> ## Content Index
> Fetch the complete content index at: https://blog.jestor.com/llms.txt
> Use this file to discover other available public pages before exploring further.

# How to customize the record data panel
- URL: https://blog.jestor.com/customize-the-record-data-panel/
- Published: 2026-09-16T18:51:05.000Z
- Updated: 2026-09-16T18:51:05.000Z
- Author: Bruno Bannach

Being able to **customize the record data panel** means the side panel of a card shows the fields that matter for that process, in the order you choose, instead of every field the record happens to have. In **Jestor**, you select which appear and reorder them.

## Why showing everything is the wrong default

A panel listing every field is technically complete and practically useless. The person looking for the delivery date scans past fifteen values to find it, every single time.

Worse, some fields simply should not be visible to everyone who opens that card.

What selective display improves:

- The field people need appears first, not fifteenth
- Irrelevant technical fields stay out of view
- Sensitive values hidden from casual viewing
- The panel matching the process rather than the table structure

## What to show and what to remove

| Field type         | Usually keep            | Usually remove                    |
| ------------------ | ----------------------- | --------------------------------- |
| Decision fields    | Amount, deadline, owner |                                   |
| Context fields     | Client, category        |                                   |
| System fields      |                         | Internal title, updated timestamp |
| Rarely used fields |                         | Anything nobody reads             |

## Step by step to configure it

1. **Open the card** and go into the form edit view.
2. **Find the record data panel** settings, marked with an edit control.
3. **Remove the fields nobody uses**, starting with system values.
4. **Reorder what remains**, putting the most consulted field at the top.
5. **Keep the list short**, ideally to what fits without scrolling.
6. **Check with the people who use it daily**, since they know what they look for.

## Why order matters as much as selection

Removing fields helps, but ordering is what makes the panel fast to read. The field consulted most often belongs at the top, and that field is rarely the one the table structure happens to list first.

- **Selective display:** you choose which fields appear
- **Custom ordering:** the most consulted field comes first
- **Per form configuration:** different processes show different context
- **Small change, daily payoff:** the panel is opened constantly

## Frequently Asked Questions

### Can I hide fields from the record data panel?

Yes. You select which fields appear and which do not. See [jestor.com](https://www.jestor.com/?ref=blog.jestor.com).

### Can I change the order of the fields?

Yes. Fields can be reordered so the most relevant appears first.

### Does this change the record itself?

No. It changes what the panel displays, not what the record stores.

## Video Tutorial: Step by Step

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](https://www.jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.