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Overview

The Save and Load Layouts feature allows you to save custom grid configurations and quickly restore them later. This is particularly useful when you frequently switch between different views of your data or need to maintain multiple layouts for different workflows.

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What Gets Saved

When you save a layout, the following grid settings are preserved:
  • Column visibility - Which columns are shown or hidden
  • Column order - The sequence of your columns
  • Column widths - Custom sizing for each column
  • Custom headers - Any renamed column headers
  • Active filters - The current filter model applied to the grid
  • Conditional formatting rules - Any color rules you have configured

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How to Save a Layout

1

Configure your grid

Arrange your grid columns, adjust widths, hide/show columns, and rename headers to match your preferred layout. Apply any filters or conditional formatting you want included.
2

Open the Save dropdown

Click the Save Layout dropdown in the grid ribbon. You can save a new layout or overwrite an existing one.
3

Name your layout

Enter a descriptive name for your layout (e.g., “Weekly Review” or “Quick Entry View”) and confirm.

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How to Load a Saved Layout

1

Open the Load dropdown

Click the Load Layout dropdown in the grid ribbon.
2

Select a layout

Browse your saved layouts. Each layout shows its name and the date it was created.
3

Apply

Click the layout name to apply it immediately to your current grid view, including any saved filters and formatting rules.

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Managing Your Layouts

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Deleting a Layout

To remove a layout you no longer need:
  1. Click “Load Layout” button
  2. Find the layout you want to delete
  3. Click the delete icon next to the layout name
  4. Confirm the deletion
You’ll see a notification confirming the layout was deleted.

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Overwriting a Layout

To update an existing layout with new settings:
  1. Configure your grid with the desired changes
  2. Click “Save Layout”
  3. Enter the same name as the existing layout
  4. Confirm you want to overwrite when prompted

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Sharing Layouts with Other Users

Layouts can be exported as JSON files and imported by other users, making it easy to share a consistent view across your team.

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Exporting a Layout

  1. Open the Load Layout dropdown in the ribbon
  2. Find the layout you want to share
  3. Click the export icon next to the layout name
  4. Save the .json file

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Importing a Layout

  1. Open the Load Layout dropdown in the ribbon
  2. Click Import Layout
  3. Select the .json file
  4. The layout is added to your saved layouts list and applied immediately

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Where Layouts Are Stored

Layouts are stored locally in your browser, which means:
  • ✅ Layouts persist across sessions on the same computer and browser
  • ✅ No network connection needed to save or load layouts
  • ❌ Layouts are not automatically shared across different browsers or devices (use export/import instead)
  • ❌ Clearing browser data will remove saved layouts
If you clear your browser’s local storage or use a different browser/device, your saved layouts will not be available. Export important layouts as JSON files for safekeeping.

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Supported Modules

The Save and Load Layouts feature is available in:
  • Restock - Load Lists and Data Management grids
  • Fulfill - Orders, Customers, Products, and Locations grids
  • Produce - Recipes, Items, and Events grids
  • Material - Material Items and Purchase Orders grids

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Best Practices

Use Descriptive Names

Name your layouts based on their purpose (e.g., “Morning Review”, “Export View”) rather than generic names like “Layout 1”.

Create Task-Specific Layouts

Save different layouts for different tasks. For example, create one for data entry with minimal columns and another for reporting with all details.

Regular Cleanup

Periodically review and delete unused layouts to keep your list manageable.

Backup Important Layouts

Document your important layout configurations so you can recreate them if browser data is cleared.

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Troubleshooting

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Layout Won’t Save

  • Check browser permissions: Ensure your browser allows local storage for the site
  • Storage limit: If you have many layouts, try deleting unused ones to free up space
  • Private browsing: Layouts cannot be saved in private/incognito mode

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Layout Looks Different After Loading

This can happen if:
  • Columns have been added or removed from the grid since the layout was saved
  • Grid definitions have been updated in a system update
Simply update the layout by saving it again with the current grid configuration.

Advanced Grid Features

Learn about other grid capabilities like filtering, sorting, and custom columns

Restock Load Lists

See how layouts work in the Restock module