How to create custom views in the Purchase Requisitions App?

Updated on October 15, 2020 04:37AM by Admin

The Purchase Requisitions App of Apptivo allows you to create your own views depending on the criteria configured. In addition to the standard views provided by Apptivo, you can also create your own views and make it available for your users.

Steps to create custom views

  • Log into your Apptivo account and navigate to the Purchase Requisitions App. Here, you can see the list of views available in the left panel.
  • Go to My Views and select the (+) icon.
Home Page

  • The Create View side panel will appear. Here, you can add the condition based on which the records are to be filtered in the view.
Create View

  • Here, it is configured to filter the records only when the item is LED TV. Click the search icon.
Select Item

  • The search results will come into view. Select the Save as View button to create a new view with these results.
Search Results

  • The Save as View popup will appear. Here, add the name for the view. You can also share this view with others.
Save as View

  • On selecting create, a new view is created.
View Created

  • You can access it anytime from the My Views section in the left panel.
View Page