What are Save Options?

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Connect can save options for the users in the entire organization or just for the active user running the current session. When you save a layout, Connect will ask you who should have access to the new layout for grids and tables. You can use the Save Options form to allow other users to use the new layout. The Save Options assigned to you will always override the Save Options for the entire organization.

Save Options

Contents

What are Save Options?
1. Saving options for tables and grids
1. Saving them for the entire organization
1. Saving them for me only
1. Troubleshooting

Saving options for tables and grids

1. Select Save Layout.

The Save Options form displays.

2. Click to select the option to Save Them for the Entire Organization or Save Them for Me Only.

The options are saved.

Saving them for the entire organization

Connect makes the saved options available to other users. When another users opens the form, report, or routine, Connect will apply the saved options.

Saving them for me only

Connect saves the options with your user preferences. Other users will not be able to uses your saved options even when they use the same form, report, or routine that you are using.

Troubleshooting

I saved options for the entire organization but I can't see my saved options. What happened?

If you have already saved settings on a screen for yourself only and then you make and save additional settings for the entire organization, you will not see the changes that you have made and saved for the entire organization.

Published 22Jun2018