How do I edit a Context Layout Structure?

Use the Context Layout Structure to configure the fields that appear on the application pages.

  1. Click Configuration > User Types.
    The User Types page appears.
  2. In the left pane, select the user type for which you want to edit the context layout.
  3. Click Screen Configuration.
  4. Expand Application screens.
  5. Click the page for which you want to edit the context layout. For example, click Activity hint.
    The Context layout structure for the selected page and the selected user type opens. On this page, you can add or edit properties, actions, tabs, columns, and sections. Properties appear as fields and actions appear as buttons. Tabs, columns, and sections define the structure of the layout. You can also configure visibilities to properties and define the conditions under which the visibility settings are effective.
  6. Follow these steps to add a property:
    1. Click the Click to add button.
      The Add property dialog box appears.
    2. Select the property that you want to add and click OK.
      If you add an enumeration property, the Value visibility section is displayed. When you configure pages for a user type, the Context layout structure page provides an indicator to show that a property is configured. When you add an item to the Layout structure column of the page, it appears in red until you add visibility to the field. After you define a visibility for the item, it's no longer highlighted in the Layout structure column.
      Note: You must add an instance of a property, button, or field only once in a form. More than one instance of a field, button, or property on a form may lead to unexpected behavior such as property not being saved or the action being denied.
  7. Follow these steps to configure the visibility for the newly added property:
    1. Click Add new visibility.
      The [property name] visibility dialog box appears.
    2. Select the access mode.
    3. To add a condition for visibility, click Add new condition.
      The corresponding fields appear.
    4. Select a property, select the condition, select the additional condition if available, and then click the tick mark.
      The condition can be equal, not in, empty, and so on.

      Example: If you've selected the property as activity status and the condition as equal, the additional condition can be suspended and pending.

  8. Follow these steps to add the visibility for a value:
    1. Click Add new in the Value visibility section.
    2. On the Value Visibility Settings dialog box, select the values for which you want to set the visibility conditions.
    3. Click the plus icon and select the conditions under which you want to display the values and click Save.
      For example, let's say you want to show the cancelation reason Customer Request only for Free Service type of activities. Open the Cancel Activity context layout edit and click Add new in the Value visibility section. On the Value Visibility Settings dialog box, click Select values and select Customer Request. Click the plus icon, select Activity type [aworktype], in equal, and Free Service. After you save and publish this condition, Customer Request is available for selection only if the activity type being canceled is Free Service.
    4. Click Publish on the context layout editor.
  9. Follow these steps to add an action:
    1. Click the Click to add button under Actions.
      The Add action dialog box appears.
    2. Select the action that you want to add and click OK.
      After adding the action, set visibility for it. Visibility is not set by default, so you must configure it for every field and action that you add.
  10. Follow these steps to add a tab:
    1. Click a property and click Group.
      The Add to group dialog box appears.
    2. Enter the name of the group.
    3. Select one of these options and then click OK:
      Option Description
      Section Select this option to start a new section or block.
      Tab Select this option to start a new tab with the name provided earlier.
      Predefined tab Select this option to include a predefined tab. Select the tab from the Tab type drop-down list. Predefined tabs are the tabs available in the application by default.
  11. Follow these steps to add a column or section:
    1. Select a property or an action and click Add marker.
    2. In the Add marker dialog, select End of column or End of section.
    3. Click OK.