How do I Customize List Layout with my Preferred Column Sets in the Purchase Orders App?

Updated on June 14, 2017 11:28PM by Admin

List Layout settings in Purchase Orders App allows you to customize your fields in your preferred way. You can easily access your preferred section to save your custom views. In order to save your custom columns your account requires the premium or ultimate plans.

Note: In order to save your custom columns your account requires the premium or ultimate plans.

For instance : Consider an employee, who wants to view the purchase orders with the following details PO#, Need by Date, PO Date,Buyer, Status and Tags. This can be created as a list view with the name “Purchase Orders Status”.

Steps to Customize List Layout

  1. Go to Purchase Orders App from app header bar.
  2. Click on “More(...)” icon -> “Settings”-> “Customize App” -> “List Layouts”.

    settings

  3. Click on the “Create” button.

    create

  4. You can edit the name of the column set added using the “Edit” icon.

    edit

  5. Now, you can choose your preferred fields from the “Display” drop-down. For instance, here “Purchase Orders Status” column set is created and “Tags” field is added.

    drop down

  6. Now, the list layout is created. Follow the steps below to view the fields according to your preferred column set.

View Purchase Orders by Preferred Column Set

  1. After customization, go to Purchase Orders App dashboard.
  2. Click on “Show All” from left navigation panel.
  3. Click on “Display” dropdown and select “Purchase Orders Status”.

    choose

  4. You can view the result as shown in the image below:

    view

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