How do I Allow Users to Select their Preferred Timesheets Columns (fields)?

Updated on November 30, 2016 04:25AM by Admin

Customizing the Timesheets list layouts you can view the fields of your preferred choice in table format. In order to save your custom columns, your account requires the premium or enterprise plans.
Timesheets List layouts are used for displaying client particular information according to your business requirements.

Steps to Customize Timesheets List Layouts:

  1. Log in and access Timesheets App from your universal navigation menu bar.
  2. Click on “ More image result for more icon icon and select “ Settings image result for more icon located at the app header bar.
    image result to access settingss for using delete feature
  3. Select “ List Layout ” under " Customize App " drop down located at the left navigation panel.
    image result for access security actions to use display dropdown
  4. The new column set can be added using “ Create ” button. Click on it and customize the column set with your preferred fields.
  5. Choose fields from “ Display ” drop down. For instance: We have created “ Timesheet Information ” column set, added “ ID ”, “Start Date”, “ Status ”, “ Created By ” fields as shown in the image below:
    image result for view preferred column sets
  6. The fields or columns can be removed from the Timesheets list layouts by unchecking the field from selection, if needed as shown in the image below:
    image result for unchecked fiels to view preferred column
Now, that the preferred column set has been created, follow the steps below to view Timesheets by list layouts.

View Timesheets by List Layouts

  1. After customization, go to Timesheets app dashboard. Click on Show All from left navigation panel. Click on Display drop-down, and select Timesheets Information. You can view the result as shown in the image below:
    image result for view preferred column

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