Modifying / Saving / Resetting Layouts

Good Day!

Does anyone have some tips for working with layouts in workflow. We somehow got some of our groups messed up and were wanting to just reset everything again.

What do you mean the layouts?

The best example is what happened to our LINES section… it used to be we wide as the VERSIONS but somehow it got moved up to the top. I remember seeing some kind of layouts section (similar to how Epicor managed it) but I cant remember where.

Click directly on the
image

icon above the line items box and see what happens.

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…
Wow…

Looks like it’s SAVING too the layout as well. Thank you for that!

However, I don’t think there’s a way to do that system wide… I think layouts are user specific and they don’t have a way to do a standard layout for everyone… I might be wrong about that though…

@utaylor yes that is a user setting.

You can also use that handle to drag a group within a section. I like the workflow and content at the top and stuff like history at the bottom.

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Right… that part was working. But it looks like you have to actually CLICK the cross to make it go from the side dock to the bottom where it’s longer.

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Was that the solution then…? :wink: