How to Create and save multiple column layouts 

Using the Layout button on select data grids throughout the platform pages, you can hide/unhide columns, specify the order of columns, and define the data sort to be applied on the page.

Each user who has access to the page now has access to create and save different views of the same data grid.   

Scenario

On the main Jobs page (Jobs>Jobs), you might want to see two distinct views of job data. 

View 1: Specific set of columns sorted by Job Manager
View 2: Specific set of columns sorted by Client

Steps 

1. Click the Layout button to bring up the default Accountability view and company-specific views that your agency Accountability Admin has made available to you, if any. 
2. To create a custom view, you can:
   1. Change the Column Order as desired by clicking on the up and/or down arrow to the left of the column name 
   2. Change the Data Sort Order by choosing the corresponding number from the drop down list.  This will allow you to dynamically change the column sort on the main screen as well.  
   3. Hide or unhide columns by clicking on the eye next to the name.
3. To save the view you just customized, click: 
   1. Save As to save it as a new view.   You will be prompted to give this new view a name. 
   2. Save to override the current view.   Note that only users with access can override a company-level view. 
4. Once you have created different views of the data, you can easily select the view you want to use selecting it from the Views dropdown list and clicking Save.

Share views with additional users 

Users with required permissions (their user access group must have access rights to the ‘Column Views – Publish Rights’ function) can create a view and Publish that view to other employees/users.

Scenario:

Let’s say for example I wanted all of the agency job managers to use the ‘Job Manager view’ I created – in other words, I want them to look at the Jobs Search page in the exact way I have defined it – I would click ‘COLUMNS’ – select my ‘Job Manager View’ – click ‘PUBLISH’ – select the employee(s) I want to publish it to – then finally click publish. That view will now be available to each selected employee. There are some publishing options:

• • Check the box ‘Make it as the default view’ – this means that this will become the default view of Search Jobs for all of the employees I published it to
  • Check ‘Send Message and Email’ – this allows you to notify the employees that you have published the view for them

Publish default views to users

Users with required permissions (their user access group must have access rights to the ‘Column Views – Company Default Rights’ function) can create a view and set that view to be the default view of all employees in your company.

Scenario:

Let’s say for example I wanted every person in the agency to see a specific set of columns when they Search Jobs of the agency job managers to use the ‘Job Manager view’ I created – in other words, I want them to look at the Jobs Search page in the exact way I have defined it – I would click ‘COLUMNS’ – select my ‘Company Default’ in the views drop down – click ‘SAVE’ –That view will now become the default view for every employee in the company.