Step-By-Step Guide to Customizing Your Forms Tab
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Projects’.
2. Open Forms Tab:
Once you're in the 'Projects' application, navigate to the 'Forms' tab at the top of the page.
3. Manage Columns:
Locate and click on the 'Manage Columns' icon. The 'Manage Columns' menu will appear.
4. Manage Form Submission Columns:
In this menu, you'll find a column for each form submission value. Select or deselect checkboxes to hide specific columns.
5. Select 'All Columns' to Hide Remaining Columns:
You can choose to hide all remaining columns at once by checking the box next to 'All Columns'.
6. Rearrange Your Form Table:
On the right-hand side of the menu, rearrange your form table by dragging and dropping each grey box. To remove a column from view, select the 'X' on the respective box.
7. Save Changes:
After making necessary adjustments, click 'Save' at the bottom of the menu.
8. Cancel Changes:
If you change your mind or want to revert changes, click 'Cancel' or the 'X' in the top-right corner to exit without saving.
9. Review Your Updated Tables:
Your adjustments will reflect under both 'Submissions' and 'Pending Requests' tabs. Check these areas to ensure your changes are as expected.