How do I customize List Layout in the Estimates app for Windows app?

Updated on March 20, 2021 06:18AM by Admin

In the Estimates app, you can customize the layout of the table view according to your business requirements. In addition, you can customize the layout view of Windows layout using the Mobile Layout option in the Web app.

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

Steps to Customize List Layout

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

  • On the Settings page, click on the Customize app and select the List Layouts → Mobile.
  • From the List Layouts: Mobile page, click on the Create button and select the Blank Layout.

  • 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.

  • Save the Changes.
Default View

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

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

  • Now, go to the Estimates App from your Windows device.
  • The configured attributes will be displayed on the mobile list page and quick view details.
Windows List

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