Layout Management

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  • abhilash.kumar.niit
    Senior Member
    • Sep 2024
    • 122

    #1

    Layout Management

    Hi,

    i want to manage the layout according to the different type of records.

    Example :

    i have a case object where caseOrigin can be multiple. on the basis of the case origin value i want to add or remove some fields from the layout or we may say i want to change the layout. Is it possible in espo??
  • Ashif Malayil
    Senior Member
    • Dec 2023
    • 230

    #2


    Hi abhilash.kumar.niit ,

    Yes, in EspoCRM, you can dynamically adjust layouts based on caseOrigin field values:
    • Field-wise: Use Dynamic Logic in Entity Manager > Case > Fields. Set conditions to show/hide fields, make them required, or read-only based on caseOrigin values.
    • Panel-wise: In Entity Manager > Case > Layouts > Detail, configure Dynamic Logic for panels to show/hide based on caseOrigin.

    Clear cache after changes.

    Comment

    • abhilash.kumar.niit
      Senior Member
      • Sep 2024
      • 122

      #3
      Hi Ashif Malayil, Thanks for your reply.

      i am aware of hiding the fields logic but the problem with that is it will hide the fields but the blank space will still persist which will cause the in consistency in the layout.
      Also, i used the layout section hide logic but this is not the actual solution i want.

      Comment

      • Ashif Malayil
        Senior Member
        • Dec 2023
        • 230

        #4
        Could you please share a specific sample scenario of how you’d like the layout to change based on the caseOrigin value?

        Comment

        • victor
          Active Community Member
          • Aug 2022
          • 989

          #5
          abhilash.kumar.niit,

          You should be able to apply your visibility logic in Conditions making panel visible in a specific Layout Panel. Before that, you need to place the necessary fields in this panel and apply the logic. And then under certain conditions you can hide the entire panel.

          Here is an example of logic based on a certain value of the Status field and the User team in Case entity record.​

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          Comment

          • shalmaxb
            Senior Member
            • Mar 2015
            • 1719

            #6
            I guess, he means the problem, when you hide a field by field logic, it then will leave a gap in the detail view layout.
            I solve this type of problem by doing a layout, which ist as much as possible made vertically and a field (ore more fields), which should be visible under certain conditions I place in an own panel, which I then can hide or display by layoit condition. It is a bit tricky, because you need some more panels as initially thought. but it works and leaves the view more consistent without gaps.

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