Set Detail View Layout | Zoho Creator Help

Set Detail View Layout

This page is applicable to all report types except spreadsheet, pivot chart, and pivot table.
There are two specific predefined layouts for detail view: Summary layout and Block layout.

Set summary layout for detail view of a record

  1. Navigate to the Design page.
  2. Click the web, mobile, or tablet icon to create action item for the required mode.
  3. Select Layout section.
  4. Select the required layout from the options provided. You can set the field and layout properties.
  5. Map the fields to specific positions in the layout.
  6. Select the fields. The respective field properties will appear.
  7. Define their properties.

  8. Click Close. The changes are reflected in the preview.

Access the application to view your report. Select a record. You will find that it has assumed the layout that you have selected.

Add block

A block contains the specified fields and their data as a separate entity within the layout of detail view of a record. Adding a new block could be useful to categorize the reports' fields.

Add block in detail view layout of list report

  1. Navigate to Design page.
  2. Click the web, mobile, or tablet icon to create action item for the required mode.
  3. Click Detail View tab in the right panel.
  4. Select Layout section.
  5. Select the second layout from the options provided. You can set the field and layout properties.
  6. Map the fields to specific positions in the layout.
  7. Select the fields. The respective field properties will appear.
  8. Define their properties.
  9. Click Add blockAnother set of fields from the same form will appear.

    You can add multiple blocks one below the other, edit their titles, rearrange them vertically, and delete them if required.
  10. Click Close. The changes are reflected in the preview.

On accessing the list report using a browser, you will find that the detail view of a record is structured into blocks of information that are easily consumable.

Adding a related block helps you include field values from another report which is based on a form that is related to the one at hand.

To add related block in detail view layout of list report:

  1. Navigate to Design page.
  2. Click the web, mobile, or tablet icon to create action item for the required mode.
  3. Click Detail View tab in the right panel.
  4. Select Fields section.
  5. Select the second layout from the options provided. You can set the field and layout properties.
  6. Map the fields to specific positions in the layout.
  7. Select the fields. The respective field properties will appear.
  8. Define their properties.
  9. Click Add Related Block.

    You can add multiple related blocks one below the other, edit their titles, rearrange them vertically, and delete them if required.
  10. Select the required related form.
  11. Select the fields that must be contained in the block.
  12. Enter title for the block.
  13. Select fields and define Properties.
  14. Close the layout window. The preview on the design page reflects the layout.

On accessing the list report using a browser, you will find that the detail view of a record in the report features blocks of field values of that report and the fields values of the related form are also contained separate blocks.

  1. Understand detail view layout for list report
  2. Understand quick view layout for calendar report
  3. Understand quick view layout for timeline report
  4. Understand quick view layout for kanban report
  5. Understand quick view layout for map report

    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 Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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

                                                                                                              • 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 ...
                                                                                                              • 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 ...
                                                                                                              • Understand detail view layouts in calendar report

                                                                                                                A layout is the structure that you assign to a report. It decides what part of the content goes where. It makes your application visually organized and comprehensible. The reports in Zoho Creator can be set in suitable layouts that best provides you ...
                                                                                                              • Understand detail view layouts in map report

                                                                                                                A layout is the structure that you assign to a report. It decides what part of the content goes where. It makes your application visually organized and comprehensible. The reports in Zoho Creator can be set in suitable layouts that best provides you ...
                                                                                                              • Understand detail view layouts for list report

                                                                                                                A layout is the structure that you assign to a report. It decides what part of the content goes where. It makes your application visually organized and comprehensible. The reports in Zoho Creator can be set in suitable layouts that best provides you ...
                                                                                                                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