You can configure the look of your instance in a lot of different ways: customize default form and list layouts, display related lists on a form, add and change color style of records, add communication tools such as the Activity Feed, create personal views of the lists and records you need. In the following articles, learn how to configure the structure and design of your instance infographics.
Form Layout
Form layout defines which fields will be displayed to a user in a selected view. Depending on your needs, make a selection with a particular set of fields, order them as you like. Add sections and related lists to have all the necessary information in one place.
List Layout
List layout contains a number of columns displayed in a list. You can choose the set of columns and their order to see all the necessary information about records in the defined table.
Collaboration Tools
Add collaboration tools to a form if the process needs interaction between agents. In the Activity Feed, you can communicate with a caller, track the discussion between users and see the decisions made, document important information in the form of comments and work notes. In these articles, learn how to configure and work with the collaboration tools.
Heapselect
Heapselect is a tool commonly used in list and form layout configuration, yet, it can be used as a way to manage tables with the synthetic connection. In this article, learn how to create a custom heapselect.
Navigation
In SimpleOne interface, use the Navigation menu to proceed to lists and forms you need. You can add your own menu categories and items to improve navigation within your instance. In this article, learn more about categories, items, navigation filter, and the Navigation menu structure.
Dot-walking
Dot-walk is used in forms, lists, and scripts to access related fields and tables. In this article, learn about dot-walking in choice fields, layouts, and scripts.
Related Lists
Forms can contain a section called the Related Lists area containing related lists. Related lists display relevant records from various lists on forms. For example, a user record has two relevant lists: User Group and User Group. These related lists contain only records related to the current user record (records of the User Group and User Role tables where User is the owner of the current record).
In this article, learn more about related lists and how to configure and create them.
Style Rules
Make lists more visually clear using style rules. Use different colors to attract attention to important information, such as the state of incidents. In this article, learn how to configure the style rules and add them to the column you need.
Form Labels
Tables labels allow highlighting records matching conditions specified in the Table Label record with a defined color. This article describes table labels and how to create them.
User Preferences
In SimpleOne, users can customize the list and form layouts, choose a preferable application and a local pack. Learn how to manage user preferences in these articles.
Attachments
Some processes require exchanging and storing specific files. Attach the files you need to records using the image type fields or attachments UI action. The articles provide information about file uploading and deleting, attachments properties, logging, external storages, etc.
Formatters
A formatter is a form element used for displaying information that is not a record field.
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