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On this page
  • List Layout
  • List layout customization options
  • Detail layout
  • Detail layout customization options
  • Create layout
  • Create layout customization options
  1. Layout types

Layout Types

PreviousCustomer AccessNextLayouts vs Custom Pages

Last updated 1 month ago

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.

List Layout

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.

Screenshot_2022-05-17_at_11.48.58.png

To edit a List layout:

  1. Click the page you want to edit in the app menu

  2. Click Edit layout

List layout customization options

When you edit a List layout, you will be able to:

Tip

Detail layout

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:

  1. Click the page you want to edit in the app menu

  2. Click any record in the List layout.

  3. Click Edit layout

Detail layout customization options

When you edit a Detail layout, you will be able to:

Create layout

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:

  1. Click the page you want to edit in the app menu

  2. Click Add new.

  3. Click Edit layout

Create layout customization options

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

Tip

If you would like to prevent your users from adding new records, you can remove the add new button with permissions.

You can have multiple List layouts for the same table. See the for more information.

Screenshot_2022-05-17_at_11.49.26.png

Screenshot_2022-05-17_at_11.49.52.png

Check out a full list of Create Layout Customizations .

Filter records depending on a field value
Sort your list
Add a list header
Set a cover image for each record
Set the display type
Enable inline filters
Choose which fields will show, and what they will look like
Add action buttons
multiple list layouts article
Set a Record header
Add Action buttons
Add Tabs
Choose when to show fields using conditional visibility
Choose which fields will show and what they will look like
Add Highlighted fields for extra emphasis
Display a pipeline with stages
Show related records
Add Embeds
here
List layout
Detail layout
Create layout