Saving Grid Layouts

Saving Grid Layouts is a convenient way to save commonly-used filters and views

If a user is manipulating or filtering a grid in the Find screens, they have an additional option of saving a layout.

To save all the settings of the grid (including columns, column order, and filters)

  • right-click on any column heading
  • Select Save Layout
  • Give the Layout a name
  • Click OK

As a result, a new button will appear at the bottom of the grid, allowing the user to easily return to this layout whenever needed.

Tip: The Find screen layout buttons can be conveniently moved from left to right across the bottom of the grid and deleted as desired.

This feature is particularly beneficial for users who frequently utilize the same grid settings.

Right-click on the Layout button to open the layout options menu. This allows you to move, edit, or delete the Layout