How do I Customize Left Panel Views in Distributors App?

Updated on April 1, 2020 03:29AM by Admin

With the Apptivo Customization, you can customize the Distributors app Left panel Views per your preferences. Usually, the Distributors app helps you to manage all the distributor’s information and handle all activities related to Distributors in one place.

Let's consider, customizing the Left Panel View for the Distributors app.

Steps to follow

  • Login and access the Distributors app from the Universal Menu.
  • Click on the More(...) icon and select Settings.
Settings

  • Click on the Customize App and select Views.
Customize App

  • In the Views Page, you can view the Left Panel Views.
Left Panel Views

  • With the Display Toggle, you can Enable/Disable the Views in the left panel.
Display Toggle

  • Now, the Show All is not visible in the Left Panel.
Show All

  • With the help of List Layout, you can customize the layout of the table. You can create the new list by clicking the edit icon.

Note: Click Here to know how to create the new List Layout.

List Layout

 

  • With the Security Privilege, you can customize the views according to the Security Privilege. For example, if you want to show the Show All only for the employees who have the privilege to Manage Distributors you can select the Manage Distributors in the Security Privilege.
Security Privilege

  • You can create the new privilege, by clicking the Create Privilege as per your business need.
Create Privilege

  • You can view the Changes in the Distributors Home page.

Home Page