Assigning layout for Roles/ Events
After a layout designing is finished, the user has to press submit to save the settings. After pressing submit, layout permission window pops up. Here, the user can define what roles should view this layout and for what event. Search for the role and assign the layout for the event. In this way, a user can create multiple layouts for different events. The following are the events for which user can assign a layout:
| Event Name | Description |
| Create | Creating a new record |
| Change | Changing an existing record |
| Approve | Approving the record in the workflow |
| Extend | Extending a duplicate material |
| Copy | Copying a record |
| Summary | Summary of an existing record |
| Edit & Reprocess | Editing and reprocessing an existing record |
| Activate | Activating a deactivated record |
| Deactivate | Deactivating an existing active record |
| Quick View | Quick view of an existing record |
| Quick Create | Quickly creating a new record |
| Excel Connect | Downloading the records in Excel |