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Grid Templates

Under Administration > Grid Templates (/v2/admin/grid-templates), default column templates for the TableMaster data grids are managed.

Grid Templates

Concept

Grid templates define the default column view for users:

  • Which columns are visible by default
  • The order of columns
  • Column widths
  • Default sorting

Template Assignment

Templates are assigned to roles:

  • Each role can receive one template per resource
  • Users initially see the template of their role
  • Individual customizations override the template

Saving your own views — the permission behind it

Saving your own column selection as a template ("Save current view…" in the view switcher, "Save as new view" in the change bar) requires the grid_template_saveas operation ("Save Own Field Settings as Template").

Without it the grid stays fully usable: picking columns, applying your role's templates and resetting to them still works — only no personal templates can be created, and the two buttons are hidden.

On upgrade

Until now the function was open to every logged-in user. The migration therefore grants grid_template_saveas to all existing roles — an upgrade takes nothing away. To restrict it, remove it under Administration > Roles where it does not belong.

Create Template

  1. Navigate to Administration > Grid Templates
  2. Click New Template
  3. Select the Resource (Inventory, Calibration, etc.)
  4. Configure the Columns: visibility, order, width
  5. Define the Default Sorting
  6. Save

Edit Template

In the detail view (/v2/admin/grid-templates/[id]):

  • Sort columns via drag-and-drop
  • Show/hide columns via checkbox
  • Adjust column widths
  • Set sorting

Role assignment

After creating a template, it must be assigned to the desired role under Administration > Roles.

How the grid displays templates

The pickers in the grid (toolbar select and the Configure columns dialog) label templates differently from this admin page:

  • A system template simply named System — the name every shipped default layout carries from the V1 seed — is shown as Standard there. The "System" group header resp. the "(System)" suffix already says where it comes from; the name would only repeat that word.
  • Several system templates with the same name for the same grid collapse into a single entry. That happens when a grid is maintained under both names (inventory from V1 and inventories from V2), or when v1:sync imported a V1 template with its own uID next to the shipped one. The survivor is the role default, otherwise the exact grid name match, otherwise the lowest sort_order.

This admin page still lists all rows — it is the only place where duplicate system templates can be spotted and cleaned up.