Personalizing Grid Displays

Agency staff can personalize expanded grids to suit their own preferences for working more effectively.

The display settings enable each user to:

  • Search columns by name

  • Wrap text in columns

  • Freeze specific columns

  • Show or hide columns

  • Rearrange column order

  • Reset to the default settings

You can only personalize the display on expanded grids. Once you make the changes, your settings are saved on the page. You can adjust the column width in both condensed and expanded grids, but the changes are only saved on expanded grids.

For more information about expanded and condensed grid formats and controls, see Using Grids.

To personalize an expanded grid:

  1. Click the Display Settings button above the grid: Display Settings icon.

  2. The Display Settings modal page opens.

    Example of the Display Settings modal page

    Display Settings modal page

    The column names appear in a list, where the top-to-bottom sequence represents the left-to-right display in the grid. For example, the first three column names listed under Show Columns will appear as the first three columns on the left in the grid.

  3. Adjust the available display settings.

    Page Element

    Description

    Search

    Enter text in the search field to search the columns by name.

    Wrap Text

    Select the check box to wrap the text in the columns.

    Show Columns and Hide Columns

    Select the check box for a column name to show the column in the grid. When you deselect the check box, the column name row moves into the Hide Columns section.

    Unfreeze icon (Unfreeze) and Freeze icon (Freeze)

    Click the pin icon to unfreeze or freeze a column. When you freeze a column, it's displayed to the left of columns that aren't frozen.

    Drag and Drop Column icon

    Click the icon in the column name row, move the row to a new position, and release.

    Reset to Default

    Agency Staff: Click to restore the agency default settings, as set by your administrator. If there is no default set up by your agency, then clicking this button will reset to Oracle delivered settings.

    Administrators: Click to revert to the previously set agency default display. If there is no default set up by administrators, then clicking this button will reset to Oracle delivered settings.

    Note: This option is available only for administrators with the job role PSC_MANAGE_COMMONSETUP_PRIV, and applies for the current offering alone.

    Set as Agency Default

    Click to save the settings as the default display for your agency staff.

    Administrators need to perform this action for each page that has the agency default personalization setup option.

    Note: This option is available only for administrators with the job role PSC_MANAGE_COMMONSETUP_PRIV, and applies for the current offering alone.

    You can also right-click a column name row to open a menu with row-level actions.

    Row-level actions menu on the Display Settings page

    Display Settings page row-level actions menu

    Select an action to move, hide, or freeze a column.

  4. Click the Close button.

    Your display changes are immediately reflected in the grid and saved.