Edit the layout of a card

When you have created a new layout, it is time to customize it. Personalize the layout for the main cards and archives to match your organization’s information needs.

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Considerations

Before customizing a layout, determine who the intended users are.

• What do they need at their fingertips?
• Do they need all default fields and tabs, or should you remove something?
• Do they require additional tabs?
• What is the logical order of fields?

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Edit card layout

1. Open the Screen Designer.
2. At the top, select a screen or dialog to customize.
3. Select a layout in the list on the left side.
4. Click below the preview.
5. In the Edit card layout screen, work your way through the tabs of the screen.
   • Add, edit, move, or remove a field
   • Add link or button
   • Organize information into logical groups
   • Add, remove, or restore a tab
   • Change the number of columns in a tab

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Save, publish, or cancel

After editing a layout, click one of the following buttons:

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Undo changes

If you need to revert to an earlier version of the screen, you can access the following options from the Task button ():

• Reset to factory settings: This option discards all changes and resets the layout to the default version provided by SuperOffice.
• Restore tabs: This option reinstates any tabs that have been previously removed.
• Discard draft: This option discards all unsaved changes and reverts the layout to the most recently published version.

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Delete layout

When a user-group-based layout is deleted, users in that group see the default (system) layout. To delete a layout:

1. Select the layout in the Layouts list.
2. Click Delete.