Customize the Page Layout in Skara

​

Topics covered:

• Layout Access
• How to Customize the Page Layout for Web
• How to Customize the Page Layout for Mobile App

​

Layout Access

​

How to Customize the Page Layout

• Navigate to the Profile Icon in the top right corner.
• Click on Set Up
• Head over to the Modules category
• Select any Module from Contact orCompany

• Click on the Customize the Page Layout option
• Here, you can
  • Create a New Layout
  • Customize the Default Page Layouts

​

Create a New Layout

• Click on the Create New Layout option on the right

• A pop will open asking for the following details
• Layout Name: Enter the layout Name
• Choose Layout Frame: Select the appropriate Layout Frame from
  • 3 Column Layout - Default Layout
  • 2 Column Layout - Left Sidebar
  • 2 Column Layout - Right Sidebar
  • 2 Column Layout - Equal width
• Once you have provided the information, click the Start Customization button.

• You will be redirected to the Visual Layout Builder Page
• Here, a blank canvas will open with the selected layout frame and one action bar at the top. You can drag-drop the required widget on the screen to create a preferred layout.

• You can also Set the Visibility Rule from the + Add Rule option
• Set the Condition Criteria and Save

• Once you are done making the changes, you can hit on Save.

• A pop will open asking for the following information,
  • Layout Name: It will display the name that you provided earlier, but you can change it before saving.
  • Description: Add a description of the newly created layout.
• Choose if you want to Enable this layout for usage. If you enable the option it will open an option to allow access,
  • Organization Level: Everyone in the organization will have access to this layout.
  • Role: Only users with specific roles can access this layout.
  • Teams: Only users in the specific team can access this layout.
  • User: Only specific users can access this layout.
  • Then, Save the information

​

Customize the Default Layouts

• Hover on the Default Layout option, Actions button will appear
• Click on the Actions button and select the Edit option.

• You will be redirected to the Layout Builder Page.
• Here, you can drag and drop the Widgets to align with your specific business processes.
• You can choose to enable/disable the given Actions under the Quick Actions for Module Card

• Once done, save the changes.

• Once you click on the Save option a pop will open asking for the following information
• Here, you can
  • Change the Layout Name
  • Add the Description
  • Enable/Disable the Layout for Usage
  • Change the Layout Access
  • Once done, save the information.

​

How to Customize the Page Layout for Mobile App

• Copy Layout from Desktop: This will copy all the widgets, sections and settings that has applied to the desktop layout.
• Start Fresh: This will create a blank layout without any widgets, that allows you to select the widgets based on your requirements.

• You can also switch between the Web, Mobile, and Tab layout.

• New Widgets: That helps to display the widgets that are available for the mobile layout.
• Reusable Widgets: This will allow you to quickly copy widgets from other layouts.
  • Select Layout: Select the specific layout from which you would like to copy the widget.
  • Screen Type: Select the Desktop or Mobile as the screen type.

• Move to the custom layout that has an active mobile layout.
• Toggle off the Enable Custom Mobile Layout from the top bar

• It will give a pop-up message for the confirmation.

• Hit “Yes” to disable the mobile layout.