Hiding and Reordering Information for Research Management
You can customize the display of information for research management in Esploro, including projects, activities, resources, etc. This includes reordering and hiding of information.
Customizing Sections
You can reorder and hide sections in the display.
To customize sections:
- Select the customize button.
- To update the display of sections for the current user select Sections Customization under User Customization.
- To update the display of sections for the entire institution select Sections Customization under Institute Customization.
- Drag and drop a section to change its order.
- Drag a section to the Hide area to hide that section from the display.
- Select Reset to default to restore the Out of the Box settings.
Customizing Actions
You can reorder and hide actions in the display.
To customize actions:
- Select the customize button.
- To update the display of actions for the current user select Actions Customization under User Customization.
- To update the display of actions for the entire institution select Sections Customization under Institute Customization.
- Drag and drop an action to change its order and drag it to the Hide area to hide it from the display.
- Select Reset to default to restore the Out of the Box settings.
Customizing Records
You can control the display of records by displaying/hiding them in the display.
To customize records:
- Select the customize button.
- To update the display of records for the current user select Records Customization under User Customization.
Note that if an area was already customized in the past, the (Customized) label displays.
- To update the display of records for the entire institution select Records Customization under Institute Customization.
- Deselect an item to remove it from the display in all records.
The first column of information always displays in the brief results of the record. The second column of information does not display in the brief results when the view is narrowed.
The third column of information displays as icons when the view is narrowed.
