Columns

TeamDesk tables are organized into columns. Each column contains a value corresponding to a specific attribute of a table record, such as First Name, Last Name, Company, and so on:

In Setup mode, Columns are listed on the Columns form, where users can add new columns, create new Reference columns, Lookup Columns, and Summary Columns. Users can also edit or delete existing columns, set Key Columns, and specify Column Access rights.

To access the Columns form, click the Setup link in the top right corner of the window.

Select the table you need.

From the setup menu, choose Columns > Customize existing columns. The system will display a list of columns within the table.

The table column list is grouped by type and sorted alphabetically.

Firstly, you can see the Columns section with all updatable columns.

Next, the Formula Columns section, where all formula columns are displayed with a formula preview.

Then, the References section, where all reference columns and corresponding lookup columns are listed.

Next, you’ll find the Selections section, where you’ll see all detail records along with all summary columns and RecordSet columns.

Finally, the System Columns section, where all system columns are displayed.