Configure a record layout

A record layout arranges what an entry's page shows, in three areas: a left column, a main area, and a right column. Place the blocks where people look first, name the layout, and save it as shared with everyone who works in the collection or as personal to you.

Requirements

A role that can edit the collection. Layouts use the same permission as saved views; there is no separate one.

Steps

1. Open an entry in the collection and start editing its layout. A record layout (elsewhere: record page) belongs to the collection, so every entry in it can use the same arrangement.
2. Place the blocks. Put what people act on in the main area, and supporting detail to the sides. A recruiter's candidate page might keep current role, availability, and stage in the main area, contact details and documents in the left column, and linked placements and recent activity in the right.
3. Name the layout. Name it for who uses it: Recruiter view, Account manager view.
4. Choose shared or personal. A shared layout is available to everyone with access to the collection; a personal one only to you.
5. Save.

Notes and limitations

• Only the creator edits. Only the person who created a layout can change or delete it. To adjust a colleague's shared layout, ask them, or save your own version.
• Deleting is permanent. A deleted layout is removed, not archived. The entries themselves are not affected.
• A layout never changes data. It changes only what the page shows, the same way a view changes only what a list shows.
• Several layouts per collection. A collection can have several saved layouts, so different roles can each see the entry their way.

Related

For how layouts relate to views, see Views and record layouts. For the list side, see Create and save a view.