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Note: Grid Perspectives, combined with Grid Reporting, become a powerful way for you to filter, format, and create queries and reports that you use all the time. Use the search and filters to limit only the items you want to see, format the Grid for the columns and column order you want, and save it. Then whenever you want to see this data or create a report on it, simply choose that Grid, and all the info is at your fingertips without re-doing any steps. And don't forget you can have as many Perspective Perspectives per Grid as you would like.
You can also set a Perspective to open from either a Browser or System Bookmark. Once the Bookmark is created, you can quickly jump to the Grid Perspective when needed.
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How to create a Browser Bookmark:
How to create a System Bookmark:
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Note: When creating a Perspective Bookmark, remember if a Perspective is the Default Perspective for that Form, there is no need to use these processes. Every time a User Navigates to a Form, the Default Perspective will always be the first to load, unless you have manually created a Bookmark to the specific Perspective you wanted.
Auto-load Preference
The initial automatic load of Grid data can be controlled in two ways:
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