Manage Order and Visibility of Table Columns using Table Editor

Prerna

Last Update há 7 meses

What is this article about?

  • Learn how to adapt the default structure of your data tables and specifically the default visibility of columns, using Logward's No-Code component 'Table Editor' 


Who is this article for?

  • Customer Admins who create and maintain tables, as well as users who have the AddOn Permission to access the Table Editor


Introduction

All tables in your account are created using Logward's no-code component, the 'Table Editor', and can be fully customized to align with your business processes and the data structure of your objects, such as Purchase Orders, Transports, or Warehouses.


Without the need for engineering support, you can define required columns, specify and restrict the accepted data types, formats and values for each, and manage the visibility of data fields across the entire account.


This guide will explain how to control the default order and visibility of columns in a table for all users.

In addition to these account-wide settings, customer admins can further refine column visibility based on user roles, as well as set up various filters and list views to tailor table appearances for different use cases.


Step-by-Step Guide

1. Navigate to the Table Editor

Open the table for which you want to adapt the default order and visibility of columns, access the menu 'Edit' and select 'Table Editor' from the toolbar:

2. Adapt the Column and Field Visibility for a Table and its Forms

Click on the 'gear-icon' on the right side of the data field for which you want to review and adapt the visibility:

A new window opens, which displays general details and settings for this field. From the sidebar, select the view 'Visibility':

In this view, you find two toggle options:

  1. Hide in all views: 
    • This option is set to false by default
    • If activated, the selected field will neither appear as a column in the table, nor will it be visible on the form view
  2. Show in list view:
    • This option is set to true by default
    •  If deactivated, the selected field will only be visible in the form view, but it will not appear as a column in the table
Once you adapted the field visibility, click on the 'Save' button at the bottom of the window. Your changes will be implemented immediately.


Note: Field visibility settings in the Table Editor apply across the entire account. If a field is set to 'visible' here, you can still restrict user access based on role-specific permissions. However, if a field is set to 'hidden' in the Table Editor, it will be unavailable in the table and the form views for all users, regardless of their role.

3. Adapt the Column and Field Sequence for a Table and its Forms

During the creation of a table, your data fields are listed in the sequence they are added. Using drag and drop, you can change the sequence of fields at any time. Simply click and hold the indicated icon to move a field to a different position:

Once you adapted the order of fields, click on the 'Save' button at the top of the list. Your changes will be implemented immediately:

Note: The field sequence set in the 'Table Editor' defines the default order of columns in the table, as well as the order of fields in the form views, for the entire account. Additionally, users can customize this default layout to suit their workflows, by creating and saving list views.

This guide is part of a series. For more insights, such as creating List View Templates or refining User Access to Tables, have a look into the related articles below.
If you have additional questions, please do not hesitate to reach out to us at: [email protected]

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