The Object Layouts feature allows you to create dynamic custom pages, such as detail pages, list pages, master details, and forms for specific applications like CLM, CPQ, etc. You can drill down to entity type and record type, and provide personalized views of records based on the roles and permissions of the logged-in user. This section explains how to create a dynamic custom layout for a specific object.
For example, Configure and assign different layouts based on user roles and record types. Sales users can view only the "Basic" section, not the "Terms and Renewals" section and Contract Managers can view both the "Basic Information" and "Terms and Renewals" sections.
To create a dynamic custom page
Log in to the Conga Platform as an admin user.
Click the App Launcher () icon from the top-left corner then go to Apps > CX Studio > Object Layouts.
Click New. The Object Layout screen appears.
Enter or select values for the following fields:
Field
Description
Application Name
Select the application for which you want to create an object layout.
Page Type
Select the page type you want to customize:
Detail: A detail page layout
List: A list page layout
Master Detail: A detail page with related items
Create: An entry form layout
Entity Type
Search for and select the object you want to customize the layout for. As you type, a list of matching objects will appear.
For example, search for the "User" object to create a list page with user data.
Record Type
Search for and select a record type from the list. The system will display a record type based on the object you choose in the Entity Type. Note that not every entity type requires you to select a record type.
For example, for the Agreement entity type, options such as MSA, NDA, Corporate, etc., are displayed.
Variant
Enter "config".
Owner Type
Select the owner type to personalize the object layout view:
None: Select none to create a dynamic page accessible to all users.
User: Select user to create a dynamic page for a specific user.
Role: Select role to create a dynamic page for a group of users based on their roles.
The application prioritizes the User setting when two similar object layouts exist—one with the Owner Type set to User and the other to Role.
Owner
Search for the user or select a role name to create a personalized page view experience for users assigned to that role.
If you leave the owner field blank, the layout defaults to public and all users can access it, regardless of the selected owner type
Click Save. A success message appears and your dynamic custom page is successfully created. A newly created object layout is now available on the object layouts listing.
From the Object Layouts listing, click the More () icon, and then select Edit. The properties window appears.
In the page header, you can add action buttons to perform operations such as navigating, validating, or executing custom code. To learn more about actions, see Adding Actions to Page Header.
For the content, the system offers options to further customization on sections, fields, and their properties. To learn more about controlling layout, properties and it's characteristics, see CX Studio Lite: Managing Page Layout.
