Saving Preferences on the "All Submissions" Grid

Save your preferred workflow settings on the "All Submissions" grid

Compliance Admins can save their preferred settings on the "All Submissions" grid. This functionality allows you to customize your dashboard view by saving filters, column settings, and view types. This article will guide you through the steps to utilize the saving feature, ensuring your dashboard is tailored to your workflow needs.

1. Customize Your Grid View:

   • In the "All Submissions" grid on the Compliance Admin dashboard, adjust the filters and columns to suit your review needs.

   • You can filter submissions by type (e.g., Emails, Social Posts, Websites) and arrange the columns to display the most relevant information for your tasks.

     

2. Save Your Customized Settings:

   • Once you have configured your preferred grid view, click on the Save button.

   • From the dropdown menu, select "Save Filter & Column Settings." This action will store your current filters and column settings, making them the default view every time you access the dashboard on the same device.

     

3. Revert to Default Settings:

   • If you wish to return to the original grid settings, click the Save button again.

   • Choose "Revert to Default Settings" from the dropdown menu. This will reset the grid to its initial configuration, removing any customizations you have made.

Note: The preferences you save are device-specific and will only apply to the device you were using at the time of saving. For consistent settings across multiple devices, you will need to manually adjust and save preferences on each device separately.