Adding Additional Layouts

You can add multiple layouts to applications or questionnaires that contain an advanced workflow. Applications that do not contain an advanced workflow have only a single layout, called the Default Layout. To access the multiple layouts functionality, you must create an advanced workflow. Create multiple layouts from the Application Builder Layouts menu. The multiple layouts functionality allows administrators to present different information for users depending on which step the user is on in the workflow process.

For example, a Close Incident step may need a layout that shows some limited information about the incident and asks the user for closure comments.

Important: When modifying layouts from within the Workflow Process Designer, you cannot add new fields or update existing fields. You can only add or remove existing objects to or from the layout and arrange existing objects on the layout. You must modify field attributes or add new fields from the Layouts tab.

Add a layout

  1. From the menu, click Admin menu > Application Builder > Applications.
  2. Select the application or questionnaire to add additional layouts to.
  3. In the Layouts menu, click Add New.
  4. Enter a new layout name and click Create Layout.
  5. Complete the Designer tab.
  6. Click Save to save your changes.