How to customize which record information appears in the side panel of a card or form

Jestor's "record data" tool, which sits in the side panel of a card or form, lets you choose exactly which fields appear there and in what order — instead of automatically showing every field on the record.

Why does customizing the data shown in the card sidebar matter?

Showing every field on the record in the sidebar, with no filtering, clutters that area with information that's irrelevant to someone who's just there to check the essentials.

How to customize data display in the card sidebar?

In the form editor, the "record data" block has its own edit icon, which lets you reorder fields or remove the ones that don't make sense to show there.
You can remove generic fields, like title or last updated date, and prioritize the ones that actually matter for that process.
Field order is also adjustable.
The result is a leaner sidebar, with more useful information.

Available action	Affects stored data?
Reorder fields	No, display only
Remove field from sidebar	No, display only

To customize the record data display:

In the form editor, open "record data."
Use the edit icon to drag and reorder fields.
Remove the fields you don't need and save.

Why choose Jestor to show only what matters on each card?

Giving this fine-grained control over what appears in the sidebar keeps each card from turning into a generic list of every possible field.

Frequently asked questions

Does this customization apply to all users or just me?

It's configured in the form editor and applies to everyone using that process.

Can I remove a field and add it back later?

Yes, the field list can be adjusted at any time in the editor.

Does this affect the data stored on the record?

No, it's purely a display setting; no data is deleted from the table.

Do I have to show every field?

No, you can remove any field that doesn't make sense to display in that sidebar.

Reference video

Check out the Jestor YouTube channel for more content like this.

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