1. What Does This Page Cover?

1. Name custom layout
2. Edit custom layout 
3. Define field properties
4. Create conditional formatting
5. Remove elements from layout
6. Export custom layout
7. Setting canvas detail page as default

3. Name a custom layout

1. Navigate to the Design page of the report.
2. Select the Detail View tab.
3. Click the required layout card beneath the Custom Layout section if you have already created one. Click here to learn how to create and customize a custom layout.
4. Enter the layout name at the top and click Save.
   
   

4. Edit a custom layout

1. Navigate to the Design page of the report.
2. Select the Detail View tab.
3. Click the required layout card beneath the Custom Layout section to edit that layout.
   
   
   
   

5. Define field properties

1. Drag and drop a field (form or system) from the menu on the left in the Data module.
2. Click the field label or its value. In the Style module on the left, click the Properties tab.
3. Set the required Display properties for the fields. These properties vary depending on the field types.
   
   
4. Click Save and close the template.

6. To create conditional formatting

To learn more about conditional formatting, click here. 

1. Drag and drop a field (form or system) from the menu on the left in the Data module.
2. Click the field label or its value. In the Style module on the left, click the Conditional Formatting tab.
   
   
3. Click Configure. The formatting window will appear.
   
4. Choose a custom template or select a predefined template.
   
5. Choose the formatting and specify criteria for the condition.
   
   
6. Enter Name.
   
7. Click Save.

7. To delete element from layout

1. Select the element that needs to be removed.
2. You can either press the Delete button on your keyboard, or right-click the field and click Delete.
   
   

8. To export a custom layout

1. Navigate to the Design tab.
2. Select the Detail View tab.
3. Click the required layout card beneath the Custom Layout section. The custom layout builder will open.
4. Click the upload icon at the top right to export your custom layout. The layout will be exported in .json format.
   
   

9. Setting canvas layout as default

1. Navigate to the Design page of the report.
2. Select the Detail View tab.
3. Click the required custom layout. 
   
   
4. Make any changes if required, then save the layout. It will be set as the default detail view for your records.

Related Topics

1. Understand canvas layout designer
2. Create custom layout