Setting up screen views
Configure your screens based on statuses
4 articles
- Questions and playbooksConfigure screens based on their status and add mandatory/required fields
- Add questions & answers to document templatesUse the {Question_Name} and {Answer_Name} variables to show pre-build questions and answers from quotes and jobs on your PDF document templates.
- Setting the visible item columnsCreate item column view sets on quotes and jobs, choose which columns to show or hide, and switch between saved views on any document.
- Setting the visible columns and panel fieldsSet the default visible columns on list screens and fields on panel views. Any user can swap between these.