Build Layout

Once you have created a list layout, you can build the optimum layout for your organization with fields you want to include. When you build a layout, save your changes before your session times out by frequently clicking Save Layout at the bottom of the Layout Builder window.

Best Practice

1. Click Build Layout in the Actions column of the list layout you want to build.

2. in the Layout Builder, select a tab:

   • Edit Layout: Edit the contents that display below the list layout on the summary page.

   • List Layout: Edit the contents of the list layout. Add columns that will help you easily identify records in your list layout. For example, an Effective Date column.

3. Edit the layout as described in the sections that follow.

4. Once you are satisfied with your layout, click Save Layout.

Show Field Associations

To view the field associations on a layout, click Show Field Associations at the bottom of the window.

A window opens with all field associations.

Clear Layout

To clear the layout of all formatting, click Clear Layout at the bottom of the window.

The layout is cleared of all formatting. If you want to return to the previous layout, close the window without saving your layout.

Add a Field to a Layout from the Fields Pane

1. Do one of the following:

   • Enter the name of the field you want to add to your layout in the Search field.

   • Navigate to the field you want to add to your layout by opening folders.

     Click the plus + icon to expand and minus - icon to collapse a folder.

2. Select the field you want to add to your item.

3. Drag the field to the layout.

4. Drop the field on a plus + icon in the layout.

   When a green check mark icon displays, you can drop the field on the icon.

Move a Field from One Cell to Another

1. Click and drag the four arrows in the field you want to move.

2. Drop the field on the plus + icon in the cell where you want the field.

   As you hover over the plus + icon, a dialog opens with a green check mark icon.

3. Click the plus + icon in the cell where you want the field once more.

   The field moves to the cell.

Remove a Field

Click X in the field cell to remove that field.

Math Fields

Add and edit math fields in your layout. We recommend that you create math fields on the Manage Data Fields page, to make them available across the entire firm.

Add a mathematical operations field to layout

1. Click the plus + icon in the cell where you want the math field.

   The Insert dialog opens.

2. Select Math Field.

3. Complete the Mathematical Operations Builder that opens.

   • Field Name

   • Table Association: Select the table to associate the mathematical operations field with.

   • Field Type: Choose from:

     • Number

     • Currency

     • Percentage

     • Total

   • Data Group: Select the data group this field should be associated with. This is the group on the Admin > Manage Data Fields page that this Math will be added to. Refer to this group to find this field later.

   • Accessor Name: Enter a unique database field name in the field.

     We recommend that you do not create an accessor name, because the system creates a unique name for you. If you do decide to create an accessor name, the name must be unique, must not contain spaces, and must not contain special characters.

4. Build your mathematical operation using fields, numeric constants, and operations.

   • As you use fields and numeric constants, click the operations buttons + - / x ( ) to add them to the Current operation field.

   • To move a field from the Fields pane to the Current operation field:

     1. Select the field you want to use in the Fields pane.

        Use Search to find the field you want.

     2. Click > > in the center of the window.

        The field is moved from the Fields pane to the Current operation field.

   • To add a numeric constant A number that does not change to your operation:

     1. Enter the number value you want to add to your current operation in the Numeric Constant field.

     2. Click > > to the right of the Numeric Constant field.

        The number is moved from the Numeric Constant to the Current operation field.

5. Click Submit .

   The Mathematical Operations Builder window closes. Math appears in your layout.

Edit a Math Field

1. Click F(x) in the field cell on the layout.

   The Mathematical Operations Builder window opens.

2. Make your changes.

3. Click Submit.

   The Mathematical Operations Builder window closes. The Math is updated.

Edit Field in a List Layout

1. Click three dots in the field cell.

2. In the Edit Field window, edit these fields depending on the field type:

   • Field Label: Label of the field on the layout.

     For best practice, we recommend that you modify the field label from the Manage Data Fields page.

   • Edit Mode Default Value: If you want this field to be pre-filled with a value, select the value from the Edit Mode Default Value field.

   • Is Required?: Make this field required.

   • Read Only in Edit Form: Make this field non-editable. This does not apply to reports.

     When selected, Value JavaScript that uses this field or dependent fields must contain the prefix ProjectEntity_. For example:

     Copy

     Updated JavaScript that sets the field value

     var valueToSet = "";
     var facilityID = "${ProjectEntity_Facility.ClientEntityID}";
     var spaceID = "${Space.ClientNumber}";
     
     
     valueToSet = facilityID + " " + spaceID;

   • Accept HTML: Allow HTML code in the field.

   • Edit Mode Label Layout: Determines the way a field label aligns with the field value. Select the option you want:

     • Above field: Field label appears above the field value.

     • Side by Side, same cell: Display the field value immediately after the field label.

     • Side by Side, separate cell: Display the field value in a separate cell to the right of the field label.

   • Edit Alignment: Select alignment of the field.

   • List Alignment: Select alignment of the list.

   • List Column Width: Width of the column in pixels.

   • Expand Width for Initial Content: Adjust column width to accommodate the size of the text contained within it.

   • Hide Label: Hide the Field Label.

   • Hide in Edit Mode: Hide the field when in Edit mode. Use this for fields that contain values populated by integrations.

   • Hide in View Mode: Hide the field when viewing the layout as a form.

   • Hide in Update Mode: Hide this field in Edit mode. This setting is commonly used for fields that contain values populated by integrations.

   • Hide in Add Mode: Hide this field when a user is adding a form to an entity. This setting is commonly used for fields that are system-generated, such as the form number.

   • Hide in View Mode if No Value: Hide this field if there is no data associated for it in the database.

   • Hide in List Mode, include in Search: Add this field as a hidden column. This allows you to search by the field value when on that list page without having to display the field.

   • (Drop Down fields only) Drop Down Options: Select the information you want to display in the field.

   • (Math fields only) Number of Decimals: Select the number of decimals you want to display from the field.

   • (Math fields only) Show negative values as Red: Display negative values in red.

   • (Math fields only) Total in Reports: Display the total of this field in reports.

     There is a Value JavaScript at the bottom of the window. Use JavaScript fields to set field values that are a combination of fields.

3. Click Set Options.

4. Click Save Layout.