Grid Views
Learn how to create and save Personal Views and Company Views to streamline use of interactive grids.
Written by Jess Hamilton
Updated at November 26th, 2024
Table of Contents
Grid Views allow Titan Cloud Edge users to customize how data is displayed in the interactive grids they use every day.
Note: Interactive grids are available on all newly refactored pages in Titan Cloud Edge, however some pages contain legacy grids with limited functionality.
As we continue to optimize our software sitewide, more pages will be updated to include the fully interactive grids.
View Types
At the top of any interactive grid, the View drop-down menu contains a list of your available saved views. The view you select determines how data is displayed in the grid.
The following view types are available:
- Company Views: Custom views created by someone in your organization and visible to all users in your organization.
- My Views: Custom views created by you and only visible to you.
- Default Views: Standard views created by Titan Cloud software visible to all clients
Tip: The first time you log in, a Default view will be selected. But each time you log in, Titan Cloud Edge will remember your most recently selected view and display it for you!
Access
| View Type | Can select a view in this category | Can create a new view in this category | Can edit a view in this category | Can save a personal copy of a view in this category | Can delete a view in this category |
|---|---|---|---|---|---|
| Company Views | All users | Permission required | Permission required | All users | Permission required |
| My Views | All users | All users | All users | All users | All users |
| Default Views | All users | None | None | All users | No user |
All users have access to select, create, edit, and delete My Views.
All users have access to select or create personal copies of Company Views and Default Views.
To create, edit, or delete Company Views, the user's User Role must have the "Can Create Company Views" setting enabled in the Extended tab.
Tip: Just need to tweak a Default or Company View? If you do not have permissions to edit the current view, follow the instructions below to save your adjustments as a new personal view under My View!
Create a New View
Any time you make adjustments to a grid's selected view (filtering results, grouping by column, etc.) the pencil Save View As icon becomes clickable.
Click the pencil Save View As icon to create a new view using the grid's current configuration.
The Name you provide will be added to the View drop-down menu.
If you have access to create Company Views, you may select My View or Company View as the Category.
Tip: Remember, Company Views are added to the View dropdown for every user in your company and My Views are private to just you!
Click Save.
Update a View
Any time you make adjustments to a grid's selected view (filtering results, grouping by column, etc.) and you have access to edit that view, the Save button becomes clickable.
When you click Save, all of your current configurations will be saved to the selected View.
Note: If you are saving changes to a Company View, clicking Save will apply the changes for ALL users.
If you're not sure you want to share the updates with everyone, create a new Personal View using Save View As instead!
Reset View
The Reset icon will revert any customizations you've made to the last saved version of the current view.
Delete View
The Delete icon will remove the currently selected view from the drop-down list.
Note: Deleting a Company View will remove it for ALL users!