Default layouts
Default layouts is the configuration screen for reviewing and maintaining the layout assigned to a list.
| If you need to… | Go to |
|---|---|
| Identify the fields and buttons on the screen | Understand the screen |
| Load, normalize, reset, or save a layout | Maintain a default layout |
| Respond to a required-field or request message | Handle validation and request outcomes |
| Work with user-specific layouts | Users layouts |
Before you start
Prerequisites
| Item | What to have ready |
|---|---|
| List num | The list whose layout you are maintaining |
| Layout | The layout text you are replacing or restoring |
Plan to provide both List num and Layout before selecting Save.
Both List num and Layout are required before you save.
Open Default layouts
Prerequisites
- Have access to the Configuration area.
Steps
- Open Configuration.
- Select Default layouts.
Result: The Default layouts screen is open, with List num, Layout, and the layout actions visible.
Understand the screen
The screen provides the List num field, the Layout text area, and five actions for working with the selected layout.
Fields
| Field | Type and behaviour | Required |
|---|---|---|
| List num | Searchable select box | Yes |
| Layout | Text area, 350 pixels high, with automatic resizing disabled | Yes |
Both fields show a required marker. The page has no grid, configurable field, or additional conditional field surface.
Actions
| If you need to… | Select |
|---|---|
| Save the current layout | Save |
| Save the current layout and leave the screen | Save and Close |
| Remove line breaks and unnecessary whitespace from the layout text | Stringfy |
| Restore the layout | Reset |
| Load the layout for the selected list | Get layout |
Four other visible controls do not have a label. Select the control that matches the layout task.
Maintain a default layout
Follow these steps to load a list's layout, adjust its text, restore the layout, or save the result.
Prerequisites
- Have the Default layouts screen open.
- Know the list represented by List num.
Steps
-
In List num, select the list whose layout you want to work with.
-
Select Get layout.
-
In Layout, review or enter the layout text.
-
Select one of the following actions:
If you need to… Select Remove line breaks and unnecessary whitespace from the layout text Stringfy Restore the layout Reset Save the layout and remain on the screen Save Save the layout and leave the screen Save and Close
The Get layout action is disabled until List num has a value. Saving first validates the
two required fields. A successful request displays Your request was completed successfully.
An unsuccessful request displays An error occurred while processing your request.
Note: Select a list in List num before using Get layout.
Result: The selected layout is loaded, normalized, reset, or submitted according to the action you selected.
Handle validation and request outcomes
When a layout action stops or reports an outcome, match the displayed message to the appropriate response.
Prerequisites
- Have the Default layouts screen open.
Steps
- Select the matching row's recommended control.
| What you see | What it means | Recommended control |
|---|---|---|
This Field Is Required | A required field is empty. | Save |
Your request was completed successfully | The layout request completed successfully. | Save and Close |
An error occurred while processing your request | The layout request returned an error. | Save |
| Get layout is unavailable before a list is selected | List num has no value. | Get layout |
Result: You have the next action for the message or control state shown on screen.
Know what’s next
User-specific layouts are maintained from Users layouts. Select Users layouts to continue there.
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