How do I Customize List Layout in the Invoice app for Mobile?

Updated on July 13, 2020 06:42AM by Admin

In the Invoice app, you can customize the layout of the table view according to your business requirements. In addition, you can customize the layout view of the Mobile as the Mobile Layout.

Note: This customization is supported only in the web version, which will get reflected immediately in your mobile device.

Steps to Customize List Layout

  • Login and access your Invoice app from your Web Version.
  • Click on the More(...) icon and select the Settings.
Invoices

  • In the Settings page, click on the Customize app and select the List Layout → Mobile.
Settings

  • From the List Layout: Mobile page, click on the Create button and select the Blank Layout.
List Layout - Mobile

  • Enter the name for the layout and click on the Next button.
Create mobile view

  • In the Create Mobile Layout, drag and drop the preferred attributes from the Palette section on the right side.

Note: You can add up to 6 attributes in Default and 10 attributes in the Long Press Details Fields.

Default field

 

  • Save the Changes.
Save

  • You can view the created layout on the list.
  • Then, click on the View option from the left menu.
Views

  • Under the Mobile Layout column, select the customized layout from the drop-down for all the views.
  • The changes will get updated automatically.
Views updated

  • Now, go to the Invoice App from your mobile. 
  • The configured attributes will be displayed on the mobile list page and quick view details.
Mobile show all

  • By clicking on the long press, you can view the added attributes.
Long Press