Set the default column layout for payout rule tables on statements. Freeze columns to
keep them visible while reps scroll, and set column widths to match the data in each column.
Layout changes apply to all reps on the same plan.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning
Experience |
| Available in: Enterprise, Unlimited, and Developer
Editions |
| Available for an additional cost in: Professional Edition with Web
Services API Enabled |
| User Permissions Needed |
| To set the default column layout for a payout rule table: |
A Spiff user role with this permission turned on.
Statements: Edit
|
Reps can also adjust column widths and freezing during their own session, but their
changes aren't saved. When reps return to the statement, the layout reverts to the
admin-configured default.
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From a rep's statement, click Edit.
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Expand a payout rule.
-
To freeze a column, click the three dots in the column header and select
Freeze up to this column.
To unfreeze columns, click the three dots in the column header and select
Unfreeze column.
-
To resize a column, drag the right edge of the column header to the width you
want.
-
Click Done Editing.
Your column layout changes are saved as the default for all reps on the
plan.
