Zoho FSM | Customize the List View In Mobile App

Customize the List View In Mobile App

You can customize the values that are shown in the list items of the Service Appointment List View.

System Views 

There will be three in-built views available for the set of values you want to see in the list items of  the Service Appointment List View: Default, Contact/Company, Asset. If no value is present for a field, it will be skipped from displaying.

Default 

The following values will be included in the Default view:
  1. Appointment Name, Status, Billing Status
  2. Time elapsed
  3. Relative Time
  4. Summary
 

This view will be selected by default.
 
The entry Relative Time will have the following values:
  1. Scheduled Start/End Time, Date if the status of the appointment is Scheduled or Dispatched.
  2. Actual Start/End Time, Date if the status of the appointment is Completed.
  3. Actual Start Time, Date if the status of the appointment is In Progress.
  4. Duration

Contact/Company 

The following values will be included in the Contact/Company view:
  1. Contact or Company Name based on the sync type between Zoho FSM-Books/Invoice.
Sync Type
Field Displayed
Type I
Company Name
Type II
Contact Name
Type III
Company Name
Type IV
Company Name (if present) else Contact Name
  1. Appointment Name, Status, Billing Status
  2. Time elapsed
  3. Summary
 

Asset 

The following values will be included in the Asset view:
  1. Asset Name
  2. Appointment Name, Status, Billing Status
  3. Time elapsed
  4. Summary
 

Customize List View

To customize the values that are shown in the list items of the Service Appointment List View, do the following:
  1. Tap the Customize List View [] icon on the Service Appointment List View screen.



  2. Choose one of the views and click Save.
    If you want to create a custom view, proceed to step 3.
  3. Click Create Custom View.



  4. Click Add New and select the field you want to add.
    - You cannot edit the fields marked Default.
    - A total of five fields (apart from the fields marked Default) can be added. Also, atleast one field (other than the fields marked Default) must be added.
    - You can Delete [] a field.
    - Long press a field to drag it to a new position.



    Click on Preview to see how the list item will look with this custom view. Click Reset to revert any changes. It will revert to the state which was last saved.
  5. Click Save.
    The newly created custom view will be selected for displaying the list items in the Service Appointment List View.
Besides the Service Appointment List View, customization to the list view will reflect in the following places:
  1. In the Home screen



  2. The appointment details tile located at the bottom of the All Service Appointments Map view screen.



  3. The service appointments list inside a work order.



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