Add, Edit, and Delete List Layouts

From the Manage List Layouts tab you can add, edit and delete a list layout. Once you have created a list layout, you can build the layout with the fields you want depending on the Primary Table you select when you create the layout.

Add a List Layout

1. Click Add Item in the lower-right corner of the List Layouts table.

2. Complete the fields in the Add Item window:

   • Page Layout Name: Enter name of the list layout using our recommended naming conventions.

   • Description: We recommend that you add descriptions to every template, layout, or field you create in Lucernex, so that subsequent administrators will understand the purpose and context of the items you create.

   • Parent Tab: To use the list layout as a summary page, select the parent tab for the list layout. This must be a must be a third-level tab in the system. For example, Contract > Payment Info > Recurring Expenses. Do not select a Parent Tab if you only want the list layout to appear on a summary page where other lists display.

   • Primary Table: Select the primary table from which this list layout pulls data from the field. This determines the fields available to the layout. For example, if this list layout is to be used in the Contract module, select Contract.

   • Allow Edit: Select Yes to allow users to edit data in this list layout, otherwise select No.

   • Even Column Widths?: Select to make column widths even in the list layout.

   • Initialize layout from existing layout: Select an existing list layout to base this one on.

   • Available for the following Portfolios / Capital Programs: Select the portfolio you want this list layout to be available for. All Portfolios / Capital Programs is selected by default. You can select multiple options.

3. Click Add.

   The list layout displays in the Manage List Layouts table.

4. Build the layout.

Edit a List Layout

1. Click Edit in the Actions column of the record.

   The Edit item window opens.

2. Make your changes.

3. Click Update.

   Your changes are saved.

Delete a List Layout

1. Click Delete in the Actions column of the record.

2. Click Yes.