How do I Customize Left Panel Views in Work Orders App?

Updated on January 9, 2018 04:51AM by Admin

Views are nothing but filters. They can be accessed in the left navigation menu. Views can be configured and set as per your requirements in the left  navigation bar of the Work Orders dashboard.

Lets quickly go through the steps to configure view settings in this app

Steps to Configure View Settings

  1. Log in and access Work Orders App from your universal navigation menu bar.
  2. Click on "More(...)" icon and select "Settings" located at the app header bar.
    work orders settings
  3. Click on "Views" under "Customize App" from the left navigation panel.
    views under customize app
  4. You can view the following menu types:
    • Show All
    • By Queue
    • Dispatch Calendar
    • By Status
    • By Tag
    • My Views
    • Shared Views
      left panel views toggle
  5. You can enable/disable views according to your needs, by using the Toggle.
  6. Select atleast one "Menu View" to be displayed. If not, a warning popup will appear.
  7. The changes made will be auto-saved.
  8. You will now see the enabled views in left panel of Work Orders App home page.
    menus in left navigation panel

Why can’t I View the Menus in the left navigation?

  • You might have Toggled OFF the menus like "By Queue" and "By Status" in the views setting. Follow the above steps to get the display menu.

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