Manage Grid View

Manage Grid Views allows you to customize individual grids and save the settings for future use.

• A new Manage Grid Views menu button has been added to replace the RESET GRID button. The button will initially display as "DEFAULT GRID VIEW". When open, the menu will give you the following options:

  • Save Grid View button: This allows you to save the current grid settings as a new Saved Grid View with a custom name or a drop list of existing Saved Grid Views you can choose to update.

  • Reset Grid View: This will reset the current grid settings to the "DEFAULT GRID VIEW" settings.

  • List Of Saved Grid Views: A list of all Saved Grid Views to select from and apply to current grid.

  • Delete Saved Grid View: Clicking the trashcan icon allows you to delete a Saved Grid View from the database.

• Once you select a Saved Grid View, its settings will be automatically loaded whenever you return to that specific screen.

• Note that the Company and Date Range selection in the top header of the screen and the item selections (checkboxes) will not be saved in a Saved Grid View. They will continue to be preserved after a "Data Refresh" if you leave and return to the specific screen.

Autosave

• An "Autosave" switch has been added to allow you the option to choose whether changes to the grid settings will be automatically saved to the selected Saved Grid View.

  • The "Autosave" switch option is enabled only when a Saved Grid View is selected.

  • When "Autosave" switch is set to "OFF" or is disabled, changes made to the current view will cause the Manage Grid Views menu button title to change to "UNSAVED GRID VIEW". Any changes made while it is in the "UNSAVED GRID VIEW" state will be lost if you leave the screen without saving.

  • When the "Autosave" switch is set to "ON", changes made to the grid settings will be automatically saved to the selected Saved Grid View.

  • The "Autosave" setting is specific to the Saved Grid View. You can have one Saved Grid View that autosaves and another that does not.

• Your Saved Grid Views will be accessible on all devices and browsers.