Define detail view menus in kanban report designed for phone
Menus section enables you to introduce header menu items to individual records in your kanban report.
To define detail view menus in kanban report:
- Navigate to the Design page.
- Click the phone icon.
- Select the report in the preview.
- Select the Detail View tab.
- Select Menus.
- Click ADD HEADER MENU.
- Choose the required action from the list. The selected action is added to the menu list.
Upon accessing the application, you will find that the menus are displayed as buttons. Click the respective button to perform the required action.
If the default actions do not meet your requirements, you can always create custom actions that can be added to the menus list. Configure these new actions as workflows.