Define detail view menus

Define detail view menus in kanban report designed for tablet

Menus section enables you to introduce header menu items in to individual records in your kanban report.

To define detail view menus in kanban report:

  1. Navigate to Design page.
  2. Click the tablet icon.
  3. Select the report in the preview.
  4. Select Detail View tab.
  5. Select Menus.
  7. Choose the required action from the list. The selected action is added to the menu list.

On 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 you can add to the menus list. Configure these new actions as workflows.

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