Overview:

Grid Management is used to modify the grid (or column) display of various pages within Workbench. Some fields are hidden by default, while others are required for the page to function. Column widths are also adjustable to your company's preference.

Please note that any changes made here are global and affect all users.

Screen Guide:

From the Screen Selection drop down menu, you will find a list of names that correspond to different pages within Workbench. These names will not be the same as the page itself but rather a system name. Some of these lists are used in multiple pages.

The Reset button will restore the selected list back to its defaults. This is useful if any changes you made had unintended consequences.

The Name column is the system label for the field, whereas the Display Name column is what you will see displayed in the actual page. The Display Name can be changed, although they are usually better left as the defaults to avoid confusion.

Hidden tick boxes, when ticked, will hide the corresponding column in the page(s) that it is linked to. It is recommended to hide columns only if you know exactly what they are for and to test the result before letting your users attempt to use the page being changed.

Changing the Width field will widen or shrink the column in the page. The numbers represent pixels. Note that it is recommended to keep the width of a page as concise as possible, as very wide screens will result in a horizontal scroll bar. Conversely, shrink the width too much and the DisplayName will be cut off.

Save must be clicked if you want to save any changes to the list that you made. Exiting or navigating away from the screen without saving will cancel all changes.

Next Steps:

Once you have made modifications to the desired page columns, be sure to test the page to ensure that the changes are as you intended.