How to edit or create a Page Layouts

Insightly Administrators on any plan can edit default Page Layouts. If you are on a Professional or Enterprise plan, you can create additional Page Layouts.

When using Simple Permissions, your updated default layout will apply to all users. With Advanced Permissions, you can create multiple layouts and assign layouts to user profiles.

  • How to edit or create a Page Layouts

  • Related tab

How to edit or create a Page Layouts

  1. Go to System Settings > Objects and Fields. Select the object you want to create a layout for.

  2. Under Object Management, select Page Layouts.

  3. On accounts using Advanced Permissions, click New Layout or choose an existing layout.
    If your account is set to Simple Permissions, you will only be able to select and change the default layout from the list (you can skip to step 7).

  4. When creating a new layout, enter a unique name — a layout cannot share a name with an existing layout. You can choose to clone an existing layout to start out with.

  5. Click Create Page Layout.

  6. Drag fields from the Available Fields list onto the Highlights Bar. Hover over each field on the Highlights Bar to move the fields or click the trashcan icon to remove them.

  7. Click the gear icon to the far right of the tabs (Details tab, Related tab, etc). From the dropdown that appears, select which tab should appear by default when the record is first opened.

  8. Click the gear icon in the Details section. Click the checkbox to hide fields that have no value from appearing on the record’s Details tab.

  9. Drag and drop fields from the Available Fields list into your layout. Use the Search box at the top of the Available Fields list to quickly find a specific field. If the field is grayed out, it has already been added to the page.

  10. To edit a field's settings — like making it a required field for this layout — hover over the field and click the gear icon to the right. Insightly's required fields, such as Contact Name, cannot be edited or deleted.

  11. If you need to create a new section, drag the New Section field from the Available Fields list onto the page layout.

  12. Click Save Layout.

The Related tab that is located in several CRM and Marketing records contains grid lists of each record that is linked to a record. For example, you can review how many Contacts are linked to one specific Contact. Admins can configure Page Layouts to hide custom Related grid list that has no records to display.

For example, the list for linked Organization records would appear on a Contact record that is connected to at least one Organization, but if a separate Contact record isn’t linked to any Organizations, the Organization grid list would not appear on that specific record. Learn more.

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