You can change which columns are displayed in the Approval, Review and Upload folders. This can be changed at a global level for all users or as a temporary once off change.
Change Column view Temporarily
You can do this as a once off by selecting the columns you wish to see from the hamburger menu to the right of the screen.
You can choose from PO #, NL, Comment, Pre Defined Comment, and Last Viewed as a once off using the options as shown in the menu below whilst in any of these folders.
- The column will display when there is a tick beside its name
- The column will not display when there is an ‘x’ beside its name
*Note: Any changes made to the columns from this menu are temporary and will default back to columns selected from Global Settings when you leave the page/refresh your browser.
Change Column view globally
You can also define these columns on a global level from Global Settings.
Follow the below steps to set the columns you wish to see every time you view these folders.
-
Click the cog on the top right of the page and select ‘Company Settings’ from the list.
-
Select ‘Global Settings’ > ‘Dashboard Tiles Config’ from the menu on the left of the page.
-
Configure the options as you would like them to be displayed all the time for all users (can be changed as a once off as explained above).
4. Click ‘SAVE’ to save your changes.