Layouts

Generally speaking Layouts are user managed forms used to edit records. A more specific example would be a Layout for Document records used by reviewers to rate the relevance. Each Layout does define a set of presented Fields and is controlling permissible modifications.

Basic example Layout for performing Document review:

Tip

Typically required Fields are implemented before starting the Layout assembly outlined in this section. Check out pages Object Definitions and Field Types for more information on Field creation and available types.

Create Layout

1. In the tab Layouts click the button NEW LAYOUT in the top right corner.

   

2. Define the Layout Name and select the Object Definition in scope from the drop-down menu.

   

3. Select the Fields to be displayed by the Layout using one of the following methods:

   • Instantly move designated Fields by double-click.
   • Mark the designated Fields and use the arrow buttons located between the list of Available Fields and Selected Fields.

4. By default all Fields will be added as read-only and optional. Toggle the modification controls in the list of Selected Fields to match your use case for the Layout.

Symbol	Description
	The Field is presented in read-only mode.
	The Field is presented in writable mode.
	The input for this Field is optional.
	The input for this Field is mandatory.

5. Press the button SAVE to complete the creation process.

Manage Layout

List

The following properties will be displayed in the Layout list:

• Layout Name
• Object Definition shows the object type this Layout has been defined for.
• Linked ACPs shows the associated Access Control Planes.

Actions

• Edit to change the name of the Layout or alter any properties.
• Delete will permanently remove the Layout.