In order to save a grid layout for ease of use for finding and filtering information, follow these steps to ensure your layouts are saved and accessible each time.
Within any grid, you can click on the paper icon (circled) to the right of the "No Saved Layouts" drop-down:
(For our example only, we are using the Active Employee grid columns)
When you put your mouse over the paper icon, you will see that it says "Add/Edit Layout"
Once you click on the paper icon, you will be brought to the Edit Layout Screen.
Here you can perform a variety of functions for your grid. Including:
-
Moving Column Order, options include:
* Move First`````` * Move Up* Move Down- Move Last
- Naming different layouts and providing descriptions
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Saving a layout
* Once you save a layout, they will then be visible in the "No Saved Layouts" Drop-down - Saving a layout as a default layout for that grid
-
Removing Columns - technically you are not "removing" them, but making the columns hidden
* As you can see below, certain columns on grids are not editable. These columns are "Pinned" by the green line, they will always be at the beginning of the grid.
There are a couple different ways to customize your column layouts. You can either click "Remove All" and then select only the columns you want to show.
Or you can select only the columns you want removed. You can select multiple columns by holding the "Ctrl" key on your keyboard.
The example below shows a naming convention for a custom layout. From here, we could click "Default Layout" to make this the layout visible each time we visit this grid, or leave it blank so that it's selectable from the drop-down menu in Layouts at the top of our columns. Simply click "Save" to keep this layout.