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      Changing Views in Adesso AI

      Table of Contents

      1. Introduction
      2. Instructions
      3. Example with screenshots
      4. Downloadable copy
      5. Video demo

      Introduction

      Are you seeing too much information in Adesso AI? You can change the fields in the Grid View.

      This can be done in the following screens:
      • Search
      • Reports
      • Promotions Manager > Planner
      • Deductions Manager
      • Document Center

      Instructions

      1. Navigate to app.adessoai.com
      2. To change your column settings, click the three dots (kebab menu).
      3. Made with Scribe - https://scribehow.com 3
      4. 3 The Column Settings menu will open.
      5. Made with Scribe - https://scribehow.com 4
      6. 4
      7. Use Sort Ascending / Sort Descending to determine the order of the column
      8. information.
      9. Made with Scribe - https://scribehow.com 5
      10. 5
      11. Columns: Lists all the columns available for your view. Check the columns you
      12. want to view. Uncheck the unnecessary columns.
      13. Made with Scribe - https://scribehow.com 6
      14. 6
      15. Group Column: Select to group the information in your view based on the field
      16. you are in. In this example, we are grouping by the Customer.
      17. Made with Scribe - https://scribehow.com 7
      18. 7 Click Set Column Position to see this menu:
      19. Made with Scribe - https://scribehow.com 8
      20. 8
      21. Stick Column: Select to stick the column in place. In this example, I clicked Stick
      22. Column for the Deal#, Deal Item, and Customer columns to see that information
      23. while scrolling right.
      24. Unstick Column: Select Unstick Column to return the columns to a movable
      25. state.
      26. Made with Scribe - https://scribehow.com 9
      27. 9 Move Previous: Move the column one space to the left.
      28. Move Next: Move the column one space to the right.
      29. Made with Scribe - https://scribehow.com 10
      30. 10 Edit Field: Press the tiny pencil to enable the editing field. Once you make the
      31. change, you will notice a black triangle in the upper left corner of the field. That
      32. tells you that the field was edited. Click Save Changes to retain the change.
      33. 11 Drag and Drop Groups: Drag any header to the upper left corner of the Grid
      34. View to group on that column.
      35. Made with Scribe - https://scribehow.com 11
      36. 12 Column Width: Move your cursor to the right of the three dots; when you see the
      37. column width icon, drag your column to the desired length.


      Instructions with screenshots

      Tip: To view all the steps with screenshots on a full screen, scroll to the bottom of the window below and click the View Full Scribe icon in the bottom righthand corner.

      Screenshot 2024-03-04 at 4.48.49 PM

       

      Download a copy: 

      Changing Views in Adesso AI Cheat Sheet

      Watch us in action: 

      Changing Views in Adesso AI Video