The Page Layout Editor allows you to manage the components of the Record Detail page, such as fields and sections (related lists). You can control which fields are displayed, the order in which they appear, and configure tabs to show associated fields.

The Record Detail page is comprised of two major components:

  • The Details for a single record, or instance, of the entity associated with the page, including all of its field metadata. 
  • Sections (related lists) in the form of one or more Tabs that display a list view for a related entity.

To manage a record detail page layout

  1. Log in to the Conga Platform as an admin user.
  2. Click the App Launcher () icon from the top-left corner > Admin Console > Object Data Explorer.
  3. Select the object for which you want to change the record detail page layout. The Grid View of the selected object appears.
  4. Click Edit Page from the top right corner. The Grid View page appears in editable mode.
  5. Select the grid tab. The record grid is highlighted.
  6. Click the ID or Name entity. The Record Detail page appears in editable mode.

  7. Click {name} Details tab. The Popup appears, allowing you to perform the actions shown in the below table.

    OptionsDescriptions
    Schema

    Allows to control which entities or objects are displayed on a page and in what order. Search for and drag-and-drop fields in the detail page layout.

    Properties













    Sections

    Allows to add a section for related lists and easily rearrange its position by dragging and dropping it above or below other sections. You can create a new section or select an existing one from the list.

    • To define a new section:
      1. Click Add Section. The Add Section window appears.
      2. Enter the Section Name as per your business needs.
      3. Click Add. The newly added section now appears under the list of sections.
    • To add an existing section to the details page:
      1. Drag and drop the section in your details page layout. The section now appears in your details page layout.
      2. Click and drag a section name to Move it before or after another section in the list.
    • To remove a section from the details page, select the section and click the Delete () icon.

    Manage Entity

    Allows to configure which fields in the section are editable and/or required for your users when they view or edit records. You can perform the following actions:

    • To allow field-level editing, enable the Inline Edit toggle.
    • To make a field mandatory, go to the section and click the field title you want to set properties for. Enable the required toggle.
    • To allow users to modify the field, enable the editable toggle.
    • To remove a field from the section, select the field and click the Delete () icon.

    The Properties options vary based on the selected section or field name.

  8. Click and drag a field name to Move it before or after another field in the section.
  9. Click Remove () to remove the field from a page.
  10. Click Save to apply changes to the record detail view.