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Create Custom Grid Views

Most grids within Siterra allow you to customize how information is displayed. By default, a specific set of attributes appears in each grid for all users. If customization is allowed on a grid, you can add additional attributes, define the order of information that is shown, change sort options, and even modify how information is formatted on the screen.

Create a new grid view:

  1. Navigate to a customizable grid.

  2. Using the View drop-down menu, select NEW.

    A new window appears.

    If the View drop-down menu does not appear, the grid is not customizable.

  3. In the Name field, type the name of the new view.

  4. Enter a description for the view in the Description field (optional).

  5. Select the Default check box to designate this view as the default view.

  6. In the Usage Level drop-down menu, select Global to make the view available to everyone in the portfolio (requires administrative access).

    Select Personal to only access the view with the current account.

  7. Define the number of rows that is displayed for pagination using the # of Rows in Pagedrop-down menu.

  8. Click Save to create the view and proceed to the next section.

Manage Column Options

On the next screen, a new section appears that allows you to manage the columns on the grid.

  1. Click the right-pointing arrow symbol to move a single, highlighted item from the Available Columns to Selected Columns, or the double right-pointing arrow symbol to move all items. You can similarly remove items by clicking the arrows pointing left.

  2. In Selected Columns, the column order can be arranged by clicking the up-pointing arrow symbol or down-pointing arrow symbol.

  3. A new section, Column Properties, appears when an attribute is selected. In this section, you can adjust the width, alignment, format, sort by direction (ascending or descending order), or make the attribute searchable.

  4. If there are multiple pages of results in the search, you can apply filters to a specific view to better manage lists.

  5. Click Save or Save and Close to save the changes.

Modify Custom View

  1. Select the desired view using the View drop-down menu.

  2. Click on the Customize icon in the grid toolbar.

    The edit window appears.

  1. In the grid's edit window, make the necessary changes click Save or Save and Close to save the changes, or Delete if you want to remove the custom view.

Create a custom grid view.