This functionality allows admins to set columns as environment default for all the user and to provide a company standard.
An admin can add, remove, or re-order columns before saving them as default.
1. Login as an environment admin or system admin
2. Navigate to your desired environment
3. Go to any module, for this example we will user the Process Module, and you will be navigated to the List View
4. Go to the column section in the right corner of the List View and expand the menu
5. Click on the button to save the columns as environment default
Rule |
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Filters on columns will not be saved |
Only an environment or system level admin can see the button “Save Columns as Environment Default” |
If an environment admin does not set the columns per default, then the columns are set to the system setting which we currently show on ag-grid |
If an environment admin does not set the columns per default, then the columns are set to the system setting which we currently show on ag-grid |
If an environment admin does not set the columns per default, then the columns are set to the system setting which we currently show on ag-grid |
An environment admin can modify the order of the columns, add & remove columns before saving it as environment default |
If an environment admin clicks “Reset to Default” it will always reset back to system default |
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