Layouts
Layouts in Zoho Vertical Solutions are versatile interfaces that help businesses to structure their data to fit specific requirements. The key advantage of using layouts is that you can streamline the data management by ensuring that users interact only with the fields and data relevant to their roles and profiles.
Standard Layout
These are the default layouts available for you to use without any additional effort. It accommodates the most common business needs that include essential fields like name, record owner, contact number, and address information, all that are well organized in a friendly manner.
The standard layouts are best suited for organizations with a unified process. For example, a small business with a simple sales process may use this layout without any additional customization.
Custom Layout
A custom layout helps you to create personalized layouts that cater to different teams, processes, or departments within an organization.
Here are a couple of scenarios where custom layouts can be useful:
- Multiple Sales Teams: A company with B2B and B2C sales teams can create custom layouts with fields and layouts matching the specific requirements of each team.
- Product-Specific Processes: A business handling multiple products with distinct sales processes can create unique layouts for each product line that capture relevant data to manage efficiently.
Creating a Custom Layout
- Log in to Zoho Developer Console and click Vertical Solutions.
- In the following page, click on the Edit icon of the solution to which the layout has to be created.
- In the left menu, navigate to Modules.
- Select the desired module from the Modules tab. Now, in the Layouts tab, click on New Layout.
- Provide a title to your new layout and start customizing the layout with new fields and permissions.
Packaged Layouts
Packaged Layouts are the ones that are created in the Developer console and deployed in the subscriber organizations during Signup or via upgrade. Following content will explain the behavior of such Layouts.
To know more about packaging, refer to our guide on Components Packaging in Zoho Vertical Solutions Platform.
Property | Upgrade Type | Modify Access |
Rename | Upgradable | Developer Only |
Edit Layout | Upgradable | Developer Only |
Module Permission | Non-Upgradable | Developer and User Editable |
Map Dependency Fields | Non-Upgradable | Developer and User Editable |
Lead Conversion Mapping | Non-Upgradable | Developer and User Editable |
Delete Layout | Upgradable | Developer Only |
Changes and Impacts
When a Layout is modified, published, and pushed as an upgrade to the subscribers' accounts, the impacts to the existing records or configurations in the Subscriber's org, such as leads, contacts, and module data that are associated to the particular layout, are provided here.
1. Adding a New Layout to an existing module
When a new layout is added to an existing module, you can create new records based on the layout.
2. Editing a Layout
Any updates made to the 'Rename' property will automatically be applied to all records created using that specific layout. Changes made to the behavior of any existing field through the 'Edit Layout' property will take effect when the records are edited. Additionally, any new fields added via the 'Edit Layout' property will be automatically reflected in all records.
3. Deleting a Layout
Before deleting an active layout, the records associated with it must be transferred to another existing layout. The data from these records will be mapped to the corresponding fields in the new layout. Any fields that existed only in the deleted layout will be moved to the Unused Fields section.
Caution!
Deleting a Layout is a destructive change. It can have lasting effects on your subscriber data and configurations. Please consider the consequences carefully before proceeding, and only move forward if absolutely necessary.
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