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Status Future consideration
Categories Application
Created by Karla Johnson
Created on May 27, 2021

Allow for custom layout templates to be built on other custom layouts

In our environment, we have created base custom layouts that all our teams need to use to apply standard fields common to the organization as a whole. However, most teams have a couple of additional custom fields they like to add to their workspace layout. As a result, every time we add or change a field on the base layout, we will have to manually update all of the other custom layouts - which can be over 60 layouts at times. This is a very time consuming effort and often results in errors.

It would be great if you can allow some custom layouts to be built on other custom layouts. That is, if a layout is based on another layout, the first set of fields displayed would be the fields from the base layout, and the new layout would be just the additional fields that would be display at the bottom when viewing/adding the record.

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3 MERGED

Ability to define customized 'default' custom layouts for each record type that individual workspaces can then build upon

Merged
We have defined a required set of fields for every record type in Aha!. These are custom fields that are required when reporting out to our key stakeholders and executive leadership. We try our hardest to stick to a small number of custom layouts ...
Shannon Sauvé almost 3 years ago in Account settings 0 Future consideration