Create the Layout

6 min

Now that you have defined your application's foundation, you build out the format of the application. You organize your application in sections, tabs, by playbook, or with HTML.

The layout of your application consists of fields and layout objects. Drag and drop the fields and layout objects to the Form Layout area of Application Builder.

Any of the layout objects can be re-sized to a percentage of the page.

Available Layout Objects

Layout Object	Description
Tab	Groups multiple sections in the same area. Each tab can have it's own layout, which can contain additional sections and tab elements.
Section	Groups multiple fields and layout elements into a single area. Sections can contain additional sections and tab elements and can be collapsed or expanded in the record.
HTML	Displays HTML in the record.
Playbook	Adds a button to the record form that allows you to run a playbook from the records page. You must have already defined the playbook that will run in order to set up a playbook from a record.

Creating Tab Layouts

To create tab layouts:

From the FORM LAYOUT section of the Application Builder page, select Tabs, and then drag and drop it into the Form Layout.
Select the pencil icon to edit the tab settings, or double click the default tab title text.
To create additional tabs on your tab layout, click the plus icon.

Another tab is added. Name the tab and add additional tabs as needed.
Add sections and fields, as needed, to the tab layouts, and click Save.

Creating Section Layouts

To create a section:

Select Section, then drag and drop it to the Form Layout area.
On the FIELD PROPERTIES tab, enter a name and description (optional) for the section. You can also resize the section on the FIELD PROPERTIES tab.
On Help Text, specify whether you want optional help text to appear for the record. Select either Above or Below to indicate where you want the help text to display on the section.

Once you select the location for the help text, enter the text for the record UI on Help Text Context.
When creating a record, the help text displays as seen in the following image:
You can also specify two additional section-specific behaviors. You can specify whether a section will display collapsed as a default when a record is created or whether the border of the section should be hidden when viewed in a record. To specify these things, select from either Collapse by default or Hide section border. In the screen below, the first section has the border hidden, and the second section is collapsed by default:
Next, to start filling in the fields, drag and drop a field type, such as Selection, Text, or Comments into the section. Fields in Application Builder have multiple sub-types. For example, you can select a Text field type, and further identify it by sub-type such as Single-Line, Multi-Line, Email, Telephone, or URL. In addition, the field type you select can have various Field Properties assigned. See Select Fields and Assign Field Properties for detail about fields.
Continue to add fields and layout objects until you have your application configured the way that you need it, then click Save.

Creating HTML Layouts

You can use HTML to further customize the layout of your application. For example, you can include code for a button that, when clicked, opens internal documentation for reference.

Any JavaScript code in the HTML Content field will be executed by the browser when the record is viewed.

To create HTML layouts:

Select HTML, then drag and drop it to the Application Builder Form Layout area.
Double-click the title of the HTML layout object to rename it.
On FIELD PROPERTIES, enter your code in HTML Content and then click Save.

Creating Playbook Layouts

Including a playbook layout object in your applet or application allows you to press a button and run a playbook from within a record.

To create playbook layouts:

Select Playbook Button, and then drag and drop it to the Application Builder Form Layout area.
Double-click the title of the Playbook button to rename it, or rename it on the FIELD PROPERTIES tab.
To assign the playbook to run, on the FIELD PROPERTIES tab click the playbook drop-down menu and select a playbook. To add new playbook inputs and properties, select Configure.
Click Save.