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How do I change the layout of my fields using Layouts?

Updated: 08 July 2020 13:24:27 OpenCRM::Interface-Display OpenCRM::Settings

For Leads, Contacts, Companies, Documents, Activities, Opportunities, Sales Orders and Contracts, it is possible to change the block and field layout, adding your own blocks and customizing the number of columns used for fields.

This FAQ is going to walk you through:

1. Creating Layouts

2. Using Layouts

3. Setting Default Layouts

4. Using Conditional Layouts

Top Tip: We do recommend that you create one master layout that has all of your essential and mandatory fields as a template to work from. Once this is created, you can then duplicate it to create other layouts, safe in the knowledge that all of the vital information is there.

 

 

Creating Layouts

To access the Layout creation pages from Settings:

Clicking on the Edit links above will take you to:

From here you can create, edit, duplicate or delete Layouts

Building a Layout

The screen pictured below is an example of a Layout edit screen, on the left you have the available fields, the main section lists the blocks and the fields in each block.

Above the blocks at the top is the Layout name field, this is required to identify the Layout on the selectors. There is also the Active tickbox, unticking this will prevent the layout from appearing as an option.

 

Permissions

Below the blocks is the visibility for this Layout, you can specify Global/All users, this does exactly what it says and allows everyone in the system to use this Layout. Next you can specify Profiles that have access to this Layout, and then Users. These options are additive so selecting a profile and some users will mean all users within that profile and the selected users will have access to see this Layout.

You could, alternatively, tick the All users check box as well, this already gives access to everyone making the other selections redundant.

Adding a block

Clicking the New Block button above the field list will create a new block at the bottom of the page ready to be filled with fields

Pictured above is a block, a block is made up of: 

  • A name or heading: 
    • The block heading is just that, it is the text that is displayed in the bar across the top of the block.
  • Which tab the block will appear on when viewed (in this case "Information"):
    • The Detail view tab is currently a choice between Information and Details, these are the tabs you see when opening a record (note Activities record has only Information tab).
  • The number of columns,
    • Beside the Number of column is a small X this removes the block from the Layout, if there are fields on this block they need to be removed first.
  • The list of fields it will contain,
    • The last visible feature of the block is the fields it contains, these are drag and drop controlled, so you can drag them from the field list into a block, and from a block back to the field list or to another block.
  • And an option to have the block closed by default.
    • Sometimes you may want certain information to be hidden until its needed you can set the block to be Collapsed by default when the page loads so to access its information you need to click its header to open it.

Each block can also be dragged up and down the page to set the display order.

Note regarding Sales Order Layouts, please make sure that you add the Shipping and Billing address to the second block as the green arrow buttons (Copy billing address to shipping address and Copy shipping address to billing address buttons) will appear in this block only.

ImportantAny fields that are mandatorymust be included in your custom Layouts or else your records will not save!

 

Using Layouts

You can switch between the available layouts by using the selector box which appears at the top right corner of the screen above the record itself

Only the Layouts a user has permission to access will be available in this dropdown list.

 

Defaults Layouts

You can set the default Layouts at User or Profile Level.

User Level

Go to The User record (either My Account or Settings > User Management > Users > select the User to edit the Layout for.

Profile Level

Navigating to Settings -> User Management -> Profiles and clicking on the name of a Profile (not editing it) will give you this screen.

Setting Default Layout

When you hit either Edit Default Layouts button, you will be able to edit the which default Layout a user will see by module. Only modules where you have created a Custom Layout will appear.

The selectors will default to Inherit from the parent, this means to use the next levels Default setting, So if a user has a Layout set then this will be used, however if it is set to inherit then a Layout set on the Profile will be used, if this is set to Inherit it will then fall back to the Global setting, if finally this is set to default it will use the default layout created using the screen designer.

 

Conditional Layouts

Additionally you are able to set Layout based on Opportunity / Contract Type in those modules.

First of all you will need to turn on the following settings that can be found in the Settings -> Additional Settings -> Layout Settings

Secondly you will need to create the picklist of Opportunity / Contract Types as you would normally edit or create a picklist

Thirdly you will need to create Layout and give your Layout the same name as the Opportunity / Contract Type. These must match perfectly.

When you now create an Opportunity or Contract record and set its Type, the new Layout will be automatically saved when you hit Apply or when you Save the record.

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