Customizing the Grid

.

Customizing the Grid Customize Button VUE_Training

Inside the Primary Grid:

1. Click the [Customize] button in the Action Ribbon to open the Customize Grid window.

2. To add a new column to the primary grid, click on a specific line in the Available Fields list to highlight the line.

3. Click the caret (>) located between the Available Fields and Selected Fields lists to move the highlighted line to the Selected Fields list.

4. To remove a column from the primary grid, click on a specific line in the Selected Fields list to highlight the line.

5. Click the caret (<) located between the Available Fields and Selected Fields list to remove the highlighted line and move it to the Available Fields list.

6. Follow steps 2-5 as needed until all desired fields have been selected and are in the Selected Fields list.

7. Rearrange the order of the Selected Fields list to determine the column order of the primary grid by clicking and dragging the fields up or down the list.

8. Click the Default Order dropdown and select the column name that will be the primary default column that will be used to automatically sort the grid.

∟ The column name that is selected should be one of the names in the Selected Fields list.

9. Click the Direction dropdown to determine the default sorting order of the grid.

10. Mark the Auto-fit in Grid checkbox to force all columns in the Selected Fields list to all fit within the primary grid.

11. Click the [Save] button in the Customize Grid window.

· To reset the grid to the system’s default settings, click the [Reset to Default] button inside the Customize Grid window.

· The Customized Grid is specific to the user and will not affect other user's grid.