Creating a new layout :: Inventory Services

Basing a new layout on the factory default

Most likely, you will not want to use the factory default for a window or grid as is. Although you cannot change it or delete it, you can use it as the starting point for a user-defined layout. Use this procedure to configure a new layout based on the factory default.

Reset the window layout to the factory default.
Make changes as needed.
When you are ready:
- Save the window layout
- Assign the layout to users or groups

Making a new layout from an existing user-defined layout

A user-defined layout may serve as the basis for subsequent user-defined layouts. Use this procedure to use an existing layout as the model for a new one.

Load the layout from which you want to model the new layout.
Make changes as needed.
When you are ready:
- Save the window layout
- Assign the layout to users or groups

Toggling in and out of QuickDesigner mode

By default, a window is in data entry mode. If you want to modify the window’s layout, you must use the QuickDesigner feature. Use this procedure to toggle in and out of QuickDesigner.

Maximize the Inventory Services window.
Right-click in the body of the window layout you want to change.
A shortcut menu is shown.

Note: If you do not see the menu option, QuickDesigner is not available for the current window, and you cannot change the window layout using QuickDesigner.
Click Toggle QuickDesigner.

To indicate that QuickDesigner is active, the area under the mouse is highlighted in light green.
To toggle out of QuickDesigner:
1. Right-click anywhere in the window.
2. From the shortcut menu, click Toggle QuickDesigner.

Not all windows or window areas can be customized. If you right-click on a window, and the QuickDesigner menu option does not display, you cannot customize the selected window.