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How do I customize left panel views in purchase orders app?
Updated on November 25, 2020 06:47AM by Admin
Views are the filters found on the left side menu of the home dashboard. It can be configured as per your needs.
Steps to Configure Views
- Log in and access the Purchase Orders App from your universal navigation menu.
- Click on the More(...) icon and select Settings.
- In the settings page, click on the customize app and select the Views from the left panel.
- Under the Left Panel views, you can view All Views and Enabled Views.
- In the Enabled views, you can view all the list of Enabled views in this tab.
- In All Views Tab, you can view all views including the Disabled views.
- You can Disable/Enable views according to your needs. You must select at least one view.
- For instance, here the By Tag is disabled.
- Once you have enabled/disabled the filters, the changes will be Auto-Saved.
- You will see all the views that you enabled in the left panel view of the purchase orders home page. By Tag will not be visible.
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