Save a Query Layout

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You may show/hide columns, reorder fields, and save layout preferences.

Instructions

  1. Once you have your desired layout, click Query Layout in the bottom-left of the screen
    Query Layout button.

  2. Click New
    New Layout button.

  3. Once you select New, you will then be prompted to name the new layout. There is an optional note field as well:
    Name and Note text input fields, Private or Shared toggle, and Default checkbox.

    • Name: Name the layout

    • Note: Type any notes for this layout

    • Private or Share With: Mark this layout Private, or select a list of users to share the layout with

    • Default: Make this layout the default layout

  4. Click Save
    Save Layout button.

    Note:

    Any saved layouts will be visible at the top of the query layout screen.