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Grid & Table Customization

Module: Shared UI Pattern  |  Audience: All Users

Table of Contents

Overview

Every list/grid screen in AMS — Assets, Transfers, Disposals, Audits, Activities, Schedules, Master Data, Users, Roles, Workflow, Floor Plans, Reports, Bulk Upload, and more — shares the same grid customization capability. You can show or hide columns, reorder them, resize them, and save the layout as a named view so you can switch between different column arrangements for the same list.

There is no separate "grid settings" page — all of this is controlled from a toolbar built into each grid itself.

Where It Appears

Path: Any list screen (e.g. Sidebar → Assets)  |  URL: any list route, e.g. /assets

Look for two controls in the table toolbar above the grid:

Control Icon Purpose
Active View dropdown — Switch between your saved views for this list
Customize Columns gear icon Opens a drawer to show/hide, reorder, and manage columns

Customizing Columns

Open the Customize Columns drawer from the gear icon in the grid toolbar. It lists every available column for that list.

Show / Hide Columns

Check or uncheck a column's checkbox in the drawer to add or remove it from the grid. Hidden columns are removed from the table entirely (not just visually collapsed), so hiding unused columns can also make wide tables easier to scan.

Reorder Columns

Use the up/down arrows next to each column in the drawer to move it earlier or later in the grid, or drag a column header directly in the table to reposition it. The arrows are disabled at the top/bottom of the list where no further move is possible.

Resize Columns

Drag the edge of a column header in the grid to widen or narrow it. There's no drawer control for width — it's set directly on the table.

Note: Column width changes save automatically a moment after you stop dragging — you don't need to click Save separately for resizing.

Saving & Switching Views

A view is a named, saved column layout (which columns are visible, their order, and their widths) for a given list. Every list always has a built-in Default View that can't be renamed or deleted.

Creating a View

  1. In the Customize Columns drawer, click Save Preference to persist your current column layout to the active view — or —
  2. Use the Active View dropdown → Create New View, and enter a name.

Creating a new view clones the column layout of whichever view is currently active, so you start from your existing setup rather than the system default.

Switching Views

Use the Active View dropdown in the grid toolbar to switch between Default View and any views you've created. The grid reloads with that view's saved columns, order, and widths.

Deleting a View

Open Manage Views from the grid toolbar to see all views for that list. Every custom view has a delete option; Default View is always shown but its delete control is disabled — the default view can never be removed.

Resetting to Defaults

There are two different resets in the Customize Columns drawer — they are not the same action:

Action Where Effect
Reset to Default Icon at top of the drawer Reverts the columns shown on screen back to the system default. This is local only — nothing is saved until you also click Save Preference.
Restore to Defaults Button at the bottom of the drawer (appears once you've saved a preference at least once) Deletes your saved layout for the current view on the server. The next time you open this list, it loads the system default from scratch.

Tip: If you just want to preview the default layout without losing your saved setup, use Reset to Default and close the drawer without saving. Use Restore to Defaults only when you want to permanently discard your saved customization for that view.

Custom Fields as Columns

Any active custom field configured for a record type automatically appears as an available column in the Customize Columns drawer — no separate setup is needed to make a custom field visible in a grid. Toggle it on or off, reorder it, and resize it the same way as any built-in column.

Per-User & Per-Platform Behavior

Grid customization is personal to you:

  • Per user: Your column choices, view names, and layouts are yours alone. Other users on the same list see their own saved layout (or the system default if they haven't customized anything) — nothing you change is shared or applied organization-wide.
  • Per platform: Web and mobile are tracked separately. If you customize a list's columns on desktop, your mobile layout for that same list is unaffected, and vice versa.
  • Per view: Preferences (columns, order, width) are stored separately for each view you create, so different views on the same list can look completely different from one another.

Related: Getting Started & Navigation · Reports