Creating and Using Grid Templates

Creating and Using Grid Templates

If you have used the Grid tools to arrange a custom Grid view that suits your needs well, you may save that particular arrangement of filters, groups, sorts, columns, display items, and even searches as a Grid Template which may be easily recalled later. 

Creating Grid Templates

  1. Use Grid Features, Searches, or both to customize a Grid.
  2. Click Save as Template from the right of the Grid.
  3. Specify how to save your Grid Template:
    • By default Save as new is selected. Enter a name for the new Grid Template.
    • Alternatively, to update an existing Grid Template, click Save as and choose an existing personal Grid Template to overwrite.
  4. Click Save.
    • Optional: Select the Include Search check box to store any active search criteria with your Grid template.
Warning! Clicking Save as Default will overwrite the system default template and make your current layout the default view of this Grid for all Users in your firm. See Changing Grid Defaults for information on properly using this selection.

Loading Grid Templates

  1. Navigate to the Grid that you saved a Grid Template for.
  2. Click Load Template from the right of the Grid.
  3. Click the Template Name to load.
    • Grid Templates saved by other Users in your firm can be accessed by clicking Other Templates. The system default Grid Template is also available in this list.
Tip: Adopt someone else’s template as your own! Simply load the Grid Template from Other Templates and save it as your own.

Renaming Grid Templates

There is no direct functionality to rename a Grid Template. To accomplish this task:

  1. Load the Grid Template.
  2. Save the Grid Template with the new name.
  3. Delete the original Grid Template.

Deleting Grid Templates

  1. Navigate to the Grid that you saved a Grid Template for.
  2. Click Load Template from the right of the Grid.
  3. Click the delete command for the Grid Template to delete.

You can only delete your own Grid Templates.

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