Online Help | Web App

Customizing detail form layouts

Introduced in 2023.2

When you open an object record, such as an incident, all the object details are presented on a dedicated form known as a detail form. Typically, the information is organized into various tabs, such as General, Activity, Related Objects, and others; the layout varies based on the object class. This article explains how to customize the layout of objects' detail forms, also known as "full forms."

System layouts

Alloy Navigator comes with system layouts, one for each object class. All objects' detail forms employ these system layouts by default. They also serve as a safety backup, allowing you to easily revert any changes back to the system defaults.

System layouts are immutable and cannot be modified or deleted; they consistently exist within the system.

Customize form layouts

System form layouts are a good fit for most scenarios. However, there might be certain situations where you would want to customize them. You have the flexibility to relocate fields, introduce new sections and tabs, mark some fields as mandatory or read-only, or eliminate unused UI elements. A common use case is strategically placing user-defined fields in the most prominent location.

In order to customize a form layout, you first need to create a custom layout, make sure that everything works as expected, and then set your custom layout as default to apply your changes.

To customize a form layout for an object class:

  1. In Admin Center, go to form layouts for the target object class: Workflow and Business Logic > Form Layout Configuration > [Module] > [Object class]. Note the "System" layout; it is the system layout we discussed earlier.

  2. Click the plus button to create a new layout. Your new layout is a copy of the system one.

  3. Make the required changes.

    INFO: For details, see Form layout format.

    TIP: You can always revert your changes by restoring the default settings in the System layout.

  4. Preview the new layout by making sure that schema and skeleton look as expected.

  5. Save your custom layout.

  6. Set the custom layout as Default to apply the changes.

You can export your custom layouts as JSON files. You can import external layout definitions, provided they match the proper application version. and object class. Please find a detailed description of the form layout format below.

Examples

Moving a field

You can move a field from one panel to another panel or tab by following the procedure described below.

Let's suppose you need to move the Related Problem field from the Details panel to the Prioritization panel on incidents. Do to it, complete the following steps:

  1. Locate the Related Problem field in the JSON file. The key refers to the field name, while type denotes the element type.

  2. Select the Related Problem field as shown below:

  1. Cut the selected element from the layout.

  2. Paste the selection into the desired position in the items list of the Prioritization container.

  1. Save the layout.
Removing an element

To remove an entire element:

  1. Locate the element by its key in JSON.

  2. Select the element with all its attributes as shown in the example below:

  1. Delete the selected code.

  2. Save the layout to apply the changes.

Adding a user-defined field (UDF)

To add a UDF, complete the following steps:

  1. Identify the desired location within the layout where you want to place the UDF field.

  2. Insert the following JSON code snippet into the appropriate spot in the layout:

{
        "key": "UDF_Test",
        "type": "field"
}

NOTE: If you move a UDF field to a custom location, it will no longer appear in its default location, which is either the Custom Data tab or the Custom Data panel in the General tab.

  1. Save the layout to apply the changes.