How do I...?

Save my customization of Views & Dashboards?


Whenever I customize any view (e.g., resizing or moving columns)...that customization IS NOT automatically saved (as the help files suggest it is supposed to be). Next time I come back to that view, it has reverted back to default. Really need to have this problem rectified, as it is really slowing me down.


Mark Forman

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  • John McGarvey commented  ·   ·  Flag as inappropriate

    Hi Mark,

    If you are using the system default View, it will revert back every time.
    If you are using a custom form, you need to open the View full screen and make the modifications. This will not work while embedded on a Form or Dashboard.

    You will need to be a systems admin to perform the changes and to save them permanently.
    If you are the admin, you should be good to go as long as you make the changes while in the full-screen View, otherwise contact your company's admin to make these changes.


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