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Adding Sections to a Layout

Information on how to add Sections to a record Layout in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 4 months ago

Use this procedure to add a new section to a layout. Once added, you can move fields into the section.

  1. Click . The new section will appear under the summary (main details) section.

  2. Replace the text "New Section" with a label for the section.

  3. Optional: enter some descriptive text for the section.

  4. By default, new sections can be seen by users at all organizational levels. To restrict access to the section, click the Shield icon in the section header. Select one or more organizational level(s). This will make the section visible to users in the selected levels and ABOVE (as indicated by the green eye icon).

  5. Click the Gear icon in the section header to choose to Show/Hide the Section conditionally using a Rule in the Layout (see graphic below).

  6. Click .

  7. Drag fields into the section.

  8. Click .

For more information, click the links below:

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