Create Custom Layout | Zoho Creator Help

Create Custom Layout

Info
This page is relevant to list type report only.

To create a custom layout for quick view:

  1. Navigate to the Design page of report.
  2. Select Quick View tab.
  3. Click Custom Layout. The Build your Layout window will appear.
  4. Click From Scratch.
  5. Select Text option.

  6. Drag and drop text elements in the design area.
  7. Select Image.
  8. Drag and drop the required image type in the design area.
  9. Assign the Fields for the elements in the layout.
  10. Set Display properties for the fields.

  11. Set actions for text and button fields. For example, configure to tap an address to open it in Maps, a phone number to start a call, or quickly access looked-up fields.

  12. Format the Text and Images in the layout.

  13. Close the layout designer. The created custom layout is added to the layouts section in quick view.

When you access the application, the quick view of your list report will be displayed in this custom layout.

To set layout properties:

  1. Click on the desktop icon at the top right corner of the window.
  2. Select the number of columns or provide custom specifications.
  3. Click Done to save.

To enter name for layout:

  1. Click on the edit icon by the default name.
  2. Enter the name
  3. Press Enter key. The name will be saved.

To create conditional formatting:

  1. Click Configure in the Style section. The formatting window will appear.
  2. Choose formatting.
  3. Specify criteria for condition.
  4. Enter Name.
  5. Click Save. The conditional formatting rule will be saved.

To delete element from layout:

  1. Select the element that needs to be removed.
  2. Click the Delete Element button to delete that element.
  1. Understand layout designer for quick view of list report


        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

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  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

                                                                                                                                    • Custom card layout for e-commerce app

                                                                                                                                      Requirement Display products in a card layout with a button to add required products to a cart. Use Case An e-commerce business uses an order management app to process orders. Products need to be displayed in a card layout with product images, and ...
                                                                                                                                    • Creating a custom layout

                                                                                                                                      1. What does this page cover? Learn to design a custom layout corresponding to your business requirements for the detailed view of your records using the Canvas layout builder. Before moving ahead, you can learn more about canvas layout builder and ...
                                                                                                                                    • Understanding canvas layout designer

                                                                                                                                      1. What does this page cover? Learn about how you can use Canvas layout builder in Creator to design the detailed view layout of your records, corresponding to your business requirements. 2. Availability This help page is for users in Creator 5 and ...
                                                                                                                                    • Manage custom layout

                                                                                                                                      1. What Does This Page Cover? Learn how to name, rename, edit, and perform other customizations on the custom layouts you have designed for the detailed view of your records using the Canvas layout builder. Before moving ahead, you can learn more ...
                                                                                                                                    • Set Quick View Layout

                                                                                                                                      This page is applicable to all report types except spreadsheet, pivot chart, and pivot table The list type layouts can be broadly classified as tabular and non-tabular. You can do the following: To set tabular layout for list report Navigate 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