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:
Setup link in the top right corner of the window.
From the setup menu select
Tables > Customize existing tables.
Choose the necessary table from the list; click
Edit in a corresponding row.
The following table properties will appear:
|Singular Name||A table name entered in the |
|Plural Name||A table name entered in the |
|Name Column||From the |
|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.|
|Icon||This option allows to select icons for table headers (tabs). You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals and a lot more. The Search box above will help you to narrow down the list of choices.|
|Notes||The Notes 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 into 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 none 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 into Table Properties and into 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.
Row Colorization Formula check box if you want to apply a special colorization formula to certain rows in a table. The system will expand the
Row Colorization section. Here you can insert colors, variables, functions and operators to the formula. For example, to highlight green all records that were added by the user email@example.com, insert the formula:
If(UserToEmail([Created By]) = "firstname.lastname@example.org", "#54C254").
Table properties include the
User Interface section. It controls 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 you may find 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 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 role’s user interface settings for all tables in one click.