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layout-manager.md

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Layout Manager

Layout Manager is available in administration panel. Provides an ability to customize appearance of detail, edit, list views as well as search filters and fields for mass-update forms.

List

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

List

Available parameters for columns are listed below.

Width (%)

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

Link

If checked then the field will be displayed as a link to the detail view of the record. Usually 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. Defines panels, rows and cells. Cells contain fields.

The row can contain two cells or one cell that is expanded to the full width of the row. To add the row with an expanded cell you need to add the new row and click on a minus sign on any cell.

Detail

List (Small)

The list layout for relationship panels. Also 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.

Search Filters

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

Mass Update

The list of fields availabe in the Mass Update form.

Relationship Panels

The list of relationship panels displayed on the detail view at the bottom. Panels can be re-ordered. It's possible to define the color of panel with the Style parameter.

Side Panels

Side panels for Detail, Edit, Detail Small, Edit Small forms. Provides an ability to hide or re-order panels list Activities, History, Tasks and others. Panels can be colorized by the Style parameter.

Additional Layouts

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