Set Quick View Layout | Zoho Creator Help

Set Quick View Layout

This page is applicable to all report types except spreadsheet, pivot chart, and pivot table
The list type layouts can be broadly classified as tabular and non-tabular. You can do the following:

To set tabular layout for list report

  1. Navigate to Design page.
  2. Click the web, mobile, or tablet icon to create action item for the required mode.
  3. Select Quick View on the right.
  4. Select Layout section.
  5. Select the first (tabular) layout. You can set the field and layout properties.
  6. Map the fields to specific positions in the layout.
  7. Select the fields. The respective field properties will appear. 
  8. Define their properties.
  9. Click ADD FIELDS button, then select a field to include it in the layout.
  10. Click Close. The changes are reflected in the preview.

On completing layout mapping, the preview immediately reflects the changes made. Access your report. You will find that the records are displayed as per your tabular layout.

Note: You can remove fields that you do not require to participate in a report while setting a tabular layout for it. The delete icon available with each field allows you to remove it.

To freeze columns in list report

  1. Navigate to Design page of your report.
  2. Click the web, mobile, or tablet icon to create action item for the required mode.
  3. Select Quick View on the right.
  4. Select Layout.
  5. Select the first (tabular) layout.
  6. Click the Layout properties button on the top right corner. The Freeze column property will appear on top.
  7. Set the Freeze property as One column or Two columns, as required.
  8. Click Close.

Access the application to view your report. You will find that your list report is displayed with the column frozen based on your configuration.

To set a non-tabular layout for list report

  1. Navigate to Design page.
  2. Click the web, mobile, or tablet icon to create action item for the required mode.
  3. Select Quick View on the right.
  4. Select Layout.
  5. Select a layout other than the first (tabular) one. You can set the field and layout properties.
  6. Map the required fields to the placeholders in the layout.
  7. Select the fields. The respective field properties will appear on top. 
  8. Define their properties.


  9. Click Close. The changes are reflected in the preview.

On completing layout mapping, the preview immediately reflects the changes made. Access the application to view your report. You will find that your list report has assumed the non-tabular layout that you selected.

Restricted Fields

When you add fields to be displayed in the card type layouts for reports, certain fields cannot be mapped to certain placeholders due to type mismatch. Please find below the type and fields that cannot be mapped.

 

Placeholder Type

Fields that cannot be mapped

Title

Multi line, Multi select, checkbox, Rich text, Image, Subform, Signature, File upload, audio, video, notes, AR, keyword, OCR, Object detection.

Description

Signature, Image,File upload, audio, video,notes, AR

Image

File upload

Tiny text

Multi line, Multi select, checkbox, Rich text, Image, Subform, Signature, File upload, audio, video, notes, AR, keyword, OCR, Object detection.


To set a non-tabular layout that has a placeholder for image field

Prerequisite: Your form must have an image field in it to be able to select this type of layout.
  1. Navigate to Design page.
  2. Click the web, mobile, or tablet icon to create action item for the required mode.
  3. Select Quick View on the right.
  4. Select Layout.
  5. Select a non-tabular layout that shows an image. You can set the field and layout properties.
  6. Map the fields to specific positions in the layout.
  7. Select the fields. The respective field properties will appear. 
  8. Define their properties.
  9. Click Close. The changes are reflected in the preview.

On completing layout mapping, the preview immediately reflects the changes made. Access the application to view your report. You will find that your list report has assumed the layout that you selected.

To set size for a non-tabular layout of list report

  1. Navigate to the Design page of your report.
  2. Click the web, mobile, or tablet icon to create action item for the required mode.
  3. Select Quick View on the right.
  4. Select Layout.
  5. Select a layout other than the first (tabular) one.
  6. Click the outer dotted line that encloses the fields. The layout properties will appear on top.
  7. Set the required value for the Size property:
    • Default - Width of each record's layout will be set to 100 pixels (px). The number of records shown per row will majorly depend on the size of your user's web browser's window.
    • Fit x records per row - You can display one to five records per row (depending on the layout). The width of each record's layout will be adjusted so as to fit the defined number of records in your user's web browser's window.
    • Custom - You can set the width of record's layout in pixels. This will come in handy especially when you wish to embed your report in a page or website.

Set quick view layout for Calendar, Timeline, Kanban, and Map reports

To set the quick view layout:

  1. Navigate to Design page.
  2. Click the web, mobile, or tablet icon to create action item for the required mode.
  3. Click Quick View tab in the right panel.
  4. Select Layout section.
  5. Select the required layout from the options provided. You can set the field and layout properties.
  6. Map the fields to specific positions in the layout.
  7. Select the fields. The respective field properties will appear. 
  8. Define their properties.
  9. Click Close. The changes are reflected in the preview.

On completing layout mapping, the preview immediately reflects the changes made. Access the application to view your report. You will find that your list report has assumed the layout that you have selected.

To set the card layout with image field:

  1. Navigate to Design page.
  2. Click the web, mobile, or tablet icon to create action item for the required mode.
  3. Click Quick View tab in the right panel.
  4. Select Layout section.
  5. Select the required layout from the options provided. You can set the field and layout properties.
  6. Map the fields to specific positions in the layout.
  7. Select the fields. The respective field properties will appear. 
  8. Define their properties.
  9. Click Close. The changes are reflected in the preview.

On completing layout mapping, the preview immediately reflects the changes made. Access the application to view your report. You will find that your report has assumed the layout that you have selected.

Related Topics

  1. Understand quick view layout for list report
  2. Understand quick view layout for calendar report
  3. Understand quick view layout for timeline report
  4. Understand quick view layout for kanban report
  5. Understand quick view layout for map report


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series


                                            • Digest


                                            • Functions


                                            • Meetups


                                            • Kbase


                                            • Resources


                                            • Glossary


                                            • Desk Marketplace


                                            • MVP Corner


                                            • Word of the Day


                                              Zoho Marketing Automation

                                                Zoho Sheet Resources

                                                 

                                                    Zoho Forms Resources


                                                      Secure your business
                                                      communication with Zoho Mail


                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times


                                                        Carry your calendar with you
                                                        Anytime, anywhere




                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now




                                                                        Zoho TeamInbox Resources



                                                                                Zoho DataPrep Resources



                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW


                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now









                                                                                                        • Related Articles

                                                                                                        • Set Detail View Layout

                                                                                                          This page is applicable to all report types except spreadsheet, pivot chart, and pivot table. There are two specific predefined layouts for detail view: Summary layout and Block layout. Set summary layout for detail view of a record Navigate to the ...
                                                                                                        • Custom card layout for e-commerce app

                                                                                                          Requirement Display products in a card layout with a button to add required products to a cart. Use Case An e-commerce business uses an order management app to process orders. Products need to be displayed in a card layout with product images, and ...
                                                                                                        • Understand layout designer for quick view of list report

                                                                                                          Layout designer enables you to customize the quick view of your list report. There are a few predefined layouts that are available for quick view. If you have a requirement that is not fully met with using these predefined layouts, you can opt for ...
                                                                                                        • Understand quick view layouts in calendar report

                                                                                                          A layout is the structure that you assign to a report. It decides what part of the content goes where. It makes your application visually organized and comprehensible. The reports in Zoho Creator can be set in suitable layouts that best provides you ...
                                                                                                        • Understand quick view layouts in map report

                                                                                                          A layout is the structure that you assign to a report. It decides what part of the content goes where. It makes your application visually organized and comprehensible. The reports in Zoho Creator can be set in suitable layouts that best provides you ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                            eBooks

                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                            Webinars

                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                              Zoho Show Resources