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Page Layouts

Updated

Page Layouts control how a record’s fields are arranged, so pages stay readable as you add custom fields. Dynamic rules let a layout respond to what the user enters.

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What Page Layouts do

When a record page becomes disorganized or overloaded with fields, a Page Layout lets you rearrange and declutter it. Layouts apply to the Details tab, the Related tab, and the column arrangement within them.

Creating and editing

Administrators on any plan can edit default layouts. Professional and Enterprise plans can create additional layouts, which is what allows different profiles to see different arrangements of the same object. On accounts using Simple Permissions, the updated default layout applies to all users; with Advanced Permissions, you can create multiple layouts and assign them to user profiles.

Go to System Settings > Objects and Fields, select the object, then Page Layouts.

Object Management Navigation Menu with Page Layouts — This image shows a sidebar navigation menu under “Object Management” with options including Object Details, Object Fields, Field Dependencies, Page Layouts, and Layout Assignments. “Page Layouts” is highlighted in red and marked with an arrow, indicating it is the current step or selection the user should click in Insightly CRM.

Object Management Navigation Menu with Page Layouts

While editing a layout, you can drag fields from the Available Fields list onto the layout or the Highlights Bar, and hover over a field to move or remove it. Use the gear icon in the Details section to hide fields that have no value from appearing on the record, and use the gear icon to the far right of the tabs to choose which tab opens by default when a record is first opened. To make a field required for the layout, hover over it and click its gear icon. Insightly’s required fields, such as Contact Name, cannot be edited or deleted, though some fields like Email Domain can be set as mandatory. To create a new section, drag the New Section field onto the layout.

Edit Section Settings Dialog in Insightly CRM — This modal window allows users to configure a CRM section named “Address Information,” with options to hide the section and choose a details page layout from 1-Column, Two Columns, Three Columns, or Flex-Column formats. This would matter to readers learning how to customize the display of record sections within their Insightly CRM interface.

Edit Section Settings Dialog in Insightly CRM

Administrators can also edit a layout directly from a record by clicking the security icon in the layout header, then clicking the Edit Layout link in the Page Render Details modal.

ℹ️ If you make changes to a default layout, you can restore it. Go to System Settings > Objects and Fields, select the object, go to Page Layouts, find the default layout, click the three-dot menu, and select Restore to Default Layout.

Layout customization isn’t limited to the Details tab. The Related tab’s arrangement can be configured the same way. The options that appear are determined by the Lookup Relationship fields that have already been created.

You can add a list by dragging it from the Available Lists column, rearrange lists by dragging them, and remove a list with the trash icon. Click a list’s gear icon to change its visible columns, edit its label (which must be non-blank), and set the Sort By field and Sort Type (ascending or descending). Check the Hide Related List if No Records to Display checkbox to hide a custom related grid list on records that have no linked records for it. Click Restore to Default to undo edits to a related list, then Save Changes and Save Layout when done.

Edit Related List Settings Configuration Panel — This screenshot shows the “Edit Related List Settings” dialog for Edgar Test Objects, where users can customize a related list by setting a label, choosing visible columns from available fields, and configuring sort order. This is relevant for users who want to control which fields appear in a related list and how the list is displayed on a record page.

Edit Related List Settings Configuration Panel

Dynamic Layout Rules

Dynamic Layout Rules make a layout respond to what a user enters as a record is created or edited, showing or hiding fields based on the values they choose. They require the Enterprise plan with Advanced Permissions enabled, and apply on the create and edit pages in a browser, not on inline edits or the mobile app. A single layout can hold up to 15 rules, each with up to 8 conditions and 8 actions.

Navigating to Dynamic Layout Rules — The screenshot shows the Dynamic Layout Rules page within System Settings > Objects > Contact in Insightly CRM, with the Layout Rules option selected in the left sidebar. A red arrow highlights the “New Rule” button in the upper right, indicating where users click to create a new dynamic layout rule.

Navigating to Dynamic Layout Rules

Open the layout’s Dynamic Layout Rules and add a rule.

Creating a New Dynamic Layout Rule — This dialog box shows the form for creating a new Dynamic Layout Rule in Insightly CRM, with a rule named “TJ’s Extra Mile Service Part” assigned to the “Extra_Mile_Service” page layout. Users would see this when learning how to set up rules that control which page layout is displayed based on specific conditions.

Creating a New Dynamic Layout Rule

A rule is built from conditions, which test what the user selects, and actions, which show the fields you want to appear.

Edit Dynamic Layout Rule Setup Screen — This screen shows the configuration panel for editing a dynamic layout rule named “TJ’s Extra Mile Service Part,” linked to the “Extra_Mile_Service” page layout. A user is clicking “Add a Condition” under Page Conditions, which is the step for defining when this layout rule should trigger.

Edit Dynamic Layout Rule Setup Screen

Setting a Transaction Type Page Condition — The image shows a Page Conditions configuration where “Transaction Type” is selected as the filter, set to “equal to,” with a dropdown open showing two value options: “Parts” and “Service.” This matters because it illustrates how users can filter page content based on transaction type, helping them display relevant information depending on whether a record involves parts or service transactions.

Setting a Transaction Type Page Condition

Page Action Rule Saving Show Field — This image shows a configured page action rule set to “Show Field” for the “Part Number” field, with the Save button being clicked. This would matter to readers learning how to create conditional field visibility rules in Insightly CRM forms.

Page Action Rule Saving Show Field

Deleting a layout

Go to System Settings > Objects and Fields, click the object containing the layout, and select Page Layouts from the Object Management list. Click the three dots and select Delete This Layout, then choose a replacement layout from the dropdown. Records that used the old layout will be updated to the layout you select. Click Delete Page Layout to confirm.

Deleting a Layout in Insightly CRM — A dropdown context menu is shown with options to “Edit This Layout” or “Delete This Layout,” with an arrow highlighting the delete option. This helps users understand how to remove an existing layout from the layouts list using the three-dot menu icon.

Deleting a Layout in Insightly CRM

Delete Page Layout Confirmation Dialog — This screenshot shows the Delete Page Layout screen in Insightly CRM, where users must select a replacement layout before permanently deleting an existing one. It highlights a warning that deletion is irreversible and will also remove any associated dynamic layout rules.

Delete Page Layout Confirmation Dialog

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