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Default Layouts

guide
1 min readUpdated

User Guide › Configuration

Default Layouts
Users layouts
Save
Save and Close

Overview

Use Default Layouts to maintain the layout record used for job lists. This page is intended for users who manage business configuration and need to save changes to a default layout. Use it when the required layout information has been entered and is ready to be saved.

Before you start

Ensure that you can access Users layouts and have the required information available. The form requires two fields; complete both required fields before saving.

Steps

  1. Select Users layouts to open the layout area.

  2. Complete the required layout information on the form.

  3. Select Save to validate and save the Default Layouts record.

  4. Select Save and Close when you want to save the record and leave the page.

Tips & cautions

Warning: The form cannot be saved when a required field is missing. Complete both required fields before selecting Save.

Tip: Select Save before leaving the page when you want to retain your changes.

Troubleshooting

  • The record does not save → A required field is missing → Complete both required fields and select Save again.
  • You need to retain changes and leave the page → The record has not yet been saved → Select Save and Close.

Result

The Default Layouts record is validated and saved when all required fields are completed.

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