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Thread: Different layout types

  1. #1
    maxsf is offline Junior Member
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    Dec 2008
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    Question Different layout types

    Hi guys,

    Is it possible to save different layouts under Leads and Contacts modules and have a drop-down field that would require a user to select a layout from the list (every time when entering a new lead and contact)?
    The same functionality similar to SalesForce's "record type" selection field or NetSuite's "Custom Form" drop-down menu.

    thank you for you help in advance,

    Max
    P.S. Maybe somebody who knows how to make it working and who lives in SF Bay Area can leave a contact number for me to call.

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Different layout types

    Hi Max

    Are you meaning some sets of panels related to a dropdown option?
    If yes so it is pretty possible implementing some code.

    Let me know if it is your needs.

    Kind regards
    André Lopes
    DevToolKit / Project of the Month - June 2009
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  3. #3
    maxsf is offline Junior Member
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    Dec 2008
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    Exclamation Re: Different layout types

    I mean having different form/page layouts in Leads and Contacts modules. So when a user receives a call he/she can select a particular form type from the drop-down menu which should change a generic form to the selected with all of the customized fields. Currently I see only one generic layout that can be customized - but I want to be able to save different layouts and let a user select one during the intake call. Thank you again

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