Home > SI 2016 Documentation > User Guide > Catalog > Product Explorer > Viewing Products > Custom Layouts

Custom Layouts

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You can create custom layouts for viewing your Items in the following interfaces:


  • Catalog
    • Manage Products (Product Explorer)
    • Manage Labor (Labor Explorer)
    • Add Product from Catalog dialog - used to add accessories, add items to packages
    • Add Labor from Catalog dialog  - used to add accessories, add items to packages


  • Manage Projects (Project Explorer)


  • Project Editor
    • Items
    • Products
    • Labor
    • Add Product from Project dialog - used in Tasks, Service orders and QuickBooks to add items from a project.
    • Add Labor from Project dialog - used in Tasks, Service orders and QuickBooks to add items from a project.
    • Docked Product Explorer
    • Docked Labor Explorer

custom button.png


Custom layouts are stored for each individual user on that user's machine running the SI 2016 Client, meaning that they are not shareable via the SI 2016 Server.


Custom layouts are specific to each interface where they are created, e.g. if you create a custom layout in the Product Explorer interface, that custom layout will not be available to apply in the Project Explorer, as there are different fields relevant to each interface.


Creating a Custom Layout


The easiest way to create a custom Layout is to rearrange and re-size the columns in an existing Layout and then click the Save As button in Custom Layouts section of the ribbon:




You can then click the [Manage] button if you wish to add/remove columns or make any other edits.


You can also create custom layouts by clicking the [Custom] button:


custom button.png


If you have no Custom Layouts, you will be prompted to create one:


first time.jpg


This will open the Manage Custom Layouts interface:




Here you can add/edit/delete your custom layouts.


Use the Left and Right arrows to move selected Available Columns to the Selected Columns window and use the Move Up and Move Down arrows to position your columns:




You can use the Sorting tab to set a particular sort order for columns:




If you want to group by any columns, you can use the Group/Ungroup buttons to set this:




When a Grouping has been set, your layout will default to this grouping:


grouping example.png


Once you save your custom layout, you can apply it at any time:



Project Editor Custom Layouts


There is an additional option to apply a custom Filter to any Custom Layout created within the Project Editor:


filter tab project editor.jpg

Click the [Define] button:


define button.jpg


This will open the Define Project Items Filter interface. There are tabs along the side for various filters: Manufacturer, Category, etc...


define project filters.png


Click the [Reset] button to clear any filter:


reset filter button.jpg


Custom Layouts persist within each Project.




Open Project A - It will open in General Layout (default)
In Project A, apply a Custom Layout
Close Project A
Open Project B - it will open in General Layout (default)
In Project B and apply the "Specifications" Layout
Close Project B
Open Project A - it will open in Custom Layout
Open Project B - it will open in "Specifications" Layout


To clear a filter in the Project Editor, click the Home tab and then the [Reset] button:


reset filter button.png

Managing Custom Layouts


You can edit your Custom Layouts via the [Manage], [Save], and [Save As] buttons on the ribbon:



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