Customize Form Layout

Each table in the system has a certain form associated with it. Forms are used to add, view and modify table records (accordingly we distinguish two form modes: the View mode and the Edit mode). When you create a new table, you are asked to specify names and types of table columns. When the table is created, the system automatically generates the form basing on the table columns. Such form is assigned to all users in the Edit and View modes by default.

To make the form handy and intuitive you can

add sections

add text

arrange and edit columns

edit sections

reorder form elements

If some fields should not be displayed to some users or should be hidden/shown when other fields are filled in, TeamDesk allows you to control form behavior.

To customize form layout do the following steps:

Click the Setup link in the top right corner of the window.

Choose a necessary table and click a corresponding table tab at the top of the window.

From the menu in the main frame select Forms > Customize form layout

The system will display the form layout of the chosen table.

Next: New Sections