How do I create a custom view in Orders App?

Updated on July 15, 2019 12:12AM by Admin

A custom view is a feature that lets you search & filter the list of Orders, and then select the columns you want and save a shortcut to view for later. This view feature is standard, but the views can filter & display any custom fields that you have configured for your business in the Orders App.

Some default views are provided in the left navigation panel of Orders App. Besides these default views, you can also create and save your own custom views according to your business requirements for your future reference.

For instance: If a Sales Rep wants to view the Orders that are associated with him, then that can be created as a View.

Steps to Create Custom View

Settings

  • Now, you can create views, in the following two ways:
    • Click on “+” icon near the “Views” to create a new view.
    • Click on "Views" -> "Create" button.
Create view

  • In the Create View popup, enter the following details:
    • Title - Enter a title for the view.
    • Description - Enter a description of the view.
    • Privilege - Select the required privilege from the drop down.
    • List Layout - Select the required list layout from the drop-down.
    • Display - Slide the toggle ON to make it visible in the left navigation panel.
    • Criteria - Set the criteria as “Sales Rep = Carter Alan”.
  • Click on the “Create” button.
Custom views in Orders

  • The view is now successfully created. You can edit the view anytime, by clicking on the “Edit View” icon, if needed.
  • The created view will be displayed in the left navigation panel as shown:

Sales Rep Order