Customize Form Layout

Each table in the system has a specific form associated with it. Forms are used to add, view, and modify table records, and there are two form modes: the View mode and the Edit mode. When you create a new table, you’re asked to specify the names and types of table columns. Once the table is created, the system automatically generates the form based on the table columns. This default form is assigned to all users in the Edit and View modes.

To make the form more user-friendly and intuitive, you can:

• Add sections
• Add text
• Arrange and edit columns
• Edit sections
• Reorder form elements

If certain 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 the form layout, follow these steps:

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

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

3. From the menu in the main frame, select "Forms" > "Customize form layout."

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