How do I create custom views on the Estimates app?

Updated on June 15, 2020 07:29AM by Admin

  • Login and access the Estimates App from the Universal Menu.
  • Click on the More(...) icon and select the settings.
Estimates

  • In the Settings, click on the Customize App and select the Views.
Settings

  • In the Views page, click on the create button.
View

  • In the Create view, add the Title and the Description.
Create view

  • You can set the privileges access by selecting the Privilege Dropdown.
  • Select the required list from the List Layout Dropdown.
Privilege

  • With the Display Toggle, you can make the custom view enable/ disable.
Display Toggle

  • In the Criteria section, select the attribute in the insert attribute dropdown and set the criteria with the operators and the values of the related attributes.
  • Here, the custom view is for the last 6 months Expired Estimates.
Criteria

  • After setting the criteria, click on the create button.
Create

  • Custom View will get created and will be displayed on the list.
View List

  • Now, go to the Estimates home page, you can view the created custom view on the left panel.
Home page