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Manage Layouts

To view, apply, edit, etc any saved layout, click Panel Layouts in the left-side menu and select Panel Layouts from the dropdown.

Search Layouts

Click the magnifying glass icon to open the search box, then start typing the name of a layout to refine the table.

Favorites

  • Set a favorite by clicking the heart icon in the table to make it solid red.
  • Unfavorite a layout by clicking on the heart icon to make it only a red outline.
  • Favorite layouts will be easily accessible by clicking the heart icon in top menu bar and selecting the layout you want from the dropdown menu.
    Info

    When there are no favorites set, this list will show the first 10 saved panel layouts.

View/Edit Details

  1. Click the Details button of the layout you want to view or edit.
    Note

    You will only be able to edit layouts that you own or have been shared with the Access level of View and Modify or Full Access.

  2. After making your changes, click Update to save your changes or click Reset to undo all your changes.

Delete a Layout

  1. On the line of the layout you want to delete, click the 3-dot icon and select Delete.
  2. Click Delete in the confirmation pop-up.
    Info

    This option will only be visible for layouts that you own or have been shared with the Access level of View and Modify or Full Access.

Duplicate a Layout

  1. On the line of the layout you want to duplicate, click the 3-dot icon and select Duplicate.
  2. Make any desired changes in the dialog, then click Save.

Export a Layout

On the line of the layout you want to export, click the 3-dot icon and select Export.

Note

If the layout does not download, check your browser settings to verify that a pop-up blocker is not on.

Import a Layout

  1. At the bottom of the dialog, click Import.
  2. Either drag and drop a layout .json file into the table area OR click the box to select the file from your device.
  3. Make any desired changes in the dialog, then click Save.

Create New

  1. At the bottom of the dialog, click New.
  2. Enter a Name and Description (optional).
  3. Use the panel controls to create your layout.
  4. Click Change Sharing and click Add Share Rule to set the user(s)/groups(s) access level.
    Info

    Learn more about Sharing options here (insert link to that page).

  5. Click Save.

Apply Layout

Select the layout you want to apply and click Apply.

Tip

This behavior can be turned off in User Settings under the Update navigation parameter setting.

Delete All Layouts

Note

This option will only delete all the layouts that you own.

  1. Click the 3-dot icon in the top right corner of the dialog and select Delete all my panel layouts.
  2. Click Delete in the confirmation pop-up.

Export Layout Table

To export the entire table:

  • Click the 3-dot icon in the top right corner of the dialog, hover over Export and select either Export as CSV or Export as JSON.

To export selections from the table:

  1. Check the layouts you want in the export.
  2. Click the 3-dot icon in the top right corner of the dialog, hover over Export and select either Export selection as CSV or Export selection as JSON.
    Note

    If the table does not download, check your browser settings to verify that a pop-up blocker is not on.

Adjust Layout Table

  1. Click the 3-dot icon in the top right corner of the dialog, hover over Columns.
  2. Check the columns you want visible and uncheck the columns you do not want to be visible OR click Display all columns to show all available columns.