Layouts

 

Custom Property Cards for Work Items and Cases can be displayed based on admin-defined rules and conditions, rather than the layout set in the viewer's Profile.

For example, display a Property Card layout based on the type of Project, its department, and its current state. Each Work Item / Case can have multiple layouts, each with its own set of rules.

As conditions change, the layout dynamically updates based on the rules that match the new condition.

So a project in Draft state may display a specific field, but when in Active state, the same field is irrelevant and therefore removed from the layout.

If the Work Item/Case does not have a matching rule when a user views the Property Card, they’ll continue to see the Property Card from their Profile.

You can have up to 20 active rules per item type (Project, Task, Request, etc.).

Layouts help you to:

  • Remove the clutter - Optimize views to display only relevant fields
  • Save time - Spend less time scrolling through long lists, reduce the number of searches in the Property card, and eliminate the need for users to switch profiles
  • Dynamically update and refresh the information that is displayed as projects progress, states change, costs are updated, etc.
  • Reduce maintenance of Profile-level Property Cards

 

To create a new Layout:

  1. Go to Settings > Layouts.
  2. In the left menu, select the Work Item or Case (Project, Task, Issue, etc.).
  3. Click New Layout.

  4. Enter a Layout name and description.
  5. Set Evaluation Criteria.
    Add up to 5 rules per layout. You can create basic and advanced rules.

    Basic rules

    In the Rule field, select the field. Select the operator and Value or Field depending on what the rule field is based on.

    Example - This layout is displayed based on the Project State


    Example II - This layout is displayed when the person viewing the Project is the Project Manager


    Advanced rules
    • Let you create formulas with OR conditions using ”||”
    • Let you access user fields using CurrentUser().Profile to build display rules that use both item fields AND user fields
    • Let you use more advanced functions like:
      • HasRole
      • IsMemberOf
      • IsMemberOfProfile
      • and more..

Example - This Layout is displayed for a specific Profile (Executive) or for Bob Smith

Note: Rules based on Rich-Text Area fields are not supported.

  1. If you want additional conditions, click Add rule condition.
    Tip: Click the icon to duplicate a rule to create a similar rule.
  2. Drag fields to and from the sections in the Layout. Move them within the sections as needed.

    drag.gif
  3. To add a new section click Add Section below the existing sections. Add and remove sections as needed.
  4. Click Save.
  5. In the Layouts list, enable the new layout.

  6. Set a Run Order. The Run Order defines which rule is applied. Rules set higher will override those set lower down.

 

 

Have more questions? Submit a request

Comments

Powered by Zendesk