How to Customize the Record Data Sidebar

To customize the record data sidebar, you choose which fields appear beside an open card and in what order. Instead of every field on the record, the panel shows only what that process actually needs.

Why showing everything shows nothing

A sidebar listing every field is technically complete and practically useless.

Important dates buried among system fields
Irrelevant information competing for attention
Fields that make no sense for this particular process
Users scrolling a panel meant for quick reference

What to keep and what to cut

Keep	Cut
Forecast and due dates	System fields like "last updated"
Client or contact	The title, already shown on the card
Current phase	Fields irrelevant to this process
Fields driving the decision	Anything nobody reads in practice

How to configure it in Jestor

Open the form editor in Jestor and find the record data section.
Click the edit icon on that panel.
Remove the fields that add no value for this process.
Reorder what remains, putting the most important information at the top.
Save — the sidebar now shows less, but more of what matters.

Why choose Jestor for card readability?

Jestor applies this per form, which means the same underlying record can present differently in different processes. A finance view and an operations view of the same data show different sidebars.

Less information in the panel makes the important fields findable, which is the entire point of a reference sidebar.

Frequently Asked Questions

Can I change the field order?

Yes, fields can be reordered freely. See jestor.com.

Does this hide the data permanently?

No, it only controls what appears in that panel.

Can different processes show different sidebars?

Yes, the setting is per form.

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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