After selecting the configuration icon located in the upper part of the application window and clicking [Modify View]. In this case, the modification window is opened for the currently opened view.
Layout Management window
The layout management window is divided into two sections:
On the left side, there is a working area which presents the view being edited and which allows the modification of the location of particular elements
On the right side, there is a menu containing the list of editable views, the list of properties of a selected element, and the list of elements available within a selected layout area
Layout management window for Item Preview
For some views (e.g. in the case of Item Preview or Customer Details), the working area is presented in the form of a grid.
Working area presented in the form of a grid
In the Layout Management window displayed for a specific view, it is possible to modify the visibility of:
Tiles
Buttons
Tabs
Columns
Information on the details of document items
Attributes
It is also possible to change the location of some objects (e.g. in the case of column order) displayed as part of a given view.
Example
To present the following information:
Name
Code
Price
Features
Reverse charge
for document items of a new sales order, it is necessary to perform the following actions in the Layout Management window:
In the Views section, select Sales Orders and Quotes → New Order
In the Properties section, specify Layout ID as SalesOrderViewProductDetails
Select a property to be displayed, for instance Item Price
