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 List Views.

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/Work Order 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/Work Order Name, Status, Billing Status
  2. Summary

    Only in the Service Appointment List View
  3. Relative Time

    Only in the Work Order List View
  4. Priority
  5. Grand Total
 

This view will be selected by default.

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/Work Order Name, Status, Billing Status
  2. Summary

    Only in the Service Appointment List View
  3. Relative Time

    Only in the Work Order List View
  4. Priority
  5. Grand Total
 

Asset 

The following values will be included in the Asset view:
  1. Asset Name
  2. Appointment/Work Order Name, Status, Billing Status
  3. Summary

    Only in the Service Appointment List View
  4. Relative Time

    Only in the Work Order List View
  5. Priority
  6. Grand Total
 

Notes
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

Customize List View

To customize the values that are shown in the list items of the List Views, do the following:
  1. Tap the Customize List View [] icon on the 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 fields 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 that was last saved.
  5. Click Save.
    The newly created custom view will be selected for displaying the list items in the List View.
For appointments, 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.