setup menu select Tables > Customize existing tables.
Choose the necessary table from the list; click Edit in a corresponding row.
The following table properties will appear:
Default Record Picker Options
When Custom Columns are selected, their values are displayed as a record title on the and in the listing.
You can specify what columns will be displayed as Allow Search checkbox in the Search Options. When it is checked, the Custom Сolumns option is available. Using this option you can add columns, which data will be displayed as table search results.results, just activate the
In case you want to exclude a table from search results, disable the Allow Search checkbox and none search results will be displayed in this table.
TeamDesk allows coloring for particular records or areas. The Row Colorization option is included into and into options. If you specify a row colorization formula in Table Properties, it will be applied to all views created in this table. In case you want to apply colorization in a certain view, just and add formulas to the field.
Mark the Row Colorization Formula check box if you want to apply a special colorization formula to certain rows in a table. The system will expand the Row Colorization section. Here you can insert colors, variables, functions and operators to the formula. For example, to highlight green all records that were added by the user firstname.lastname@example.org, insert the formula: If(UserToEmail([Created By]) = "email@example.com", "#54C254").
Table properties include the User Interface section. It controls user interface appearance. If a table should be hidden for users with a certain role, use the Hide Tab checkbox. As a result a tab will not be displayed in the list at the top of the page. Additionally, visibility of New, Edit and Add Similar buttons is controlled there.
The ability to hide New and Edit buttons can be used when you want to prevent users from creating/editing records via default interface and intend to do it with the help of or .
Also there is the ability to hide Print/Export/Send buttons on views. While it can’t protect data from stealing, hiding these buttons may help to complicate it.
You may also configure user interface settings from a particular– just click on a role name link. In that case you’ll be able to configure role’s user interface settings for all tables in one click.
Next: Managing Access for Table Records