Problem: How to edit document view?

Solution: Use Change Form option to customize the form of the document.


1. In order to modify document view per your needs, use option Change form...
Open document and go to More actions > Change form :


2. In Customize form window, choose fields that you need or do not need to display - tick or un-tick fields and press OK or Apply:

Required fields appear or disappear on the tab:


3. To add a column that is not appearing in the list, use button Add field (choose a related field for detailed information):

Chosen field appears on the tab:


4. To change a field format, choose field > press Format in right side and set parameters (for example, precision or date):

Apply settings to receive corresponding view in the document:


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