WHAT IS A GRID VIEW?

A Grid View is a set of columns with optional filters. It can be either Global, visible to all users, or Personal, accessible only to the creator of the Grid View.

grid-view-screenshot

HOW TO ADD A NEW GRID VIEW?

Initially, configure the columns needed for the new Grid View by clicking on the Columns button.

open-columns

You can rearrange the columns in the top section by dragging and dropping items up and down.

configure-columns

If a column is missing, use the search function to find it, then include it in the view by clicking the checkbox on the left side. Adjust the order of columns in the top section if necessary.

add-new-column

To enhance this new view, you can optionally add a filter.

add-filter-to-grid-view

Once everything is set, click on the Grid View label button, then select Save As

open-grid-views-dropdown

… and enter a name for the Grid View. Apply Filters? determines whether chosen filters (in this case, Status=In-Stock) should be part of this view. Make Global? decides whether this Grid View should be available to everyone or kept hidden and visible to this user only.

add-new-grid-view-popup

To set this view as the default for the next time the page is opened, click on the Grid View label button, then select the Manage Views link.

grid-view-manage-default

Choose this new view in the Default View field and click Save.

set-default-grid-view

HOW TO UPDATE A GRID VIEW?

To customize the columns, start by clicking the Columns button.

open-columns

Adjust the column order in the top section by dragging and dropping items.

configure-columns

Add or remove columns as needed.

add-new-column

If any changes are made, the view label will be underlined. Click this view label and then the Save link to save the modifications.

save-updated-grid-view

HOW TO DELETE A GRID VIEW?

To delete a view, click on the Grid View label button and then select Manage Views.

grid-view-manage-default

Once you’ve located the view to be deleted, click the trash icon on the right side and then click Save.

delete-grid-view-popup

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