Save a Screen Configuration

Tips for saved configurations:

  • Give configurations meaningful names that describe their purpose.
  • Save frequently used layouts as Private configurations to build your personal workspace.
  • Create Global configurations for shared operational views agreed across teams.

Activity Steps

  1. Create a Screen Configuration.
  2. Click the ellipsis icon (...) next to the configuration name and select Save As from the menu.
  3. Enter a clear and descriptive configuration Name.

    Note: Names must be unique per screen. Duplicate names trigger an error.

  4. Select the Visibility:
    • Private – Available only to you.
    • Global – Shared with all Reconcilor users for your site.

      Security Note: Saving a configuration as Global requires the Publish permission for that screen.

  5. Select whether the configuration is Locked:
    • Locked – Used in the Data Approval module to approve data and cannot be edited.
    • Unlocked – Can be edited.
  6. Click Save.

The configuration displays in the Saved Configurations list for that screen and can be selected at any time.