How to customize the record data panel
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
- Open the card and go into the form edit view.
- Find the record data panel settings, marked with an edit control.
- Remove the fields nobody uses, starting with system values.
- Reorder what remains, putting the most consulted field at the top.
- Keep the list short, ideally to what fits without scrolling.
- 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.
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
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