Customizing Layouts and Fields
Introduction
Layouts in Zoho Vertical Studio offer a flexible way to structure and present data tailored to specific business needs. By customizing layouts, organizations can ensure that users only interact with data relevant to their role, which improves efficiency, data accuracy, and usability. Whether you’re managing multiple teams or diverse product lines, custom layouts help streamline your processes effectively.
Step-by-Step Instructions:
1. Accessing Layout Configuration
- Log in to your Zoho Developer Console.
- Click on Vertical Studio.
- In the application list, click the Edit icon for the desired app.
2. Creating a New Layout
- In the left-side menu, go to Modules.
- Choose the module where you want the new layout.
- Click the Layouts tab and then select New Layout.
- Give your layout a title, and start customizing by adding fields, sections, and permissions based on your requirements.
3. Standard Layout
- This is the default layout provided.
- Includes fields such as name, contact info, and record owner.
- Best suited for simple, unified workflows (e.g., small business sales pipelines).
4. Custom Layout
- Designed for teams with different needs.
- Useful when:
- You have multiple sales teams (e.g., B2B vs. B2C).
- Your business supports various product lines that require different data inputs.
- You can personalize sections and fields for each team or process.
5. Packaged Layouts
- Created in the developer console and bundled with app versions.
- Automatically deployed to subscriber organizations during signup or upgrades.
6. Layout Upgrade Behavior
| 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 |
7. Changes and Impacts
- Adding a New Layout: Enables new record creation using the layout.
- Editing a Layout:
- Renaming will reflect across all records using that layout.
- Field behavior changes take effect when records are edited.
- New fields are auto-added to relevant records.
- Deleting a Layout:
- Must reassign associated records to another layout.
- Unmapped fields move to the Unused Fields section.
Tips:
- Use custom layouts when managing diverse teams or products for better process alignment.
- Test layouts before publishing to subscribers to avoid data mapping issues.
- Package carefully—non-upgradable properties require manual changes in subscriber accounts.
- Before deleting any layout, double-check data mapping to prevent data loss.
