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Table Settings

Accessing and Using Table Settings

To access a table’s settings:

  1. Click the drop-down menu located next to the table name.

  2. Select Table Settings from the menu.

Table Settings Overview

In the Table Settings panel, you can customize:

  • Table Name: The display name of the table in your application.

  • Record Name: The singular name of an individual record

  • Record Display Name: The field used as the primary display value in table views (e.g., a date or a name).

Additional Settings

Use the tabs in the Table Settings panel to configure other aspects of your table:

  • Fields: Manage and customize the fields for this table.

  • Filters: Set up filter presets for data views.

  • Reports: Create and manage reports based on table data.

  • Forms: Design forms for data entry and interaction.

Each of these settings is explained in detail in separate help articles. Refer to the respective guides for more information.

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