Customize layouts and fields
Every project will have a different set of goals. The workforce, requirements, efficiency of employees, type of work etc. varies based on the project's goal. Having a standard layout for all the projects is difficult to handle. To overcome this typical structure, creating custom layouts for different types of project will make your work simple.
Benefits
- Build a custom creation form with custom fields.
- Enhance the type of data that you have in your project.
- Use the various options available for custom fields to capture unique data types.
- Introduce sections to categorize the fields into subheadings.
- Clone existing layouts and alter them into new layouts.
You can customize the layouts and fields of the creation form of the following modules:
About fields
Fields are the entities that describe the purpose of the work item. If the existing fields (Default fields) do not match your business requirement, you can add custom fields to the layout.
- Default Fields - Fields that are already available in the layout and are significant to record basic details.
- Custom Fields - Fields that you customize to serve a specific purpose. Learn more
About layouts
A layout is a group of fields that are designed to help project users capture information clearly. A standard layout has default fields and sections. It gets applied to a project when you do not have custom layouts and you have not associated a particular layout for a project.
- System Layout - System layout is the standard layout that comes in-built and contains all the default fields that are required. You can use this as the basis while creating your custom layouts.
- Default Layout - Default layout is that which you can select to replace the system layout. You can set a custom layout as default so that all upcoming projects will have that layout automatically. On selecting a different layout as default, the existing projects will not be impacted, the changed layout will only be applied for new projects.
- Custom Layouts - Custom layouts can contain custom fields to tailor the layout to better suit your requirements. Learn more
About section
Sections can otherwise be termed as headings to the fields that you specify. A group of similar fields are categorized under a section.
For example: If you want to add Payment Details as one of the sections in the layout. You can do that by adding relevant custom fields like Plan, Monthly, Yearly, Discounts, User Add-ons, Feature Add-ons, Total Amount, Invoice PDF etc. and group of all the payment related fields under 'Invoice' section.Access privileges
If you are the layout owner, you can:
- Add, edit, and delete sections.
- Associate projects to layouts.
- Reorder fields in your layout.
- Reorder fields in other layouts.
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