Layout Manager

The Mythradon Layout Manager allows System Administrators and Developers to change the layout of fields on forms and lists.

This includes Detail, Edit and List views as well as Search Filters and fields for mass-update forms. Each entity will have several views already defined.

When a new entity is created it will automatically be provided with default versions of the following views:

• List View
• Detail View
• List (Small) View
• Detail (Small) View
• Bottom Panels
• Search Filters
• Mass Update
• Side Panel (Detail) View
• Side Panel (Edit) View
• Side Panel (Detail Small) View
• Side Panel (Edit Small) View
• Side Panel Fields
• Kanban View
• Convert Lead View

The following image shows the list of Views that are automatically generated for a new custom entity.

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Access Layout Manager

To access the Layout Manager:

• Select Administration → Layout Manager from the Menu Button
• Select the Entity that you wish to edit the Views for
• Select the appropriate View that you wish to edit
• Make the necessary changes and click the Save button.

Note

Once saved the changes will take affect for the current user immediately. Other users will need to either refresh their browser using F5 or simply logout and back in again for the changes to be displayed.

Alternative way of accessing the Layout Manager:

• Select Administration → Entity Manager from the Menu Button
• Select the Entity that you wish to edit the Views for
• Click the Layouts button.

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View Types

Most entities have the following View Types available for configuration using the Layout Manager:

• List View
• Detail View
• List (small) View
• Detail (small) View
• Bottom Panels
• Search Filter View
• Mass Update View
• Side Panel Fields
• Kanban View
• Side Panel Fields

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List View

List Views are typically the default view that is displayed when selecting an item from the menu. List Views are designed to display a list of records from the selected entity type. i.e., Account List View or Contact List View.

List View are displayed with a Search/Filter bar at the top that can be used to search or filter the records that are displayed in the list. To set the fields that can be used in the Search/Filter bar refer to the Search Filter View.

The Layout manager allows you to define the fields that are displayed on the List View as well as:

• Order of the fields displayed on the List View
• Column widths of the displayed fields
• Text alignment
• Hyperlinks on fields

The following image shows how to add fields to a List View by dragging and dropping the fields from the Disabled fields to the Enabled fields. To set the order of the fields, drag-n-drop the fields in the Enabled list to the order required.

Changing the properties of a List View column:

• Click on the edit icon on the appropriate field
• Change the properties as required
• Click the Apply button.

Column Properties

Property	Description
Width (%)	Defines the percentage width that should be applied to displaying the data in the field.
Link	If checked, then a field value will be displayed as a link pointing to the detail view of the record. Usually it is used for Name fields.
Not Sortable	Controls if the field can be sorted. Sorting is performed by clicking on the column heading in the List View.
Align	Controls the text alignment of the displayed data. Available options: Left Right .

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Resetting to Default

At any time you can reset the List View to the default layout by clicking the Reset to Default button as shown in the following image:

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Detail View

Detail Views are used for displaying the details of a record. Each entity will have a default Detail View. The Layout Manager allows you to modify each Detail View.

Detail Views consist of the following:

• Panels
• Rows
• Cells
• Fields

The following image shows the Layout Manager editing a Detail View for a custom Project entity.

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Resetting to Default

At any time you can reset the Detail View to the default layout by clicking the Reset to Default button as shown in the following image:

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Panels

Detail View Panels are used to group fields into logical sections that are displayed on the view.

A Detail View can contain multiple Panels. As a minimum there must be at least one Panel on each Detail View.

Each Panel has several Properties that can be used to change the display of the Panel. The following image shows how to edit the Properties of a Panel:

Panel Properties

Property	Description
Panel Name	Defines the title/name displayed at the top of the panel.
Conditions making panel visible	Conditional logic used to control if a panel is displayed.
Style	Style can be used to set the border and title background colour of the panel. Available options:
Conditions making style applied	Conditional logic used to control the style that is applied to the panel. This will use the Style as defined in the previous property when the condition is met otherwise the default style will be applied.
Hidden	Controls if the panel is hidden.

When using the Conditions making style applied the style that is applied is the value set in the Style property. This style is only applied if the conditional logic defined in this field equates to true, otherwise the default style is applied. This conditional logic does not allow for setting multiple styles based on different conditions being met in the conditional logic.

For example the following logic will set the colour of the Account Overview Panel to Success (Green) if the State = 'Victoria'.

This feature is useful to highlight a Panel with a colour only when a specific condition is true.

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Rows

Within the Panels on Detail Views we have Rows. As a minimum there must be at least one Row within a Panel. Rows are horizontal grouping of Cells.

The following image shows how to add and remove Rows.

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Cells

Within the Rows on Detail Views we have Cells. As a minimum there must be at least one Cell within a Row. Cells are place holders for Fields.

The number of Cells within a Row is either 1, 2, 3 or 4 as shown in the following image:

The following image shows how to add and remove Cells from a Row.

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Fields

To display a Field on a Detail View you need to drag-n-drop the Field from the list of available fields into a Cell.

As you drag a Field onto a Cell, the border of the Cell will change to a red colour when it is ready to accept the Field as shown in the following image:

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List (Small) View

The List (Small) View is a list view that is used in selection dialogs. Selection dialogs are used when selecting a related record. i.e., relating an Account to a Contact.

Selection dialogs are not at wide as List Views so you may want to adjust the number of columns/fields that are displayed.

The following image shows the Account selection dialog that uses the List (Small) View on the Account entity:

Modifying the List (Small) View is identical to the instructions for the List View

Note

Each entity only has one List (Small) View. The fields that you choose for you List (Small) View will be used for all situations where the specific entity selection dialog is displayed.

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Detail (small) View

The Detail (Small) View is a detail view that is used when users wish to create a new record of an entity in selection dialogs. Selection dialogs are used when selecting a related record. i.e., relating an Account to a Contact.

Selection dialogs are not at wide as Details Views so you may want to adjust the number of columns/fields that are displayed.

The following image shows the Account selection dialog that uses the Detail (Small) View on an Account record:

Modifying the List (Small) View is identical to the instructions for the List View

Note

Each entity only has one Detail (Small) View. The fields that your choose for you Detail (Small) View will be used for all situations where the specific entity selection dialog is displayed.

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Bottom Panels

The Bottom Panels section appears at the bottom of the Detail View and displays records from all entities that have a defined relationship with the current entity.

For example, if an Account is related to multiple Contacts, a bottom panel can be configured to display all associated contact records directly within the Account's Detail View. This provides quick, context-aware access to related data without needing to navigate away from the primary record.

Bottom Panels can be configured in two layout styles:

• Vertical View – Panels are stacked one beneath the other.
• Tabbed View – Each related entity is shown in its own tab, allowing for a cleaner and more organised display, especially when multiple relationships exist.

If you wish to separate the related entity lists into distinct sections, you can use drag-and-drop to insert ...Tab-Break items from the Disabled list and position the page tabs accordingly in the Enabled list. Each page tab can contain one or more related entity lists, giving you full control over how related data is grouped and presented within the Detail View.

The following image shows the Panel View on an Account record:

To modify what relationships can be shown as Bottom Panels:

• Click on an Entity to edit in Layout Manager. i.e., Account Entity
• Click on Bottom Panels. Select the relationship you wish to see as Bottom Panels by dragging it into Enabled column.
• Hover over the enabled panel item and click the pencil icon to edit the properties of the item.
• Click the Save button.

The following image shows how to modify Bottom Panel View:

Bottom Panel Properties

Hover over an enabled panel item, then click the pencil icon to open and edit its properties. This allows you to configure display settings, adjust labels, or modify how related data is presented within the panel.

Bottom Panel items that are related to an entity such as Contact, Case etc have different properties to the ...Tab Break.

Entity Bottom Panel Properties

Property	Description
Conditions making panel visible	Defines conditional logic based on field values within the entity to control whether the panel is shown. Supports complex expressions using AND, OR, and NOT operators to combine multiple conditions.
Style	Specifies the visual style (color theme) applied to the panel. Available options include: Default, Success (green), Danger (red), and Warning (orange).
Conditions making style applied	Applies conditional logic to dynamically determine the panel's style based on field values. This allows the panel to visually reflect its context or status using the same AND, OR, and NOT logic.
Sticked	Determines whether a visible separator is displayed between the main detail section and the related bottom panel in the Detail View. When disabled, it visually distinguishes the bottom panel as a separate section.

Tab Break Bottom Panel Properties

The Tab Break properties allow you to define the label that appears on the tab. This caption helps users easily identify and navigate between different groups of related entity panels.

Note

A tab will only be displayed if it contains at least one visible related entity panel.

If a tab does not appear, it may be due to one of the following reasons:
The user's access roles do not permit visibility of the related entities within that tab.
Conditional logic applied to the Bottom Panel entities may be hiding them based on specific criteria.

Ensure that both access permissions and panel visibility rules are properly configured if a tab is unexpectedly missing.

Example

The following example demonstrates how to configure the Account Detail View to use tabbed layout for displaying related entities within the Bottom Panels section. This approach helps organise related records into clearly labeled tabs, improving readability and navigation.

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Resetting to Default

At any time you can reset the Bottom Panel View to the default layout by clicking the Reset to Default button as shown in the following image:

Search Filter View

The Search Filter View is displayed at the top of a List View, right next to the search box. Search Filter View allows administrators to configure which fields that can be used for filtering the list of records.

The following screenshot is an example of Search Filter View in Account entity:

To modify which fields can be shown in Search Filter View:

• Click on an Entity to edit in Layout Manager. i.e., Account Entity
• Click on Search Filters
• Drag the fields you wish to include in Search Filters from Disabled section to Enabled section
• Click the Save button.

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Resetting to Default

At any time you can reset the Search Filters View to the default layout by clicking the Reset to Default button as shown in the following image:

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Mass Update View

Mass Update is an option to update a certain fields in bulk at the same time for all entities. Mass Update can be accessed via Entity List View by selecting a group of records, then click Action button and select Mass Update.

The following screenshot shows how to access Mass Update option.

To modify which fields can be mass-updated:

• Click on an Entity to edit in Layout Manager. i.e., Account Entity
• Click on Mass Update
• Drag the fields you wish to include in Mass Update from Disabled section to Enabled section
• Click the Save button.

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Resetting to Default

At any time you can reset the Mass Update View to the default layout by clicking the Reset to Default button as shown in the following image:

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Side Panel Detail View

Side Panel view is displayed on the right panel when you click to view an entity record in details. Side Panel provides an ability to hide or re-order the list of panels: Activities, History, Tasks and others. To make more panels available, you need to select them at Side Panel Fields.

The following screenshot is an example of Side Panel

To configure Side Panel for detail view:

• Click on an Entity to edit in Layout Manager. i.e., Account Entity
• Click on Side Panel (Detail)
• Drag the fields you wish to include from Disabled section to Enabled section
• Click the Save button.

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Side Panel Edit View

This is similar to Side Panel Detail View, but it is used for Edit View when you wish to edit an entity record.

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Side Panel Detail Small View

This is similar to Side Panel Detail View, but it is displayed in a Detail Small View. Please refer Detail Small View.

The following screenshot is an example of Side Panel Detail View

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Side Panel Edit Small View

This is similar to Side Panel Detail Small View, but it is used for Edit View when you wish to edit an entity record.

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Side Panel Fields

Side Panel Fields allow you to configure which fields are available to be visible at a side panel. By default, Assigned User and Teams are available.

To configure Side Panel Fields

• Click on an Entity to edit in Layout Manager. i.e., Account Entity
• Click on Side Panel Fields
• Drag the fields you wish to include from Disabled section to Enabled section
• Click the Save button.

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Kanban View

Kanban is a tool in project management to visual work-in-progress, work and maximise the efficiency of a team. Mythradon provides Kanban View for any system or custom entities. To learn more about Kanban View click here Kanban View in Mythradon.

Note

Please be advised that the Kanban View can only be accessed for entities that have at least one dropdown list, as this list will serve as the statuses within the Kanban Board.

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Convert Lead View

Convert Lead View is a specific view for presale entities only, including Accounts and Opportunities. To access Convert Lead view setting:

• Click on an Entity to edit in Layout Manager. i.e., Account Entity
• Click on Convert Lead
• The setting of Convert Lead is similar to Details View.

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See Also

• Kanban View

• Mythradon Bookshelf Home

• Mythradon Basics

• Mythradon Marketing
• Mythradon Sales
• Mythradon Service
• Mythradon System Administration
• Mythradon Tools

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