How to create a view in the Teams app of Apptivo?

Updated on December 28, 2020 05:43AM by Admin

The Teams app of Apptivo enables you to create a custom view that meets your business purpose. It is a great method to easily list out the desired records and remove any redundancy.

Steps to create a view

  • Log into your Apptivo account and select the Settings from the App Header of Teams app.
  • On the Settings page, go to Customize App → Views in the left panel. The View page will come into view.
  • Click create to create a new custom view.
Teams App
  • The Create View side panel will appear. Add the title and description of the view.
  • You can also set the privileges for the view. Only those employees who have the selected privilege can access the view.

Note: The privileges for the employees are configured from the Employees App.

  • Choose a list layout for the view. Based on the selected list layout, the attribute will appear.
Create View

  • Enable the display toggle to keep the view active.
  • In the criteria section, add the condition based on which the records should be filtered.
Criteria

  • Once the configuration is complete in the View Builder, select Create. The Custom View is added to the View Builder.
View Created

  • Go to the Home page of the Teams app. Select your created custom view from the left panel.
  • The records that satisfy the criteria will be displayed.
Active Team