Grid Persistence

When making changes to a Grid (group, size, move/reorder, and add/remove a column), the changes are saved to a Personal Grid definition. As a result, changes appear next time the Grid is viewed in the same location by the same user.

In summary, Grid changes are:

  • Persistent: User-specific changes are saved between sessions.
  • Personal: Changes affect only the User who makes the changes.
  • Location-specific: Changes affect only the Grid in its current location; for example, the same Grid displayed as part of search results and on a Dashboard is considered a separate entity and persists on its own.
  • Grid changes are remembered until the Grid is reset in the CSM Desktop Client or Administrator, the settings are cleared (Tools>Options>General>Restore all Customized Grids to the Admin Defaults, or File>Clear Settings in the Role or User Manager), or a new System Grid definition is automatically pushed out. If a new System Grid definition is pushed out, a Personal Grid definition can be reverted manually but the changes in the new definition will be lost.
  • The ability to move/reorder, add/remove a Grid column, and group/persist a Grid is enabled in the System Grid definition (Customization properties). Persistence is enforced through Grid security rights.
  • If Grid grouping persistence is enabled for the Grid and selected from the context menu (select Remember Current Grouping Between Uses), the grouping persists until:
    • The Grid is reset or the grouping is cleared.
    • The settings are cleared (Tools>Options>General>Restore all Customized Grids to the Admin Defaults, or File>Clear Settings in the Role or User Manager).
    • A new System Grid definition is automatically pushed out. If a new System Grid definition is pushed out, then manually revert to the Personal Grid definition but the changes in the new definition will be lost.
  • The Grid's Grouping properties (defined in the Grid's definition in CSM Administrator) controls if the Grid can be grouped, if the Group By Box shows by default, and if Grouping can be persisted. Blueprint Display settings define default values.