How to Edit an Existing Custom Data Grid Layout
1. Go to any data grid. Select an existing custom data grid name from the Layouts drop-down menu.
The custom grid layout you select will be applied to the grid.
2. Click the paper icon next to the Layout drop-down menu.
The Grid Layout window will open with all of the current columns and column ordering settings displayed in the Selected Grid Columns box.
3. Select column names in the list by clicking on them. Multi-select column names by holding down the Ctrl key on your keyboard and clicking on them.
Note: "Pinned" / "Frozen" columns (e.g. "Last Name" and "ID" Number) will always be displayed and will not be available to add, remove, or move in custom grid layouts. If a column name is missing in this window, it's probably because it is a pinned/frozen data column.
Use the "Show All," "Show Selected," "Remove Selected," and "Remove All" buttons to choose which columns you want to display in your custom layout.
Use the "Move First," "Move Up," "Move Down," and "Move Last" buttons to rearrange the display order of the columns.
4. Once you have made changes to your columns in term of names and order in the Selected Grid Column, then click on the appropriate radial button to either "Update Existing Layout" or Copy to New Layout".
5. Confirm that the name of your layout in the Grid Layout Name text box is correct. Make changes to it if you want to.
6. Enter or edit your Grid Layout Description. (optional)
7. Click the Save button.
Your changes to the custom grid layout are saved. The custom layout will be applied to the grid and will be available to you in the future in the Layout drop-down menu at the top of the menu.
Deleting a Grid Layout
If a layout is created by an Administrator, only an Administrator may delete the layout. If a user creates their own layout, they may delete it, but they cannot delete a layout that was created by an Administrator.