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How to configure field display?

The Field display editor tab controls where a field appears — in the records Table, in the record Card side panel, and whether it is editable there. Operators can also change column order via Columns in the table.

When you need this

  • A field is needed in data but not in the row list (hide column).
  • You want a convenient record form with icons and section groups.
  • You need view-only in the table but editable in the card.

Key terms

  • Table — column in the records table; off — field stays in filters.
  • Card — field in Edit record side panel.
  • Editable in panel — edit in the card (requires Card on).
  • Record card groups — Accordion sections; drag fields from Unassigned fields.
  • Column width, Icon — in expanded Field settings.

Before you start

Step-by-step

  1. Open the table → EditField display tab.
  2. In Field list for each row:
    • Toggle Table.
    • Enable Card if the field should appear in the side panel.
    • Enable Editable in panel if operators may edit in the card.
  3. Expand a row (▼) → Field settings:
    • Label, Icon, Column width.
    • View only in table — non-editable in the grid.
  4. Reorder fields by drag — order matches columns and card.
  5. For card sections:
    • Click Add group, set Group name.
    • Drag fields from Unassigned fields into the group.
  6. Click Save at editor level.

What happens next

The records table shows only columns with Table on. Clicking a record opens the card with chosen fields and groups.

How to verify

  • Hidden columns are not in the table but the field is in Filter.
  • The card shows fields in the right Accordion groups.
  • Read-only fields are not inline-editable in the table.

Other options

  • Temporarily hide a column — Columns → uncheck (personal; Save for filter optional).
  • Custom panel — UI settingsRecord view (side panel) for extra layout.
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