Admin Banner - Customize Page Settings

Please Note: These settings are setup for individual user profiles only and will not affect other users.

Step-by-Step Guide

Pagination Settings

On Pages that are in a list/grid view, Users are able to set the default number of records they wish to see when they navigate to a specific page.

  1. Navigate to the page you wish to setup.
  2. Choose number of records per page on the bottom left of your screen.
    number of records per page field
     
  3. Once records are loaded, go to the Settings drop down on the top right of your screen.
    Settings drop down menu
     
  4. Choose Save Pagination Settings
    Select Save Pagination Settings from the settings menu.
     

Column Settings

On pages that are in a list/grid view, users are able to move columns around and save the column settings as their preferred setting every time they access that page.

  1. Navigate to the form you want to edit.
  2. Click on the column header and drag to a different column location on the page.
    column headers
     
  3. The moved columns will appear with a light blue background, indicating they are following Column Settings criterias saved by the user.
  4. Once columns are moved choose Save Column Settings from the Settings drop down menu. 
    save column settings link

     

Filter Settings

On pages that are in a list/grid view, users are able to save a filter that is frequently used as their preferred setting every time they access that page.

  1. Navigate to list view page in Admin Banner.
  2. Enter Filter criteria and run the filter by clicking go.
    Filter criteria fields
     
  3. Once the filter has returned the results, users may choose the settings icon and choose Save Filter Settings.
    Save filter settings link
     
  4. The filter is saved and every time users navigate to that page even after logging out of Admin Banner.

 

To Undo Any of the Page Specific Settings

  1. To undo any of the filters, columns or pagination settings choose from the second half of the options in the settings drop down to restore defaults.
    Second half of options in the settings drop down

 


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Details

Article ID: 98931
Created
Fri 2/21/20 9:47 AM
Modified
Wed 8/23/23 6:31 AM