How to Customize the Connected Records Tab on a Card

To customize the connected tab on a card, you choose which related tables appear, which of their fields show, how they are ordered, and whether users can add records from there.

Why the default panel gets ignored

A connected panel showing every field of every related table is too much information to use.

Columns nobody needs taking up the panel
Closed deals listed alongside open ones
Related records in an unhelpful order
Users adding records where they should only read

What you can control

Which tables appear and in what order
Which fields of each one are shown
Read-only, locking a table against editing
Filters, excluding records that are not relevant — closed deals, for example
The add button, hidden when records should not be created from here

How to configure it in Jestor

Open the Super Form editor in Jestor from the card.
Find the connected panel and choose to edit it.
Reorder the tables so the most relevant appears first.
Select which fields of each table are displayed — title, client, stage, quantity.
Set a table to read-only, apply a filter, and hide the add button where appropriate.

Why choose Jestor for card layout control?

Jestor applies the filter at the panel level, so a card can show only the related records that matter right now — open deals rather than every deal ever recorded for that client.

Read-only and the hidden add button are separate settings, which means a panel can allow editing existing records without allowing new ones to be created.

Frequently Asked Questions

Can I filter which related records appear?

Yes, for example excluding closed deals. See jestor.com.

Can I stop users adding records from the panel?

Yes, by hiding the add button.

Can I reorder the connected tables?

Yes, and choose which fields each one shows.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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