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Layout The layout describes what the Tesslets are presented to the user , and what the available perspective sets are available in each of the selected Tesslet. |
After creating new perspectives perspective sets and activating configurationconfigurations, you can then add those these perspectives to the Tree or Grid Tesslet.
Managing Layouts
You can define as many layouts as needed. Each layout contains have the flexibility to define multiple layouts, each containing the following information:
Perspective sets available in all views
For some views, also class and selected fields (Supported for GridView and Popup Grid View)
Each layout These layouts can be assigned to specific users or groups. You can also use Additionally, you have the option to apply a single default layout that will be applicable to effective for all users.
Please It's important to note that hiding fields using layouts to hide fields is not a security feature. For securing To control access to specific metadata fields, please refer to to Field Level Security (FLS).
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Managing Views
Views The views list is built in predefined and it cannot be modifiedaltered:
Main TreeView - represents tree : Represents a tree-like structure in the main Archive UI.
Main Object properties Panel - represents : Displays object properties in a list view.
Main GridView - represents : Presents the main tabular object view.
Main DocView - represents main : Serves as the primary document viewer.
Popup Grid View - represents : Provides an additional grid view available accessible in popup properties.
Perspective Sets
Perspective sets should be Each layout should have perspective sets assigned to these views in each layout:
Main TreeView - : Utilizes one or more perspective sets to be used for the tree structure.
Main Object properties Panel - : Not applicable.
Main GridView - one : Employs one or more perspective sets to be used for the main grid view.
Main DocView - : Adopts a single perspective set to be used by Viewer (to determine how to display for viewing complex objects like Rental Units).
Popup Grid View - Uses a single perspective to display additional content in the popup grid view.
Limited list of Class fields
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| Tip |
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Limited set of class fields is highly recommended to be assigned to Popup Grid View as this is a very compact view not well suited to showing too many columns. |
Steps to create a custom fields list:Create a Custom Fields List
Select "Layout and View
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" from the top lists.
Open the "Fields
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" tab.
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Choose a class from the drop-down list.
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Once a class is selected
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, a list of
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available fields will be displayed on the left.
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The selected fields will appear on the right.
Select desired fields
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and
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utilize the Add/Remove
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buttons to move items between the lists.
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Default configuration- by By default, if a class in a given view and layout does not have any fields selected, all fields will be used. Once at least a single field is added to the Selected fields Fields list, then only fields from this list will be used. |
Example below shows shows Main Grid View will will full set of columns and a a Popup Grid View with with a minimal, limited set:
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Please remember that after changes are done in Layouts panel, they will be visible to users after they log in to system next time. |