How do I customize left panel views in purchase orders app?

Updated on July 21, 2020 06:08AM by Admin

Views are the filters found on the left side menu of the home dashboard. It can be configured as per your needs.

Steps to Configure Views

  • Log in and access the Purchase Orders App from your universal navigation menu.
  • Click on the More(...) icon and select the Settings.
Purchase orders

  • In the settings page, click on the customize app and select the Views from the left panel.
Settings

  • Under the Left Panel views, you can view All Views and Enabled Views.
  • In the Enabled views, you can view all the list of Enabled views in this tab.
  • In All Views Tab, you can view all views including the Disabled views. 
  • You can Disable/Enable views according to your needs. You must select at least one view.
Left panel views

  • For instance, here the By Tag is disabled.
  • Once you have enabled/disabled the filters, the changes will be Auto-Saved.
All Views

  • You will see all the views that you enabled in the left panel view of the purchase orders home page. By Tag will not be visible.
Home Page

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