Table View

You can customize what information you see in a Form in various ways. This article describes how to select columns and create a custom view within your Form.

Saving a custom Table View

Table view is the default view when you open your Form. To create a custom Table view, follow these steps:

1. Navigate to your form.
2. Sort and filter your Table, as needed.

3. Click on “Views” to open the customization side panel.

4. Click “Select columns” on the “Views” side panel.

5. Select the columns you want to see by adding, removing or renaming columns:

• To add columns to the "Selected columns" list, click the individual checkbox next to the fields you want to view from the "Available columns" list.

• To add all the columns available to the table, click on the checkbox next to This form.

• To remove a column from the "Selected columns" list, click on the red “Delete” button on the column. Alternatively, click on the column that you want to remove and click on the "Delete" button.

You can also click on the column name and click “Delete”.

• Rename a column to change the header in the Table View. This does not affect the Data Entry page. You can also still see the original name for reference. Click on the column and type in the custom column name.

5. Apply your selection by clicking on the "X" mark on the top right corner of the “Columns” side panel.

6. You created a custom view. Enter the name of the custom view and click “Save”.

7. You can rename your personal local view by clicking “Rename”.

7. Create as many personal views as you need.
   Click on your personalized view and click “Save as copy”, and update the columns according to your needs.
8. Optionally you can share your personalized view with your Database users by clicking on the Custom view and selecting “Set to shared.”

11. Switch back and forth between your personal views.

As a Database administrator, you have the option to further customize your and your users' experience by setting a shared (custom) view as default view for you and everyone in the Project. For more information, see Changing the default view.

Preset Selection

You can quickly select multiple columns from your form, and any related forms, using selection presets.

Keep in mind that:

• Selecting a preset overwrites your current selections.
• Once you select a preset selection, you are free to make additional column selections or remove columns as needed. You can always reuse the preset.

Some fields, such as attachment fields, are not selected via the preset selection options.

Default preset

The default selection is the state of the form when you first open the Table View. You can use the "default" preset to reset your selection back to the default state. Click on “Apply presets” and select “Default”.

All fields preset

The "all fields" preset selects all of the fields from the current form you have open in the Table View. Click on “Apply presets” and select “All fields”.

All fields + related fields preset

The "all fields + related fields" preset selects all of the fields from the current form you have open in the Table View, as well as all fields from related forms which are linked via reference fields. Click on “Apply presets” and select “All fields + related fields”.