Edit grids and configure columns

2 min read

Consumer Evolution grids allow you to customize how information is displayed and organized.

Each user can customize the available columns, apply filters, perform searches, modify the display order, and save the settings for later use.

Select the visible columns

Use the Column Selector to define what information will be displayed in the grid.

This option makes it possible to:

  • Add columns that are not visible.
  • Hide columns that do not need to be queried.

[IMAGE/GIF: Grid showing the Column Selector and the columns available to add]

Change the order of the columns

The columns can be rearranged to adapt the grid to the query needs.

To change its position, select a column and move it to the desired location.

In this way, it is possible to prioritize the most used data and keep them close together.

[IMAGE/GIF: grid showing how they move]

Organize the information

Select a column header to change the order of the records.

Information can be organized in the following ways:

  • Ascendant .
  • Descending .

The sorting criterion is applied according to the type of information in the selected column.

Anchor columns

The columns can be kept fixed in certain sections of the grid to facilitate their consultation when scrolling horizontally.

It is possible:

  • Anchor a column to the left.
  • Anchor a column to the right.
  • Unanchor a column to return it to the grid's normal behavior.

Apply filters

The columns allow you to filter the information to show only the records that meet certain conditions.

Use the options available in the header of each column to define the corresponding filter.

[IMAGE: Column header showing filter options]

Perform column searches

Below the heading, you can find specific search fields for each column.

Enter the data you wish to locate in order to narrow down the records shown in the grid.

This allows you to perform searches on a specific column without modifying the rest of the configuration.

Save a grid configuration

Once the columns, filters, and display options are organized, you can save the settings for later use.

The configuration is associated with the user, allowing each person to adapt the grids according to their way of working.

To use a saved configuration later, open the available options in the grid and select the corresponding configuration.

[IMAGE: Grid options showing actions to save and open a configuration]

📌 Grid configurations allow you to maintain different ways of visualizing information without having to reorganize the columns on each entry.

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