Managing the Record Layout

On a record type, you can add fields, create pages and group information to help users more easily navigate and find information in the system.  The fields and their groups will be determined by the organization’s Winmore administrator to ensure that they fit each company’s unique business needs. See Record Relationships for more information. 

Every Record Type has fields which contain details about the records. These fields can be arranged for display to suit your business needs. To configure Record Layouts, navigate to the Creation Studio and click Records.

Then select the Record Type you’d like to edit.

Finally, click on the Record Layout tile.

Edit Pages

Each Record Type contains at least one page, Overview. Click on the blue Edit button to select and arrange the fields displayed on this page.

Adding and Removing Fields

Once you’ve clicked the edit button, On the left panel is a list of all of the fields which have been added to this page. Drag a field up or down in the list to reorder.

To add a new field, click the Field button at the top. A panel to the right contains all of the fields that are available to for this Record Type. See the Fields article for managing the available fields. Select a field from the list to include it in your page layout.

System fields are automatically generated and don’t need to be manually entered. These are useful for keeping track of new or updated records, and can also be used in custom views.

Related Records fields contain information from other Record Types. Clicking on one of these will open another list, from which you can select a field contained in the related record.

Remove fields from this display layout page by clicking on the Remove Element button in the fields details panel.

Other Input Options

Aside from fields, you will find several other types of items that you can include on the record layout.  These include: Tables, Headings, Line Breaks, Descriptions and More (hyperlinks, imagines, static files, etc.).  To add any of these items, click the appropriate button and then edit the information in the right hand panel, as described below.

Editing Field Display

Selecting a field in the list displays details about the field in the right panel.  From this view, you are also able to format the data.

Is there a custom label you’d like it to display?

What size would you like it to span on the layout, one column or two?

Is there a specific format? (note that multi-line and format settings here will override default settings on the field itself, which allows you to customize format and data entry for each layout)

Is the data required, read only or editable?  (Be careful with required. That means if someone clicks in to edit information on the layout, but leaves this field blank, the system will REQUIRE them to enter information before allowing them to save.)

Adding a Page

To add another page, click the New Page button.  In the panel to the right, input the page name.

This feature can allow for you to easily group information on a record. For example, an account may have a page for the Overview, a page containing the Contact Information, a page containing Revenue details and a page containing Company specific documents.

Please note that the “Overview” page is a default and can’t be removed or renamed.

To add fields to your new page, follow the directions from the Adding and Removing Fields section.

Adding Groups

Groups are subsections on a page, organizing your information.  In the below screenshot, you’ll see that the Strategy Page contains groups for the Executive Summary, Key Initiatives, Account Team and Annual Account Plans.  

Groups can be added by clicking the New Group button, then entering the Group’s name in the panel to the right.

To add fields to your new group, follow the directions from the Adding and Removing Fields section.

 WARNING: Once a group is added you will need to add something onto it (a field, a title, a description, etc).  Otherwise, the system will error out when a user tries to open that record type.

Managing Pages and Groups

To reorganize Pages or Groups,click either the Order Pages or Order Groups buttons. A panel will appear showing all of the pages/groups.

You can reorder the pages/groups by clicking on and dragging the arrows to the left of the section’s name.

To remove a Page or Group, click the trash can to the right of the page/group name.

To change the name of a Page or Group, click edit on the desired section, then, from the edit page, click the gear in the upper left hand corner. You will have a panel from with you can update the name or rollback to a previously published version of the layout.

Don’t forget to Publish!

Upon finishing all of your layout updates, return to the main record layout screen.  The Publish button will appear in Green, showing that you have made changes that have not yet been applied to the system. Click Publish to push those changes out.  Anyone viewing a record will need to refresh their screen to see the updated layout.