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Layout Management

The Layout Manager provides the ability to customize the appearance of detail, edit, list views as well as search filters and fields for mass-update forms. Layouts for a specific entity type can be accessed from Administration > Entity Manager.

Layouts

List

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

List

Available parameters for columns are listed below.

Width

A column width in percent or pixels. 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 the ability to sort the column.

Align

Align the column to the left or to the right.

Detail

The main layout for the detail and edit views. 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

Edit panel parameters by clicking a pancil icon on the panel. It's possible to specify a label, color (style), conditions making a panel visible, group panels in tabs (as of v7.2).

To enable detail view tabs, you need to check the Tab-break for panels. Enable it for panels you want to be first in a tab. All following panels will be in the same tab till the next closest tab-break panel. Specify a Tab Label for tab-break panels.

Note

The Hidden panel parameter is not fully compatible with tabs. It's not recommended to have both tab-breaks and hidden panels on the same layout.

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

Panels displayed in the bottom of the detail view. These are Relationship panels, the Stream panel and other panales defined for a concrete entity type. Panels can be re-ordered and grouped by tabs.

Available 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 the ability to hide or re-order panels. 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

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

An admin can create a Layout Set record where they will define specific layouts that will differ from standard ones (which are defined in the Entity Manager). Layout sets are available at Administration > Layout Sets.

A Team and Portal have the Layout Set link fields.

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

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

A Layout Set can also be specified for a specific User in the Layout Set field. Only regular and admin users have this field available.

Note

You need to clear cache (Administration > Clear Cache) after configuring layout sets.

Custom list layouts

As of v8.0.

An admin can create custom list layouts. These layouts can then be selected for specific relationship panels (at Administration > Entity Manager > {Entity Type} > Relationships).