Saving Grid Layouts

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: May 17, 2024
3 min read

In e-manage|ONE, grid layouts play a pivotal role in customizing the appearance and functionality of your data views. Whether you're a user making personal adjustments or an administrator implementing companywide changes, understanding how grid layouts function is essential for optimizing your workflow.

  1. Types of Grid Layouts:

    1. User-Specific Layouts: These layouts are tailored to individual users' preferences and override both Marketplace Software default layouts and companywide layouts. Users can save their own layouts and designate them as defaults.

    2. Companywide Layouts: Companywide layouts apply to all users within the organization unless they have set their own default layout. These layouts override Marketplace Software default grid layouts and are managed by administrators.

  2. Hierarchy of Layouts:

    Grid layouts follow a hierarchical loading order:

    • Marketplace Software Default Layouts: These are the original layouts provided by Marketplace Software and serve as the default when no companywide or user default layouts are created. e-manage|ONE updates may prompt administrators to import these default grid layouts.

    • Companywide Layouts: These override Marketplace Software default layouts and apply to all users unless overridden by user-specific layouts.

    • User Default Layouts: User-specific layouts take precedence over both Marketplace Software default layouts and companywide layouts. Each user can save their own layouts and designate them as defaults.

Saving Grid Layouts:

To save a grid layout:

  • Ensure the grid toolbar is visible by clicking the round button at the bottom right of the grid.

  • If there's already a saved layout, clear the text in the drop-down list box, enter a name for the layout, and click the save button. Choose between saving for the entire company or for personal use only.

  • When saving a companywide default layout, click the save button with the hand icon.

  • For personal layouts, choose whether to make it your default and/or public.

Understanding and effectively utilizing grid layouts in e-manage|ONE can significantly enhance your user experience and streamline your workflow. Whether it's personalizing your own view or implementing companywide changes, mastering grid layouts empowers you to optimize your data management processes.

Note: See Build/Use a Custom Query for additional information on how to Save this custom query into your "Queries" panel located on the right-hand side below "Today".