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Overview
On all OOONA manager pages, the grid layout is customizable, allowing you to show, hide, re-position or change the width of the columns according to your preferences.
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Click and hold the column title.
Drag the column title to the required location.
As you drag the column, be aware of the white drop marks in between the column titles
- these indicate where the column can be dropped
Drop the column title at the required location.
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You now have multiple saved grids, which will be displayed in the dropdown list:
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Toggling between saved grids
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Click “Grid layout” (fig 1)
Select the required grid (fig 2)
Once selected, your page’s grid will revert to the new selected grid
Click “Close” to finish (fig 3)
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Setting a different existing saved grid as your page default
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Click “Grid layout” (fig 1)
Select the grid you want to delete from the “Select” pull-down menu (fig 2)
Click “Delete my grid” (fig 3)
Click “Close” to finish (fig 4)
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If you deleted your page default grid, make sure to set another grid as your page default |
Setting a System Grid layout
A System Grid layout is a grid that is applied to all users that didn’t already set a system grid for themselves.
A system grid is saved separately for each page and can only be set by Administrators.
To set a System Grid layout:
Perform all the required changes on the page (reposition, change the column width, hide/show column, etc..)
https://ooona.atlassian.net/wiki/spaces/OHC/pages/844660737/Customizing+a+page+layout+grid+layout#Customizing-the-page-layoutClick “Grid layout” (fig 1)
Click “Set current grid as the new System default grid” (fig 2)
The yellow text line will be added to indicate that the applied system grid is a customized one, and not the OOONA default grid (fig 3)To delete the customized system grid (saved by any Administrator), click “Delete the new system default grid” (fig 4)
To reset the grid for this instance only to the OOONA default grid, click “ Reset to Ooona default grid” (fig 5)
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Public grids
Public grids are grid layouts that can be applied by any user in the system.
These grids can only be created by users with the required role.
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Applying public grids
Any user can access the existing public grid layouts from Grid layout
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The ability > Select a public grid layout:
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From this page, select the desired grid layout using the “Select” column (3):
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Once the grid is selected, it will be applied to the page.
From this point onward, the grid can be further customized.
The original public grid will be unaffected.
To save the grid or any changes done to it, it needs to be added to the personalized grid of the user by adding a name (4) and adding it to the selection (5).
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Adding public grids
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Required role: Can create public grid layouts |
Users with the required role can, when saving grids, also add them as public ones.
Creating a new public grid
To save a new grid as a public grid:
Give the new grid a name
Enable “Add as a public grid layout”
Click “Add to my personalized grids”
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Converting an existing grid into a public grid
To convert an existing grid into a public grid:
Select the required grid from the selection
Enable “Add as a public grid layout”
Update the grid
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Locking columns in the system grid so that users will not be able to show/hide them
The following functionality is currently only available on the following pages:
Sales dashboard > Orders page
Sales dashboard > Tasks page
My tasks page
Pool tasks page
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If you wish to add this functionality to additional pages contact OOONA |
When only saving a system grid while a column is disabled, it will only hide the column on the default view. Non-administrators can enable it back from the page’s column list (three vertical dots).
To prevent this, columns can be locked so that non-administrators will not be able to show them and vice versa. Columns can be locked so that users will not be able to disable them.
first, enable/disable the column on the required page.
Click “Grid layout” (fig 1).
Click “Limit columns that can be hidden/shown” (fig 2).
Double-click the required column name in the list to select it for locking (fig 3).
If the column is enabled on the page while locking, non-administrators will not be able to disable it.
If the column is disabled on the page while locking, non-administrators will not be able to enable it.
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