All users can now create their own customized grid views for optimal viewing of the data that they care about. Administrators can set default views for everyone, or users can create and save their own views most pertinent to them.

Customize Grid View

Quickly see data that pertains to you with custom saved grid views. Create a custom view of your data by rearranging, hiding or showing columns, adding filters or sorting data. With saved custom views, you can view your data in multiple ways depending on what’s useful to you.

You can quickly customize a grid view directly from the column header menus, or open the grid view customizer by selecting Grid Views > Customize Grid View to make many changes at once.

The Available Fields panel is on the left; fields Shown in Grid are listed in left to right order in the panel on the right. Check Show all system and user-defined fields to expose additional fields that are hidden by default. Details about changes you can make are below. You can revert changes any time by clicking Undo edits.

Click Update Grid to apply your changes to the visible grid.

Once you've changed the grid, either using the column headers or the grid customizer, you will see options to save the changes as a new named grid view you can access directly later. Learn about saving the grid below.

Change Column Order

Drag and drop column headers directly in the grid view, or open Views > Customize Grid View and using the sixblock handles to change the column order in the Shown in Grid panel.

Insert Column

Select Insert Column from any column header, or open Views > Customize Grid View. Click the in the Available Fields panel to select a new column to add to the grid.

Drag and drop the columns to the desired order.

Hide Column

Select Hide Column from any column header to hide that column, or open Views > Customize Grid View and click one or more 'X's for fields you want to delete (from the Shown in grid panel.

Edit Label

Edit the display label for a column. You can either select Edit Label from the column header and type the new label directly:

Or click the for the field within the view customizer and type the new label.

Include Sorts and Filters in Custom Views

When you save a grid view, any filters or sorts currently applied will be saved. Make the filtering and sorting adjustments you prefer prior to saving.

Save Grid View

Once you've made changes, either directly using column headers or using the grid view customizer, you'll see a header banner on your grid view indicating that it has been editing and inviting you to:

  • Undo: revert to the default.
  • Save your changes.

Give your grid view a name, and click Save.

You'll now see your named grid on the Views menu. Learn more below.

Note that unless you are an administrator, you cannot update the default view. You also cannot use the name 'Default' and administrators should not use the name 'My Default' to avoid confusion on the menu later.

Administrators Only: Change the Default View

Administrators saving changes to a grid will see a checkbox offering them the option to save their changes as the default grid view for all users.

Note that it is possible to save a default view with a filter applied that may cause some samples to not be shown by default. They can still be found by users based on their data (such as by using the Sample Finder) but a customized filtered grid view may not show them automatically.

In addition, the "Edit in Grid" option uses the default view to present the samples to a user for editing, so if they select samples that are "filtered out" by a custom default view, those samples may be omitted from the edit grid.

To avoid these scenarios, administrators should use caution when saving filtered grid views as the default.

Use Saved Views

By saving a set of customized named views, you can create your own menu giving you quick access to whatever standardized groupings and details are relevant to your specific role. You might have different views filtering samples by attributes or storage location, and another showing only the shipping details needed for sets of samples.

Access your saved grids from the Views menu:

From a customized grid view, you can more easily create standardized reports about the samples in the system and export for downstream analysis or further processing.

Edit Saved Views

To edit a saved view, you simply select it from the menu, then make changes you want. The name of the grid you are viewing is shown in the header, and once you've made changes you'll see an "Edited" indicator and Undo and Save buttons. Editing a named view, you can also use the > Save as... option to save as a new named view.

Manage Saved Views

Select Views > Manage Saved Views for a popup listing them. You can:

  • (Edit)
  • (Delete)
  • Administrators will be also see options to:
    • Revert an edited Default view to the system default.
    • Make default: Make an existing named view the Default view for all users.

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