Define quick view menus

Define quick view menus in timeline report designed for browser

Defining menus helps user perform actions like edit, delete, add, print, export, import, duplicate and view record.

To define quick view header menus in timeline report:

  1. Navigate to Design page.
  2. Select Quick View tab.
  3. Select Menus.
  4. Click ADD HEADER MENU.
  5. 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 collectively displayed as icons. Click the respective icon to select the required action.

To define quick view record menus in timeline report:

  1. Navigate to Design page.
  2. Select Quick View tab.
  3. Select Menus.
  4. Click RECORD HEADER MENU.
  5. 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 menu is not displayed.

To remove header menu label names:

  1. Hover on the menu in the list under header or record menu section.
  2. Click the delete icon. The menu is removed from the list.

On accessing the application, you will find that the menu is not displayed.

To edit header menu label names:

  1. Hover on the menu in the list under header or record menu section.
  2. Click the edit icon. The label name enables editing.
  3. Type in the required name for the menu.
  4. Press enter. The change is saved.

On accessing the application, you will find that the menu's label name is changed.

To remove record menu:

  1. Hover on the menu in the list under header or record menu section.
  2. Click the delete icon. The menu is removed from the list.

On accessing the application, you will find that the menu is not displayed.

To edit record menu label names

  1. Hover on the menu in the list under header or record menu section.
  2. Click the edit icon. The label name enables editing.
  3. Type in the required name for the menu.
  4. Press enter. The change is saved.

On accessing the application, you will find that the menu's label name is changed.

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