Objective
This article will show you how to change the layout of certain pages in the system.
Background
Depending on what information you are viewing and how you like data presented, we support up to three different viewing options across the system. You can also configure your default view in Settings > Preferences. See this article to learn more: Configure Your Personal Preferences
Points to Consider
The different views are only available on StructShare Web
Calendar View will show the Due Date of Requisitions and POs
The Open Activities page allows all three views
The History and Invoices pages allow Cards & Table View
Steps:
How to Switch View between Cards, Table, and Calendar Views
Open Activities page, upper-right corner
How to Filter within the Calendar View
1. After selecting the Calendar view, you can choose between the following options on the right-hand side of the page:
Month
Week
Day
Agenda (list view)
2. You can also navigate between the following options on the left-hand side of the page:
Today
Back (previous day, week, or month)
Next (next day, week, or month)
How to Filter within Table View
1. After selecting Table view, you can choose which Columns to show via the checkboxes.
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Questions?
Live Chat through StructShare:
Email: support@structshare.com
Phone: 929.567.3474