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:
Setuplink in the top right corner of the window.
From the setup menu select
Customize existing tables.
Choose the necessary table from the list; click
Editin a corresponding row.
Fill in the table properties that appear in a form.
- Singular Name
- A table name entered in this field is displayed in the Setup Mode as a headline, when you customize table objects like views, columns, documents, etc.
In the User Mode the
Singular Name value is displayed on a record form as a header and in the New Record adding dropdown.
- Plural Name
- A table name entered in this field is shown as a tab name and in the list of tables displayed in the Setup Mode left menu.
In the User Mode the Plural Name value is displayed as a tab name.
- Name Column
- From the list select the column which values will be used to represent table records as a short text. For example, the "Full Name" formula-text column is chosen as the
Name Column. As a result, by default the Full Name value is displayed on the form title.
Also, by default, the Name Column value is displayed in the recycle bin:
Moreover, by default, the
Name Column is chosen in the Record Picker settings. If in the default record picker the Custom Columns are specified, the values of these columns are displayed in a form title and in the recycle bin.
- Tab Color
- Click on the Color icon if you want to change a predefined table tab color to another one. Select a color on the palette opened in the new window. As a result, a table header and headers of all Table views created in this table will be colored.
Please note that the Tab colorization is applied to the User Mode only.
- This option allows you to select icons for table headers (tabs). You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals, and more. The Search box above will help you narrow down the list of choices.
The icon will appear to the left of the table name. Moreover, you can activate the Hide text option if the table name should be hidden in the User mode.
For example, this is the tab with the name and the icon:
This is the tab where the Hide text option is checked:
- This field can hold any developer’s comments that need to be kept for this table. The comments will be visible in the Setup mode only.
Default Record Picker Options
Allow Search checkbox is unchecked in the
Search Options section, the table does not participate in the Search for Keywords results.
Allow Search checkbox is activated, you can specify which columns will be included in the list of search results shown by the Search for Keywords or by the Record Picker search field. You can choose between the
All Columns with Allow find option or the
Custom Columns option. Using the
Custom Columns option, you can select columns, which data will be displayed as search results.
In case you want to exclude the table from the search results, disable the
Allow Search checkbox and no search results will be displayed in this table.
Please note that the Allow find list includes only the physical text columns like Text, Text-Multi-line, Phone, Email, Autonumber, Barcode, URL, and File-Attachment. The other columns like Number, Lookup, Summary, Formula do not include the
Allow findoption, therefore you cannot search in these columns.
TeamDesk allows coloring for particular records or areas. The
Row Colorization option is included in Table Properties and in View 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 edit view settings and add formulas to the row colorization field.
If you want to apply a special colorization formula to certain rows in a table, mark the
Row Colorization Formula checkbox.
The system will expand the
Row Colorization section. Here you can insert colors, variables, functions, and operators into the formula.
For example, to highlight green all records that were added by the user email@example.com, insert the formula:
If([Created By] = ToUser("firstname.lastname@example.org"), "#54C254").
Table properties include the
User Interface section. It controls the 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
Save and New,
Save and Next buttons is controlled there.
More details about
Save and New,
Save and Next buttons can be found and read in TeamDesk blog.
The ability to hide
Edit buttons can be used when you want to prevent users from creating/editing records via the default interface and intend to do it with the help of workflow actions or custom buttons.
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 role screen - just click on a role name link. In that case, you’ll be able to configure the role’s user interface settings for all tables in one click.