System Buttons included in View
If you click on any View name listed in the left menu, this view will be opened, and you’ll see the following buttons at the top of it.
Newbutton allows adding new records to a table. If you click on this button, the Add New Record form will be opened.
- Use the
Exportbutton allows exporting the view data using the following formats:
HTML. If you need to export file attachments, use the tdbackupwin tool; otherwise, only attachment names will be exported.
- To send the view data to any email, click on the
Sendbutton and fill in the following form:
- TeamDesk users have the ability to hide columns from the views and show them back by clicking the
Customizebutton located in the view header.
When a user needs to include/exclude columns from the view, they can check/uncheck them in the
Customizebutton dropdown and click on the Update button. In case all columns should be displayed, click on the
Moreover, TeamDesk users can apply a custom sort order by clicking column headers.
Changes made by the user do not affect other users or application setup and can always be restored back to the default state.