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.

Once you navigate away from the page, the changes will be discarded and the grid layout will revert back to the system default grid layout.

If you want the changes to be saved, you must save them as a customized grid layout.
That way, whenever you navigate to the page, the grid will be displayed according to your preferences.

Customizing the page layout

Hiding / displaying columns

To hide or display columns in the grid:

1. Click the 3 vertical dots icon of any column title (fig 1)

2. Click the Columns option in the menu to open the columns list (fig 2).
   The list contains all column titles available on the page.

3. To hide a column: deselect the column title from the list (fig 3)

4. To display a column: select the column title from the list (fig 4)

Open

Repositioning columns

Columns can be repositioned so that all key columns are displayed first, reducing the need to scroll the page to view them. Less commonly used columns can be positioned last.

To re-position a column:

1. Click and hold the column title.

2. 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

   Open

   

   - these indicate where the column can be dropped

3. Drop the column title at the required location.
   
   

Changing columns' width

The width of all columns can be adjusted.

To change a column’s width:

1. Hover over the fine black line between the column you wish to adjust and the column to the right until the cursor changes to a double line with 2 arrows

    

2. Click, hold, and drag the column title’s edge to the right or to the left to change the column width

Setting a customized grid layout as your page default

When navigating away from a page, all grid changes that were made are discarded.
To save the changes as your page default you must save the grid layout:

1. Make all the required changes on the page. Once done, click “Grid layout” (fig 1)

2. Enter a name for your customized grid in the “Name” field (fig 2)

3. Set the “My page default” switch to ON to set the customized grid as your page default so it would be applied whenever you navigate to this page (fig 3)

4. Click “Add to my personalized grids” (fig 4).
   Once added, your grid’s name will be displayed in the “Select” pull-down menu (fig 5).

Once the customized grid layout is saved, the “Grid layout” button will turn yellow to indicate that a saved grid, other than OOONA’s default grid, is applied on this page (fig 1).

Making changes to a saved grid layout

To modify a saved grid:

1. Make the necessary changes (re-position / change width or hide/remove columns) and click “Grid layout” (fig 1)

2. Make sure your grid’s name is displayed in the “Select” field (fig 2)

3. Click “Update my current grid” to save the changes (fig 3)

4. Click “Close” to finish (fig 4)

Saving multiple grid layouts

Multiple grid layouts can be saved for the same page.

To add an additional customized saved grid layout

1. Make all the required changes on the page. Once done, click “Grid layout” (fig 1)

2. Enter a name for your customized grid in the “Name” field (fig 2)

3. Set the “My page default” switch to ON to set the new customized grid as your page default so it would be applied whenever you navigate to this page (fig 3). To set the new grid as a secondary grid - set the “My page default” switch to OFF.

4. Click “Add to my personalized grids” (fig 4).
   Once added, the additional grid will be displayed in the “Select” pull-down menu (fig 5).

You now have multiple saved grids, which will be displayed in the dropdown list:

Toggling between saved grids

To toggle between your saved grids:

1. Click “Grid layout” (fig 1)

2. Select the required grid (fig 2)

3. Once selected, your page’s grid will revert to the new selected grid

4. Click “Close” to finish

Setting a different existing saved grid as your page default

To change your page’s default grid:

1. Click “Grid layout” (fig 1)

2. Select the grid you want to set as the page default from the “Select” pull-down menu (fig 2)

3. Set the “My page default” switch to ON (fig 3)

4. Click “Update my current grid” (fig 4)

5. Click “Close” to finish.

Deleting a saved grid layout

To delete a saved grid:

1. Click “Grid layout” (fig 1)

2. Select the grid you want to delete from the “Select” pull-down menu (fig 2)

3. Click “Delete my grid” (fig 3)

4. Click “Close” to finish (fig 4)

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:

1. Perform all the required changes on the page (reposition, change the column width, hide/show column, etc..)
   Customizing a page layout (grid layout)* | Customizing the page layout

2. Click “Grid layout” (fig 1)

3. 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)

4. To delete the customized system grid (saved by any Administrator), click “Delete the new system default grid” (fig 4)

5. To reset the grid for this instance only to the OOONA default grid, click “ Reset to Ooona default grid” (fig 5)

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.

Applying public grids

Any user can access the existing public grid layouts from Grid layout > Select a public grid layout:

From this page, select the desired grid layout using the “Select” column (3):

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).

Adding public grids

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:

1. Give the new grid a name

2. Enable “Add as a public grid layout”

3. Click “Add to my personalized grids”

Converting an existing grid into a public grid

To convert an existing grid into a public grid:

1. Select the required grid from the selection

2. Enable “Add as a public grid layout”

3. Update the grid

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

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.

1. first, enable/disable the column on the required page.

2. Click “Grid layout” (fig 1).

3. Click “Limit columns that can be hidden/shown” (fig 2).

4. 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.