A page layout allows you to control the layout and organization of details and edit pages. It enables you to configure entity information on grid view, manage record-level entities, and related lists (sections), and define rules for individual actions and fields. You can configure the following aspects of a page layout through CX Studio Lite:

  • Managing data grid view
  • Managing content details view. For example, adding standard and custom fields when creating and cloning the clauses
  • Adding actions to the page header
  • Applying rules
  • Cloning standard actions. When the action permissions are set, cloning standard actions such as Generate, Activate, Amend are displayed in the CX Studio. For more information, see Managing Roles and Permission Groups.

For more information on configuring a page layout, see Managing Page Layout. 

Assigning a page layout by record type and user profile

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 the corresponding page layout is displayed.