Once you set up your Custom Tabs, you may notice that the columns you see do not always show the information you need or are in a different order than wished. You can always customize the view with the “Customize” button on the right side of the screen, but that button only changes the view for you, not for other Users. You can customize the view for whole Groups using Table Layouts. The Customize button in Transactions list General setup Name name of the setup, will be visible in the Custom Tab instead of the “Customize” button Groups Groups or Users that will have access to this Table Layout. If no Group is selected, it will be available to all of the Groups Target which Custom Tab should this setup be applied to Child table layout if the Transactions have any child levels, you can set up a custom Table Layout for each of these levels Child level if you are setting the Table Layout for child levels, type in the number of the level Columns which columns should be visible. You can change their order using the arrows on the left (drag & drop) Here you can see both the Parent Transaction and its Child Transactions have their own Table Layout set up You can set up various Table Layouts for one Custom Tab each Group can have its own view. When you have more views set up, you select the wished one using the arrow that appears in the “Customize” button. Here you can select which Table Layout you want to use The post Table Layouts Custom Setup of Columns in Custom Tabs appeared first on SoftPoint.
In some processes, it may be useful to create relations between Transactions when one Transaction has to be superior to the others. Flowis allows you to create such a structure we call the main Transaction the “Master Transaction” and her subordinates a
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