Set Quick View Layout | Customize Report | 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.

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


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