Create and edit custom layouts

Custom layouts in Aha! help you define the fields that you want your teammates to see at two important times: when they create a record and when they view the details of a record.

With custom layouts, you can ensure that the correct data is captured at the time of record creation using a create record layout. You can also choose how data is represented in the record details using a record detail custom field layout.

Create a custom layout

To create and edit custom layouts, you need to be an Aha! administrator with customization permissions. To choose which layouts to use for each product or workspace, you will need owner permissions.

To add a custom layout: 

  1. Navigate to Settings > Account > Customizations > Custom layouts. The Configure custom layouts menu will open.
  2. Select the record type that you would like to customize. For new layouts, click Add custom layout to open the Create custom layout modal. To adjust an existing layout, hover over an existing custom layout to Clone, Edit, or Delete it.
  3. Name your custom layout in the Name field. Note that there are two tabs on this modal. We will discuss these separately in the next sections. 

Aha-add-layout.png

Note: Features and master features are separate record types that are independently configured. This is also true for activities and master activities.

Customize a create record layout

The first tab in the Create record custom layout modal allows you to create, rearrange, and/or edit the form that a user sees when they create a record. For example, when you click the Add feature button, the fields that appear on the form are defined in the create features custom layout.

Aha_create_features_custom_layout.png

On the left side of the modal, you can see all the fields that can be added to the create record layout. On the right side of the modal, you can see all the fields (and the order of those fields) that will appear on the create record form when this layout is applied to a product.

Within each layout, there are three classifications of fields that may appear on the layout:

  • Some fields cannot be removed from or reordered in the layout. They will be greyed out and your cursor will change to a no icon Aha-no-icon.png when you hover over them. For example, every feature needs to have a name before it can be created, and that Name field needs to be in a specific order on the layout.
  • Some fields can be reordered but not removed from the form layout. Your cursor will change to a vertical arrows icon Aha-vertical-arrows.png when you hover over them. 
  • Some fields can be removed from or reordered in the layout. Your cursor will change to an arrows icon Aha-vertical-arrows.png when you hover over them. For example, a standard field like Description or a custom field like Internal kickoff date can be added to any place in the layout.

Click Reset to default at any time to return the create record layout to the default fields. 

Enable the Required checkbox to make a field required on the create record layout. This ensures that any user creating a record with the form will complete the field(s) that you require. Fields that are not required will be marked as (optional) when creating a record. It is important to note that required fields are only required on the create form. Aha! does not enforce these requirements for records that are created from integrations, CSV import, the Aha! mobile app, or the Aha! REST API. Additionally, after the record is created, data can be removed or edited on the record details.

Required-fields-optional-description.png

Customize the record detail custom field layout

The second tab in the Create record custom layout modal allows you to create, rearrange, or edit the custom fields that a user sees when they click to open the details of a record. 

Aha_create_and_edit_custom_field_layouts.png

On the left side of the modal, you can see all the custom fields that can be added to the layout. On the right side of the modal, you can see all the custom fields (and the order of those fields) that will appear on the record details when this layout is applied to a workspace.

Drag custom fields from the Available fields list to the Visible fields list to add them to the layout. Within the Visible fields section, drag the fields to order them based on your preference. 

Apply custom layouts to your workspace

Aha-configure-custom-layouts.png

To apply a custom layout to your product, navigate to Settings > Product > Configure > Custom Layouts, then select the layout you want to use for a particular record type. This will assign both the create record layout and the record detail custom field layout for that record type.

It is important to note that a record will only display the custom fields that are defined in the detail custom field layout of the product where the record resides. For example, you could create a feature in Product A and then move it to a release for Product B, which uses a different layout. For the same data to be visible in Product B, the layout for Product B must include the same custom fields that were defined in Product A. This is also true for activities and marketing workspaces.

Ideas and requests layouts

Finally, a note about ideas and requests. The ideas (aka requests) record type is used to manage the create form layout for adding ideas/requests and the layout that appears in the details drawer within your Aha! account. The ideas forms (aka requests forms) record type is used to manage the idea/request creation form layout in your ideas/requests portal. And the ideas portal (aka requests portal) record type is used to manage detail custom field layouts for your portal.


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