Fields that aren't dragged onto the layout are not shown to users.įor more information, see Layouts.
The top toolbar offers Undo, Redo, options to add or remove rows and columns, controls for section headings and tabs, and more. Drag and drop the fields into place on the layout. Each available field is listed on the left sidebar, which you can search to find specific field names. The Layout tab controls how record forms appear for power and end users. When you create a new field, it won't appear on any forms until you add the field to the layout and grant permission for groups to view it. This tab also shows icons currently used in other tables, provides a selection of icons, and offers a way to upload additional custom icons. The Graphics tab is where you can select the icon used to represent the table and set certain icon properties, such as how the icon displays in the left pane. Hide the table label from certain groups.Apply a saved search automatically when the table is opened from the left pane.Choose whether the table is deletable or not.The General tab allows you to configure several settings: Use the following tabs on the Table Wizard when you create or edit a table or subtable. This both deactivates the table and hides it from users. Go to Setup > Tables and select the table in the tree.You can't deactivate a subtable directly if you need to remove a subtable, but keep the parent table, select the subtable and click Hide. If you deactivate a table, it is disabled from use and hidden from users, without deleting those elements that other tables might be using.ĭeactivating a table also deactivates and hides all of its subtables. Deleting a table also dismantles its linked fields, actions, and rules, which might be connected to other tables behind the scenes. It's almost always best to deactivate a table rather than delete it. Go to Setup > Tables and select the table in the tree.If the table isn't in the navigation menu:.If the table is included in the navigation menu, expand it and click Setup .If you need to add new default fields, it's usually best to do it outside of working hours. This process can take a long time in a live system, and the process also locks all the tables, preventing users from working with records. If you add new default fields, they are added to all existing tables. Click Setup in the navigation menu and configure the rest of the settings.This makes the new table appear in the navigation menu for easy access and further configuration. Select the "Add this table to the following navigation menus" checkbox and choose the appropriate menus.You can also set different icons to use when the table is deselected or when this table is the last one the user opened. On the Graphics tab, choose an icon for the table.On the General tab, enter a Table Label, which automatically populates the plural label and table name.Before fully configuring the table, it's wise to set only the necessary options and then create the table, to make sure the system creates the table successfully.An existing table to create a new subtable.
USE LABEL WIZARD TO CREATE RECORD FULL
To act on the entire table by hiding or deleting it, or to create a new table or edit multiple tables, click the Setup gear in the top-right corner and click Tables to see the full table tree.įrom Setup > Tables, you can Hide or Unhide a table from all users, Deactivate existing tables to completely disable them in the system, and Print Fields for all Tables to quickly create an Excel reference sheet of all fields in all tables. To edit a single table, simply expand it in the navigation menu and click Setup. When editing a table, you can customize it in a variety of ways, such as its permissions, fields, actions, rules, and more. The Table wizard is used to act on whole tables, including creating and editing them, and even hiding or deactivating them.
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