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:

Navigate to your Form.
Sort and filter your Table, as needed.

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

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

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

To add columns to the "Selected columns" list, click the checkbox next to the fields you want to view from the "Available columns" list.
You can select all of the fields on a form by clicking the checkbox next to the form name.

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.

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.

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

You created a custom view.

Click “Save” on your “Untitled” personal views to save and rename it.

Alternatively, you can rename your personal local view by clicking “Rename”.

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.
Optionally you can share your personalized view with your Database users by clicking on the Custom view and selecting “Set to shared.”

Shared views permission is a prerequisite for this function. For more information, see Understanding permissions.

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.