How do I Customize List Layout with my Preferred Column Sets in Supplier Invoices App?

Updated on December 21, 2016 04:40AM by Admin

List Layout feature allows you to customize your SUPPLIER invoice fields in list layout as a section as per your requirement. You can easily access your preferred section quickly to save your custom views.

Steps to Customize List Layout in Supplier Invoices App

  1. Log in and access Supplier Invoices App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar.
  3. Select "Customize App" drop down. Click on "List Layout" from left navigation panel.
  4. You can add your own column set, click on "Create" button.
  5. Customize column set with your preferred fields.
  6. Choose fields from “Display” drop down.
  7. For instance: We have created “Supplier Invoice Status” column set, added  field as shown in the image below:
  8. You can also hide the options by unchecking the field, if needed as shown in the image below:
  9. Now that the list layout has been created, follow the steps below to view the supplier invoices by preferred column set.

View Supplier Invoice by preferred column set

  1. After customization, go to Supplier Invoices App dashboard.
  2. Click on “Show All” from left navigation panel.
  3. Click on “Display” dropdown, and select “Supplier Invoice Status”.
  4. You can view the result as shown in the image below:

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