Customising the Interface

As a companion post to the update for users here, this post for system administrators explains how to customise the new features in this release.

Navigation menu administration

As a reminder, views can be organised into groups by adding the group name into the viewname, with a dash separating them – see the last part of this blog post. If you’ve already set up groups, these will carry through into the new interface.

Any views which are not in a specific group will be placed in a new group named as per the tile.

The explanations which appear under each view name come from the view descriptions as entered in the admin interface. Go to the manage tab of a view to edit its description.

Controlling hierarchy view

The hierarchy header is displayed when a record contains a relation to another, however as an administrator you can control when this happens.

To make a relation appear as a ‘parent’ of a record, simply move it up to the top of the screen, in the fields tab of the table. Similarly, move it down to take it out of the header area. It will be displayed as a parent if it’s the first field in the table, excluding special fields: cross references, titles, images and auto-generated number sequences.

Source: Agilebase