Layout options

Change Layouts on Detail Layout

  1. Select the drop down menu

  2. Select the layout you want to use

Default

The base layout applied to all record layouts. You can change the Record header, choose widgets, fields, enable buttons, and control page tabs.

Documents

Best use the rich text fields in the Document layout for a flexible data experience. When this layout is used a single rich text field occupies the main area of the detail page, and additional fields are in the footer or right hand sidebar.

  • Select Document Field to choose your rich text field to display as the document on the top of the page.

  • Select Sidebar Fields to edit the fields along the right side of the layout.

Profile

The Profile layout allows for displaying your page that shows off a user or companies profile information on the side bar featuring a profile picture. You can choose which fields to show in this section by selecting Profile Fields.

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