Using Layouts

A layoutA collection of forms, tabs, and grids that shows the parent and child records of an object. You can access a detailed view of a the parent record. is what you see when viewing a workspace: a collection of forms, tabs, grids, and splitters that displays a parent record and its child records. The layout shows you a complete view of a parent record. The parent record appears as a form with its child records displayed under a series of tabs. Layouts use forms to present the user with fields in which they can enter data for a specific record. Layouts generally show a list of records at the top part of the window, and a preview section of a selected record at the bottom.

Layouts enable you to define which objects and fields are available to specific users. Layouts are designed with a role in mind, and contain the grids and forms that the role can use. Layouts can be used by multiple roles. A layout can contain tabs, which in turn hold forms.

After defining a role, create the layout, then assign the layout to the role.

Only users with administrator privileges can design layouts.

Parts of a Layout

The following illustrates a typical layout for a change record:

Sample Change Record Layout

Layouts appear in an application workspace and include two main areas:

Parent Record: This area shows the active parent record (for example, an employee record). A parent record is a form, usually at the top of the work area. Each parent record has a toolbar to help you navigate between parent records and access operations.
Child Records: This area shows the child records (for example, AttachmentA file or web URL reference linked to a record.s and notes) of the active parent. Child records usually appear in a series of tabs grouped with a splitter. Each tab represents a child object, and individual records are displayed on each tab. View the list of records in a grid or view an individual record as a form or a form summary. The child record toolbar helps you navigate between child records and perform operations.

HEAT ships with several default layouts that are designed for your business needs. As a system administrator, you can use these layouts, edit them, delete them, or create your own.

Creating a Layout

Within the Layouts tab, click Add New Layout. The layout editor appears.

Enter information into the fields.

--fields--

Field	Description
Display Name	A unique name for this layout.
Enable Simple Search	Makes the simple search text box visible on the workspace. Also known as Full Text Search, this searches all full-text indexed fields. See Using Simple Text Search for more information on how this works.
Use Type Ahead Search	Enables type ahead search. This option invokes a panel listing the results of what the user types into the search box, allowing them to click one of the results. See Configuring Search.
Search all full-text indexed fields	Only searches in full-text indexed fields. This option is checked by default and enables you to use Partial word results.
Partial word results	Shows partial word results in the Type Ahead panel and the results grid.
Search primary display fields only	Limits the search to only the primary display field (as opposed to all full-text indexed fields). Use this option only if the search freezes due to an excessive number of records. Note that the results from this search option will be different from the grid results.
Do not sort	Disables automatically sorted results. By default, Type Ahead search results are sorted in ascending alphabetical-numeric order. This might cause a slow-down in getting search results.
Enable Advanced and Saved Search	Shows the advanced search (see Using Advanced Search) and saved search (see Using Saved Searches) visible to users.
Views in this layout	Determines which view initially appears. The chosen views appear in this area. You can add a grid view (list) or a form view. See the following procedures for more information on creating these views.
Modal Forms assignment	Automatically populated based on the initial view selected for this layout.

Adding a New List View

From the layout editor, click Add New List View. The list view editor appears.

Enter information into the fields.

--fields--

Field	Description
Display Name	A unique name that appears to users.
Grid	Select a grid from the drop-down list. Click Edit to modify the grid object. Click Add New Grid to create a new grid.
Preview Form	Choose from the drop-down list. Click Edit to modify the form. Click Add New Form to create a new form.
Toolbar	Click Edit to add items to the toolbar.
Remember position of the splitter	Saves the position of the splitter bar.
Navigation to other views
On request to create new object show:	Select an object from the drop-down list. Click Edit to modify the object. Click Add New Form View to create a new form.
On request to edit existing object show	Select an object from the drop-down list. Click Edit to modify the object. Click Add New Form View to create a new form.

Click Save.

Adding a New Form View

From the layout editor, click Add New List View. The form view editor appears.

Enter your information into the fields.

--fields--

Field	Description
Display name	A unique name that appears to users.
Main Form	Choose from the drop-down list. Click Edit to modify the form. Click Add New Form to create a new form.
Toolbar	Click Edit to add items to the toolbar. See Adding Toolbar Components.
Enable Object View Auditing	Automatically shows audit information.
Enable smart fill on repetitive input of some values	Enables smart fill. When entering repetitive data, the system automatically enters data into certain fields (not template fields). User can overwrite the information if needed.
Enable Next/Previous buttons on the search bar	Enables the Next and Previous buttons on the toolbar. This allows the user to move from one record to the next.
Enable Cost Management	Enables costing for this form. Click Edit Cost Settings to set costing information.
Enable Matching panel	Enables the related items search feature. See Using Related Items.
After saving object show	Select the form to show after the user saves the object. Otherwise, the original form remains. Click Edit to modify the form. Click Add New Form to create a new form.
Add Child Panel	The default child panels are listed. Click to add a child panel to the form. See Data Rollups.

Click Save

from the toolbar.