Preferences
Preferences in AGrid are personalized filters applied to the list view, enabling AGrid administrators to allow end-users to customize their records for easy access.
Managed Preference
Managed Preferences are created by AGrid admin and can be viewed by end-users, who can clone them for further needs.
Preference Section Details
Name: You can name the Preference, whether it's managed by an AGrid admin or created by an end-user.
Filter: AGrid admins can configure default filters for managed Preferences, while they can also configure filters for Preferences created by end-users.
Select Columns: Choose which columns to include in your Preferences, whether it's managed or created by an end-user.
Override Default Sorting: Enable this option to override default sorting settings for this Preference, whether it's managed or created by an end-user.
Override Default Group by: Enable this option to override the default Group by field for this Preference, whether it's managed or created by an end-user.
Who sees this Preference? AGrid admins can set Preference Visibility for managed Preferences, while AGrid admins or end-users can set Preference Visibility for Preferences created by end-users.
Steps to Create a Managed Preference
Open the Configuration.
Move to the Preferences Tab.
Click New under the Managed Preference Section.
Enter the Preference Name and add the desired filter.
Select which fields will be available to the users.
a. Only if the "Override Default Columns" checkbox is checked, End users can override the default columns, and the "Available columns" will include all the columns added in the "Columns" tab.
You can override the default Sort setting in the Grid Settings tab by checking the “Allow User to Override Default Sort” checkbox to true for overriding sorting fields.
Select the sharing option. Choose who can access this Managed Preference.
a. Only to me: Only the AGrid Admin who created the preference can access it.
b. All users: All users in the AGrid system can access this preference.
c. Specific Users: Only selected users specified by the AGrid Admin can access this preference.
Click Save. Once created, Managed Preferences automatically render on the End User side for selected users.
Actions available in Managed Preference
Edit: Edit the Managed Preference.
Clone: Clone the Managed Preference.
Activate or Deactivate: Activate or deactivate the Managed Preference.
Delete: Delete the Managed Preference.
End-User Preference Settings
The settings in this section primarily govern the behavior of preferences for end-users. AGrid admins can toggle the following settings under "End-User Preference Settings":
Enable End-user Preference: Used to view or hide the Preference on the End User side.
Override Configuration Filters: Enabling this allows the End User to override the Base Filter.
Allow Preference Sharing: Enabling this allows the end user to share their Preference with another user.
Show Field Label Only: Enabling this hides the Field API name in Preference on the end user side.
Show AGrid Columns Only: Enabling this shows fields added in Columns in Preference on the end user side.
Manage Columns: With the "Manage Columns" checkbox, users can now easily add or remove columns to tailor their List views according to their needs.
End-User Preference
End-User Preferences are created by end-users and can be managed by AGrid admins. They can also be promoted to Managed Preferences.
Actions available in End-User Preferences
Edit: Edit the end-user preference.
Promote to Managed Preference: Promote end-user preference to Managed Preference.
Delete: Delete the end-user preference.