Creating New Columns
The TeamDesk system allows you not only to edit records in tables but also to extend tables by adding new columns to them. To add a new column, follow these steps:
-
Click the
Setup
link at the top right corner of the window. -
Select the table you need.
-
From the setup menu, choose
Columns
>Create a new column
. The system will display theNew Columns
form:
-
Use the form fields to specify titles and types for the new columns:
-
Column Name: In the Column Name field, enter text that will be used as the column title.
-
Column Type: From the Column Type list, select the necessary format for data stored in the column (to learn about available column types, see the Column Types section).
-
Hide by Default: If the box is checked the columns will not appear on the table forms or views by default.
-
-
When finished, click
Save
to add the columns to the system or clickCancel
to discard changes.
Reference, Lookup and Summary columns are special types of columns that can’t be created from the "New Column" form. You can create them by using
Create a new reference column
,Create a new lookup column
andCreate a new summary column
menu item, respectively. You can also create these columns from the relation side.
When adding new columns, you can also use the Suggest Columns
button, and the system will suggest columns that are commonly used for a particular data set based on the table contents:
After you have finished click Save
, and the system will add the new columns to the table. To view the result, click the Exit Setup
link at the top right of the window.