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Support Article

Grid Personalization Issue with Filters



Optimized Code for a grid is used after enabling the below checkboxes:
  • Personalize table
  • Save personalization automatically
On applying the configuration (enabling checkboxes), at runtime, sorting is saved; however the filters are not retained in the grid after a Refresh action.

Error Messages

Not Applicable

Steps to Reproduce

  1. In a Grid control, select the Optimized Code checkbox.
  2. Select the Personalize table checkbox.
  3. Select the 'Save personalization automatically' checkbox.
  4. Filter the table runtime.
  5.  Perform a Refresh action.

Root Cause

This behavior is as per Pega product design.


Here’s the explanation for the reported behavior:

Below are the two types of Saving methods for an Optimized Grid:
  1. Implicit Saving (Auto Save) -  The Grid saves the personalization automatically when the 'Save personalization automatically' checkbox is selected. 

    In Implicit Saving, the below operations on the Grid work at runtime

    a. Sorting
    b. Column Reordering
    c. Column width adjusting

    Currently, filtering does not work with Implicit Saving. 

  2. Explicit Saving (Manual Save performed by the user) - If the user deselects the 'Save personalization automatically' checkbox, the Save View button displays (in the UI) which is used to save the grid setting or personalization at runtime.

    In Explicit Saving, all Implicit Saving operations work. Additionally, filtering works with Explicit Saving. 

Published March 27, 2020 - Updated December 2, 2021

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