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Layout Management

Layout Manager is available at Administration panel. It provides the ability to customize the appearance of detail, edit, list views as well as search filters and fields for mass-update forms.

Layouts

List

The main layout for the list view. It defines columns and their parameters.

List

Available parameters for columns are listed below.

Width (%)

Width of a column in percent, empty means auto-width.

If checked, then a field value will be displayed as a link pointing to the detail view of the record. Usually, it is used for Name fields.

Not Sortable

Disables an ability to sort the column.

Align

Align the column to the left or to the right.

Detail

The main layout for the detail view and the edit view. It defines panels, rows and cells. Cells contain fields.

The row can contain 1, 2, 3 or 4 cells. To add a row with single cell, you need to add a new row and click on a minus sign on any cell.

Detail

For panels, it's possible to specify a label, color (style) and conditions making a panel visible (since version 5.2.6).

List (Small)

The list layout for relationship panels. Also, it can be used in other places where it's reasonable to display lists in the narrow view.

Detail (Small)

The detail view for quick create, quick view and quick edit forms.

Bottom Panels

Since 5.9.0 version.

Relationship panels and Stream panel displayed on the detail view at the bottom. Panels can be re-ordered.

Parameters are listed below.

Style

The color of the panel.

Sticked

The panel will be sticked to the previous panel w/o a gap.

Conditions making panel visible

Dynamic-logic conditions that determine whether the panel is visible.

Search Filters

The list of fields available in the list view to search by.

Mass Update

The list of fields available in the Mass Update form.

Side Panels

Side panels for Detail, Edit, Detail Small, Edit Small forms. Provides an ability to hide or re-order the list of panels: Activities, History, Tasks and others. Panels can be colorized by the Style parameter. You can define dynamic-logic conditions that will determine whether the panel is visible.

Parameters are listed below.

Style

The color of the panel.

Sticked

The panel will be sticked to the previous panel w/o a gap.

Conditions making panel visible

Dynamic-logic conditions that determine whether the panel is visible.

Kanban

Available for entity types with the enabled Kanban view.

Side Panel Fields

The list of fields displayed in the top side panel. By default, there are Assinged User and Teams fields.

Additional layouts

Some entity types contain additional layouts: Convert Lead, List for Account and others.

Different layouts for teams & portals

Available since version 5.9.0.

Layout Sets provide the ability to have different layouts for teams & portals.

Admin can create Layout Set record, where they will define specific layouts that will differ from standard ones (defined in Layout Manager). Layout Sets are available at Administration > Layout Sets.

Team & Portal have Layout Set link fields.

For internal users (regular & admin), Layout Set is applied through Default Team. User > Default Team > Layout Set. The team should have Layout Set specified. That team should be set as a default team for the user.

For portal users, Layout Set is applied through Portal record.