Managing View Settings
View Setting allows you to control which columns are displayed in the grid, freeze/pin a column range, rearrange the column order, and change the column width by resizing the necessary columns. You can then save your filtered view of a record and set it as the default view, so there is no need to reselect the filters and rearrange the column every time you open the Grid View (List View). For more information, see Managing Views.
To add or remove columns from the grid
- Click the View Setting (
) icon. A View Settings dialog box appears.
- To remove a column from the grid, highlight it in the right section and click the
minus-sign (
) icon.
- To add a column to the grid, highlight it in the left section and click the
plus-sign (
) icon. You can use the search box available above the section to search for a specific field.
To rearrange columns in the grid
-
Click the View Setting (
- In the right section, click and drag a column name to move it before or after another column in the list.
- To move a column up or down one place in the order, hover your cursor over the column name and click the up or down arrow.
- To change the position of more than one column, use Shift-Click to highlight the columns and click the up or down arrow to the right of the section to move the selected columns.
- Click Apply to close the dialog and apply view settings to the grid. Or click Apply and Save to View to apply view settings and save them to the current view (if any).
To freeze/pin columns
Note:
When four or more column items are added to the showing panel, you can enable the Freeze Column toggle.
-
Click the View Setting (
- Enable the Freeze Column toggle. You can see two sliders (one at the top after the first column and the second at the last).
- Click and drag the top and bottom sliders to define the range of visible columns to be pinned.
- Click Apply to close the dialog and apply view settings to the grid.
