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How do I edit a view in the Move Transactions App?

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Updated on June 29, 2020 05:25AM by Admin

  • In the Move Transactions App of Apptivo, navigate to the left navigation panel and click on the “My Views” section.
Home Page

  • You can see the list of views created in the My Views section. Click on a view to display the records associated with it.
  • In the My View page, you can add or remove columns from the Display dropdown. You can also choose a different column set for the selected view.
Display Dropdown

  • Now, click on the edit icon.
View Selected

  • The Edit View popup will appear. Here, you can change the name of the view. In addition, you can enable the corresponding toggles to save the changes in columns and share the view with other users.
Edirt View

  • On clicking save, the changes are updated.
Updated View