Create a new columns template

Create a new columns template using the column picket tool

Updated on June 18, 2021

To create a new columns template using the column picket tool please follow the steps below:

1. Open column picker

2. Arrange the columns as needed

3. Click on ok to apply the changes and check them on the grid

4. Re-open column picker

5. Click on the "+" button to add a new template according to what is existing on the grid

6. Choose a name for your template, decide if it's private (only for your use) or public (available to all company users), and click on Save.

In order to load the template, simply choose the template from the lookup and click on OK.

*This feature can be used in the reports section