How to customize the List Layouts in the Properties App?

Updated on August 11, 2022 06:48AM by Admin

List Layout of Apptivo allows you to customize the layout of the records that helps to arrange the information of the records as per your business preferences. It guarantees the exact data by removing redundant information. The properties should be kept on track in order to analyze the information about the business properties and handle them to meet the flourishing business strategies.

Steps to customize the List Layouts:

  • Log in and access the Properties App from the universal navigation bar.
  • Click on the More(...) icon and select Settings.
Properties - Settings
  • On the settings page, Go to Customize App → List Layouts. You can see the list layouts available for the Properties App in the right panel.
  • You can create a new Layout by clicking on the Create button.
Properties - LL Create
  • Select a list for customization. Here, I have chosen the Property Details layout.
  • Click on the Property Details name to change the Name of the layout. Here, I have renamed it Property Information. It will save automatically on clicking outside the Edit area of the name.
Properties - LL Name Edit
  • Now, select Display from the right corner of the list.
  • You can see the set of attributes present in the Property Information list is selected by default in the Display section. To remove a particular attribute, you can untick the particular attribute from the Display section.
Properties - Tick and Untick
  • You can also select the new attributes from Display to add them to the list.
  • Here, I have removed the Site View from the Display section and added the Property#.
Properties - LL Tick
  • Navigate to the Show All page in the Properties App. Click Display’s layout dropdown and select Property Information.
Properties - Show All
  • You can see the updated list for all the records based on your customization.
Properties - LL Final SS