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Last Post by Tim Rodman 5 years ago
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Royce Lithgo
Posts: 557
 Royce Lithgo
Topic starter
August 22, 2018 7:11 pm
(@roycelithgo)
Honorable Member
Joined: 6 years ago

Is it possible to change the default view for required pages so that I don't need to hide unused columns for every user? There are quite a few columns that we don't need on various pages and it's daunting for a new user to see all these columns when they first log in to the system.

Is it possible to set the default view for all users for required pages without customising the pages?


8 Replies
Tim Rodman
Posts: 3193
 Tim Rodman
Admin
September 3, 2018 7:40 am
(@timrodman)
Famed Member
Joined: 10 years ago

There is a new feature in Acumatica 2018 R1 that allows you to share a column configuration with all users. I really like it.

You can access it at TOOLS -> Share Column Configuration.


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Retha
 Retha
(@retha)
Joined: 5 years ago

Active Member
Posts: 11
May 28, 2020 1:04 am
Reply toTim RodmanTim Rodman

@timrodman Hi is this same function available to set the default Column Configuration on the Approval Details Tab on Requests and Requisitions? The Delete Default Configuration button is disabled on the Column Configuration screen. Please advice. Retha


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Retha
 Retha
(@retha)
Joined: 5 years ago

Active Member
Posts: 11
May 28, 2020 1:10 am
Reply toRethaRetha
Tim Rodman

Hi Tim, no need to respond, I noticed the same function is available when you exit the Approval Details sceen, you are able to share Default Configuration on the request screen


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Tim Rodman
 Tim Rodman
Admin
(@timrodman)
Joined: 10 years ago

Famed Member
Posts: 3193
July 26, 2020 2:16 am
Reply toRethaRetha
Retha
Tim Rodman

Sorry for the delay. Glad you found it. Including screenshots of the Requests (RQ301000) screen for the benefit of others:

image
image
image

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Royce Lithgo
Posts: 557
 Royce Lithgo
Topic starter
September 3, 2018 9:46 pm
(@roycelithgo)
Honorable Member
Joined: 6 years ago

This looks promising - I can see the feature in our 2018.1 upgrade sandbox. But since it has the ability to override the default for all users, is it only admins who can access this feature?


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
September 10, 2018 5:51 am
(@timrodman)
Famed Member
Joined: 10 years ago

I've always assumed that you need access to the Administrator role, but I haven't tested to confirm.


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Pat Long
Posts: 19
 Pat Long
June 25, 2019 3:06 pm
(@pat-long)
Eminent Member
Joined: 6 years ago

I was trying this with several different  user accounts and it seems to work also for non Admins.  I was looking for where I could take it off the drop down.  Looked in the Site Map but did not find it. 

Any ideas?


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
July 17, 2019 12:29 am
(@timrodman)
Famed Member
Joined: 10 years ago

That's a bummer. I just added this Idea that you can go vote on:

https://feedback.acumatica.com/ideas/ACU-I-2318


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