Configure Default Columns

Administrators have the ability to customise the column layout in a form register. This allows users to set up their form registers with the data that they want to see immediately when a list of forms is loaded from the menu.

The new columns will take effect when the form register is reloaded.

Searching more than 1 form type results in the default set of columns to be loaded and not the custom columns configured.

Default columns configured for a form type will be copied across in these scenarios:

Creating a new project from a template
Using the form push utility
Using the form import utility

Customise Layout

1. Go to configure.

2. Click on Form Types.

3. Choose the form you want to configure.

4. On the right hand pane, click on the Configure Default Columns button.

5. The next screen will show current columns configured on the left and available columns that you can choose from on the right.

Add New Columns

1. Click the tick box next to the available field you want to display and it will automatically be added to the list of columns on the left.

2. To save this new layout click on Save and then confirm.

Remove Columns

1. Click on the Remove button next to the list of configured columns.

2. Click save.

Reorder Columns

1. Click and drag the columns up or down as needed to reorder the set of columns.

2. Click save to save the new order.

Rename Columns

You can customise the description of the column's direction from this page. To rename a column header:

1. Click into the title column and edit the description.

2. Then click Save.