Who can use this feature?
👤 Layout types are available onall plans. Features within layouts that aren't available will be clearly marked with the required plan within the app.
Layouts let you customize how your data is displayed in three different places:
Each data table has an independent set of layouts, allowing you different layouts for each data table. Within each layout, you have different customization options. In our example, we'll be looking at the Open Positions page of our HR app.
By default, the List layout will show all rows in your data table. In the case of our HR app, the list view will show all open positions. All pages you open from the app menu are List layouts.
To edit a List layout:
Click the page you want to edit in the app menu
Click Edit layout
When you edit a List layout, you will be able to:
Tip
You can have multiple List layouts for the same table. See the multiple list layouts article for more information.
You will see the Detail layout when you click a record in the List layout. In the List Layout example, the Detail layout shows one table row at a time. In our HR app, you would see all details of an open position in the Detail layout. The Detail layout will be identical for all records within the table.
To edit the Detail layout:
Click the page you want to edit in the app menu
Click any record in the List layout.
Click Edit layout
When you edit a Detail layout, you will be able to:
Create layout lets you control what your app users will see when they create a new record. In our HR app, we see the Create layout when we click the Add new button to add a new position.
To edit the Create layout:
Click the page you want to edit in the app menu
Click Add new.
Click Edit layout
You can have only one Create layout per table. By default, you will only see fields that are visible in the Detail layout. If you want to change that, check the Customize your create layout in the Edit layout screen. You will then be able to:
Choose which fields will show and what they will look like
Choose when to show fields using conditional visibility
Check out a full list of Create Layout Customizations here.
Tip
If you would like to prevent your users from adding new records, you can remove the add new button with permissions. Permissions articles