Saving a layout or a filter in the Sheet view

If you use the options in the Sheet view to create a customized layout, you can save that layout so that you can reuse it. If you use the Data filters tool to create a filter, you can save it by saving a layout and including the filter.

About this task

For information about creating a layout, see Customizing the layout in the Sheet view. For information about creating a filter, see Writing a freeform filter.

Procedure

  1. Click the View Menu icon View Menu icon in the toolbar of the view, then click Save Layout As.
    Save layout as dialog
  2. Enter a name for the new layout, or select the name of an existing user-defined layout.
  3. Optional: If you created a filter, the Include current filter check box is available. To save your filter with the layout, select Include current filter.
  4. Click OK.
  5. Optional: To delete a user-defined layout, either open the Save Layout As dialog, or open the Select template dialog.
    1. To open the Save Layout As dialog, click the View Menu icon View Menu icon in the toolbar of the view, then click Save Layout As.
    2. To open the Select template dialog, click the Current layout hyperlink in the information line of the view, for example, Default layout
    3. Right-click the required layout, then click Delete layout.
    4. In the confirmation dialog, click Yes.
    5. Close or cancel the Save Layout As or Select template dialog.