Assign quick view gestures

Assign quick view gestures in list report designed for phone

When a user makes a certain gesture in your report designed for mobile, an associated action will follow.

To assign on tap of record:

  1. Navigate to the Design page.
  2. Click the phone icon.
  3. Select the report in the preview.
  4. Select the Quick View tab.
  5. Click the Gestures section.
  6. Select the On Tap of Record option.

Upon clicking a record in your report, the detail view of the selected record will appear.

You can also choose the Do Nothing option, which will cause the action to not have any outcome.

To assign on long press of record:

  1. Navigate to the design page.
  2. Click the phone icon.
  3. Select the report in the preview.
  4. Select the Quick View tab.
  5. Click the Gestures section.
  6. Click ADD MENU under the On Long Press of Record option.
  7. Select the required action. It will be added to the list of actions.

On long press of a record in your report, the associated actions like edit, delete, print, duplicate, and view record will be displayed. Select the required option to perform the action.

To assign on swipe of record:

  1. Navigate to the design page.
  2. Click the phone icon.
  3. Select the report in the preview.
  4. Select the Quick View tab.
  5. Click the Gestures section.
  6. Click ADD MENU under the On Left/Right Swipe of Record option.
  7. Select the required action. It will be added to the list of actions.

On swipe of a record in your report, the associated actions like edit, delete, print, duplicate, and view record will be displayed. Select the required option to perform the action.

In addition to the default actions, you can also create and include your custom action to the list. The custom actions that you have created for Header and Record Menus can also be used as actions here.

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