Assign Layout as per User Profile

Assign Layout as per User Profile

This article covers the steps for creating custom layout & assign it to specific user profile. 

Prerequisites

  1. Permissions: Configuration Management > Layout > Basic Access: Toggle on "Create" & Administrative Access: "Update All"
  2. Product Plans: Elevate
  3. Activities to be Completed: None

Steps

Step 1: Navigate to CRM Settings > Dashboard > Customization > Layouts 



Step 2: To create new Layout firstly need to choose it its applicable for add new lead or edit lead

Functionality of creating custom layout remains the same for both add or edit lead
  


Step 2 (a): Click on New layout



Step 2 (b): Choose required option to set up custom layout as per use case



Step 3: Click on Add section, input the layout & section name.  



Click on pencil icon to update / rename the layout or section name





Now drag & drop required fields as per your sequencing / requirement 


Step 4: Once sequenced as per requirement, click on Preview to view the custom layout





Step 4 (a): Incase if the field is not required click on 3 dots to to Remove field if not required or can also choose from the options i.e.
  1. Mark as Required - Will ensure to make it a mandatory field, without filling the details it will not allow to proceed further (denoted by Asterisk symbol *)
  2. Mark as Important  - Can be used to capture any important information to refer at a later stage
  3. Incase you choose a wrong field, click on Remove button 


Step 5: Click on "Save & Next"   



Step 6: You can choose to mark new custom layout as default, by doing so it will auto populate the layout that all the user will see when no specific profile has been assigned & Click on Select profiles for the layout radio button to choose specific profile for custom layout





Step 7: Once you have selected desired User Profile, Click on "Save"



Step 7(a): Custom layout will be seen on layout listing page, where in you can check which user profiles is setup for this newly created layout



Note:
1. You can choose to assign same layout for multiple user profiles
2. Only 1 custom layout can be set for user profile at a time

Incase you need to create multiple Layouts profile with some minor changes, you can clone the layout to add / delete / rename required  sections or fields instead of creating a completely new layout.




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