Page Layouts - List Layouts

With list layouts you can create, store, and manage multiple unique records of the same type of information. As a System Administrator, you can build list layouts that provide an ideal view into the parent-child-grandchild relationships within the system. When you create a list layout, you select the existing table to which the information relates in the Lucernex database.

Configure list layouts to display as a summary page, or a list in a summary page. An example of a list layout that is a summary page is the Recurring Expenses page in a contract. The Contract Expense Setup List is a default list layout in the system, enabling you to add and manage expense setup records on a contract. For example, a System Administrator can create and apply a variation of that layout and call it Expense Setup. If more than one layout is available, select the one you want to display on the page.

Use this layout in a summary page where there are multiple list layouts with different types of information. For example, the Contract > Payment Info > Details page. From the Manage List Layouts tab:

• Add, edit and delete list layouts.

• Build list layouts.

Use the default list layouts in the system to create unique list layouts that meet your requirements.

1. Click Admin in the toolbar in the upper-right corner of the window.

   The System Administrator Dashboard page opens.

2. In the Company Administration column, click Manage Page Layouts > Manage List Layouts .