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How to group fields on a form view in TimeTonic

14/11/2024
Find out how to effectively organize a file in Timetonic. Group fields, move columns and optimize the visibility of your data in just a few steps!
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How to Organize Data Groups in Timetonic

Let's see how to effectively organize a sheet in Timetonic to optimize your data visibility. Grouping fields, moving columns and using additional options for a well-structured sheet.

Let's go to our workspace in our opportunities table. I open a sheet. I don't have any view of my grouped fields. I want to organize these fields. I will go to the table options, click on "Organize my fields".

Here we are on the field organizer, let's check the group option, this is where I will name groups to organize my form. I integrate my text and I will then select the columns that I wish to group together. Once the elements grouped, I will organize my columns in the space, drag them to group them together.

Now let's see what our sheet looks like. The sheet is now organized by group, it first opens with all the elements available in my table, and I can select the created group to only see the elements assigned to the group, thus providing a more pleasant data visibility visually.

The position of a group in the sheet is determined by the order of the fields in the table. In the field organization options, I will shift the attachments column to notice that it will end up in the first position in the field group.

An individual way to arrange your field groups is to go to the individual column options, go to advanced options and select a group that has already been created or create a new one by validating it.

Good organization of sheets in Timetonic allows for better visibility and management of your data, by adapting to your needs.

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