Adding and managing panels | Zoho Creator Help

Adding and managing panels

What does this page cover
Learn to add and manage panels to display actual and aggregate key metrics in your dashboards.
Availability
  1. Panels can be created in all plans of Creator.
  2. Only the super admin, admins, and developers can create and manage panels.

1. Setting up panels

1.1. Panel creation flow

1.2. See how to configure


1.3. Steps to create a panel

1.3.1. Add a panel

1. Navigate to the edit mode of the required page and click Open Page Builder. If you've not created a page yet, create one, and you will land in the page builder by default.
2. Click Panel on the left pane of the page builder. A list of panel templates appears alongside. The panel templates can be customized according to your requirements:
  1. Header/Footer - Use a relevant header/footer format in the template if necessary.
  2. Alignment - Change the alignment of the panel elements within to left, right, or center.
  3. Background color - Set the background color of your panel template to white or other solid colors.
3. Drag and drop a panel template onto the builder space. The Panel Configuration pane, which can be called as the panel builder opens.

Initially, the panel templates come with a default static text, which can be edited, configured further, or removed according to your requirements. You can further add and manage panel elements such as texts, images, and buttons within a panel from the panel builder.
Notes
Note: Once you've added a panel template to the page builder, the relevant ZML coding will be displayed in the Code tab of the Panel Configuration pane.
The code can be manipulated to highly customize and design the panel further using our in-house markup language.

1.3.2. Add panel elements

1. Click the arrow () icon in the top left corner of the Panel Configuration pane. The three panel elements, Text, Image, and Button, are listed with different available customizations.
If you've not added a panel yet, add the panel to start adding the elements within them as mentioned in the step below.
2. Drag and drop any of the following panel element templates onto the panel.
  1. Text - Choose from differently sized, italicized, or emboldened templates.
  2. Image - Click Image to view the preset image templates. Choose if the image should be placed in a square, a square with rounded edges, or in a circle. Else, select and drop a preset icon template.
  3. Button - Click Button to view the preset button templates. Choose a Rectangular or Rounded button.
Once you've dropped the panel element onto the building space, you can start configuring the following properties for them:
  1. Display - A value for the static/dynamic text, image, or button that is embedded on the panel.
  2. Action - An action that can be initiated on the click of the panel or a specific panel element.
  3. Style - The visual properties such as padding, color, margins, and so on, for the panel or panel elements.

2. Managing panels and panel elements

From within the panel builder (i.e. Panel Configuration pane):
Apart from building the panel, you can perform the following actions:
  1. Add Element Name - Click the pencil () icon in the top left corner of the Panel Configuration pane to edit the element's name. This name can be used to locate the specific element in the page builder among others.
  2. Delete panel elements - Select the target panel element or container in the panel builder and click Delete Element in the bottom right corner to remove them.
  3. Relocate panel elements - Drag and drop panel elements elsewhere on the panel builder to relocate them.

  4. Resize panels elements - Drag along the vertical margins of a panel container to resize the dimensions of the panel container. This can be done only if more than one panel element is placed in a row in the panel builder.

Once you're done managing the panel elements and configuring the panel, click the  icon to navigate back to the page builder. You can further manage the panel from there, such as relocating its position on the page, giving it a live mode title, and more.

From the edit mode of a page (i.e. page builder):
Click on a panel to perform the actions mentioned below.
  1. Adding a panel title - Click the T icon to give a title for your panel. This will appear as a heading above the panel in the live mode of the application. Once inserted, click the panel title to format it using the below options:
    1. Font family - Choose from six different font types in the dropdown.
    2. Font size - Choose a size from 12 - 40 px in the dropdown. The default value is 20px.
    3. Bold - Click the B icon to embolden the title.
    4. Font style - Click the I icon to italicize the title.
    5. Font color - Click the A icon to choose a matching color for the panel title.
    6. Update title - Double click the inserted title to update it.
    7. Remove title - Select the panel and click the T icon again to remove it. Alternately, use the delete key on your keyboard to remove the element.
  1. Duplicating panel - Click the Duplicate icon to create another panel with the same configuration.
  2. Deleting panel - Click the bin icon to remove the panel from the page.
  3. Relocating panels - Drag and drop panels elsewhere on the page builder to relocate them.
  4. Resize panel - Drag along the vertical margins of a panel to resize the width of the element. This can be done only if more than one page element is placed adjacently in the page builder.

Edit or configure an existing panel:
Click on the required panel that was previously inserted in the page builder, and then click Configure to open the Panel Configuration pane (i.e. panel builder). The panel's configurations can be edited or updated from here.

3. Related topics

  1. Understanding panels
  2. Configuring display for panels and panel elements
  3. Configuring action for panels and panel elements
  4. Configuring style for panels and panel elements
What's next
Previous
What's next
Learn to configure the displayaction, and style properties for panels and their elements.
Previous
Learn about panels, how they contribute to the visual representation of you Creator application data, and their usecases.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG


                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now




                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media


                                                                  • Desk Community Learning Series


                                                                  • Digest


                                                                  • Functions


                                                                  • Meetups


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner


                                                                  • Word of the Day


                                                                  • Ask the Experts


                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now








                                                                                                                            • Related Articles

                                                                                                                            • Configuring style for panels and panel elements

                                                                                                                              What does this page cover Learn to configure the style properties of your panels to make them look visually appealing and aligned with the branding theme of your application. Availability Panels can be created in all plans of Creator. Only the super ...
                                                                                                                            • Configuring display for panels and panel elements

                                                                                                                              What does this page cover Learn to configure the display properties of panels and panel elements to showcase static and dynamic data, visual images and icons, and CTA buttons on a Page component. Availability Panels can be created in all plans of ...
                                                                                                                            • Configuring action for panels and panel elements

                                                                                                                              What does this page cover Learn to configure an action that will get executed when a panel or panel element is clicked on in the live mode of the application. The types of actions include opening an URL, form, report, page, and executing a function. ...
                                                                                                                            • Understanding panels

                                                                                                                              In a nutshell Panels are visual containers embedded in pages and are used to display key information, such as dynamic metrics, statuses, and KPIs in a structured and visually appealing format. They help users grasp critical insights from the ...
                                                                                                                            • Understanding form builder

                                                                                                                              In a nutshell The form builder is a workstation where you can create, edit, and manage forms. Forms collect different types of data through the fields present in them. These fields can be managed and customized from its form builder. In addition to ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources