Creating a layout for a form or item

Every layout requires a primary layout, or validation fails. An icon on the tab that contains the name of the layout (at the bottom of the Layout tab) indicates the primary layout. A layout name is global for a study, and you can use it once for each form in a study. Layout names are case-insensitive; for example, you cannot have two layout names called ABC and abc. You can add a name for a layout:

In the Project Explorer, select the Forms and Transactions Explorer bar.
or

In the Project Explorer, select the Items Explorer bar.
Select a form or item, and select the Layout tab.
If a layout has not been created, the Create Layout button appears in the workspace.
Click Create Layout.

In the Project Explorer, select the Forms and Transactions Explorer bar.
or

In the Project Explorer, select the Items Explorer bar.
Select a form or item, and select the Layout tab.
On the toolbar, select Layouts > Create Layout.
The Create Layout dialog box appears.
Do one of the following:
- To use an existing layout name, select the name from the Name of new layout drop-down list. The list includes all of the study's registered names that have not been used for the form or item. The list includes the primary layout if it does not exist for the form or item.
- To use a new layout name, select New, and type a name for the layout. The name is added to the list of registered names for the study, and you can select it from the drop-down list.
Note: Registered names enforce the selection of the correct layout name.
From the Initialize styles from the following layout drop-down list, select a layout. The layout is copied and named according to the name that you provide.
Click OK.