Grid - Apply & Save

Apply & Save Setup

To allow users to permanently save their grid configurations, follow these steps:

1. Go to Setup, type Custom Settings in the Quick Find box.

2. Click Manage DataGrid Settings.

3. Configure Options: Check the following boxes:

   • Apply & Save Columns

   • Apply & Save Sorting

   • Apply & Save Filters

   • Apply & Save GroupBy

4. Click Save to apply the changes.

Once this configuration is activated, users will be able to use the Apply & Save feature

Apply & Save Demo

Once Apply & Save is enabled, users can choose whether their grid changes are temporary or permanently saved.

The video below provides a step-by-step tutorial on how to use Apply & Save 👇