Creating a New Layout

This article walks through creating a new data layout from scratch, starting with the default and customising for a specific audience.

Step-by-Step

1. Open Architect Panel → Datastores → (your datastore) → Layouts.
2. Click New Layout.
3. Name it (e.g. “Sales rep view”) and pick a base — start from default or duplicate an existing layout.
4. In the canvas, drag fields into sections. Create new sections with the “+” button.
5. Configure each field's properties:
   • Label override.
   • Read-only / editable.
   • Conditional visibility (show only if X).
   • Help text.
   • Column width (1, 2 or full-width).
6. Add tabs for related panels (e.g. an Orders tab inside a Customer layout).
7. Save and assign to the relevant security groups.
8. Preview as a member of that group to verify.

Layout Best Practices

• Most important first: Put fields the user looks at most at the top.
• Group related fields: Address fields together, billing fields together.
• Wide-screen vs mobile: Test both — single column may need its own layout.
• Keep editable fields in distinct sections: So users know where they can change values.

Worked Examples

• Service desk agent layout: Customer name and account-status badge at the top; below that ticket history; at the bottom the long-form notes section.
• Finance reconciliation layout: Billing fields editable; everything else read-only; an Invoices tab shows the full history.
• Customer self-service layout: Profile fields editable; payment methods linked but managed by Stripe-hosted page; no admin fields visible.
• Mobile field engineer layout: Job summary, location with map, customer phone with tap-to-call, current job status — vertical scrolling layout.