How to manage the Layout Editor

The Layout Editor, in the Object Manager tab, controls which fields appear on a record and how they're grouped and ordered in the 'Details' tab. It works across your Events, Sites, Assets, and Contacts records, and lets you organise each one into sections that match how your team works.

Why it matters

The Layout Editor decides which fields appear on a record and how they're arranged. Use it to put the fields that matter for each module on the record, grouped into sections and ordered the way your team works.

Changes in the Layout Editor affect presentation only: they don't change the underlying data or the field type. Removing a field from the layout hides it from the record while keeping its stored data.

A field only appears on a record once you add it to the layout, so the Layout Editor is the step that brings the fields you build in the Field Manager to life.

How the layout works for different records

For Sites, Assets, and Contacts, the Layout Editor is all you need: you create your fields in the Field Manager, arrange them here, and the layout you build is exactly what people see on the record.

Events work the same way, with one addition. Because an Event moves through an Event Pipeline, you can also choose which of your laid-out fields are highlighted at each stage of the pipeline, so the people managing the Event focus on what matters at that point.

You set this highlighting up in the Pipeline, not the Layout Editor.

How to access the Layout Editor

1. Go to 'Object Manager' in the left sidebar.
2. Select the module you want to configure.
3. Select 'Layout Editor'.

The right panel shows the current layout. The left panel lists the fields available on this module, with fields already on the record greyed out. Use the search bar above the left panel to find a specific field.

How to edit the Layout Editor

How to add a section in the Layout Editor

Sections group related fields under a heading on the record.

1. Click 'Add section'. A new section labelled 'Untitled Section' appears at the bottom of the layout.
2. Click the 'Untitled Section' label and type the section name.
3. Click the tick to confirm.

Add as many sections as you need before you start placing fields.

How to add a field to a section in the Layout Editor

1. In the left panel, find the field you want to add.
2. Click and hold the six-dot handle to the left of the field name.
3. Drag the field into the section and drop it where you want it.

How to reorder fields and sections in the Layout Editor

You can reorder fields within a section, or reorder whole sections.

1. Click and hold the six-dot handle to the left of a field or a section heading.
2. Drag it up or down to its new position, then release.

The handle on a section heading moves the whole section. The handle on a field moves just that field.

How to remove a field from the layout in the Layout Editor

1. In the right panel, find the field you want to remove.
2. Click and hold the six-dot handle and drag the field back into the left panel.

Removing a field hides it from the record. The data stored in that field is preserved and remains available if you add the field back later.

How to publish your changes in the Layout Editor

Changes aren't visible to users until you publish them.

1. When you've finished editing, click 'Publish' in the top right.
2. To discard your changes instead, click 'Cancel'.

The new layout goes live for all users immediately. To check it, open a record in that module and review the sections and fields, then come back to the Layout Editor to adjust anything if needed.

The video guide below shows how to use the Layout Editor.