A page layout allows you to control the layout and organization of detail and edit pages. It also enables you to control which fields users see, on these pages. You can configure the layout only for those pages that have an Edit icon on top.

To add a field to the page layout

  1. Click the Edit icon () on top of the page. The page layout editor is displayed in CX Studio.
  2. Click Schema in the Properties: Agreement pop-up window. A list of fields belonging to the schema is displayed. The fields that are already added to the page layout are disabled.
  3. Drag and drop a field name from the list to the desired location in the page layout. 
  4. To mark the field as mandatory, click on the newly added field in the page layout and then click Properties in the Properties: Agreement pop-up window. Toggle the required button.
  5. Click Publish Changes to apply changes to the page layout.

To remove a field from the page layout

  1. Click on the field to be removed from the page layout.
  2. Click Delete ().
  3. Click Publish Changes to apply changes to the page layout.


You can also assign page layouts based on record type and user profile. You can configure different layouts for different contract types for the same user profile, or different layouts for the same contract type for different user profiles.

If the user has access to one record type, the page layout assigned to the record type or the user profile is displayed when the user initiates record creation. A user with access to more than one record type must select a record type based on which corresponding page layout is displayed.