Custom Module Details Page Customization

ServiceDesk Plus allows you personalize the custom module details page using an easy-to-use, no-code design tool.
This enables you to create customized layouts with drag-and-drop actions and organize module data in your preferred style.

Role Required: SDAdmin
To create a layout,

Go to Admin > Layout Customization, and click New.

Choose the custom module from the drop-down. Only published custom modules will appear in the drop-down.

On the Select Template pop-up, choose a predefined template from the panel on the left or select New Blank Template to start fresh. Clicking a predefined template displays a preview on the right, with fields and tabs populated with sample data.
Click Select to open the layout builder.

On the toolbar, enter the layout name.

The sidebar contains three tabs:
- Data: Includes all fields, related lists, and subforms in the custom module.
  - Fields: Fields in the custom module. Each field can be added to the layout up to five times.
  - Related List: Components like history, comments, and tasks. Each can be added to the layout once.
  - Sub Forms: Module-specific subforms like Attachments, etc., each of which can be added to the layout once.

Elements: Includes design elements such as sections, tabs, tables, text, icons, lines and images. Each of these can be dragged into the layout and customized as needed.

Fields can be added within tables.

Only one tab element can be added to the layout.

Style: Customize the appearance (size, color, orientation, etc.) of the elements and data added to the layout. Click an element, section, or field to modify its style.

You can also perform the following actions in the layout builder:
- Click beside a tab on the layout to create a new tab/sub-tab.
- Perform the following function on a table:
  - Hover over a table and click + displayed on the right border to add a new column.
  - Hover over the table and click - displayed on the top border against each column to remove it.
  - Hover over a row and click + displayed to add a new row.
- Change the size of the layout using
- Click to make the layout full screen.
- Click to change the template. This will redirect you to the Select template pop-up. This option will not be visible after the layout is saved for the first time.
- Click to preview the layout.
- You can undo/redo the changes done to the layout using these icons
- Click to expand/retract the left pane.
- You can also right-click fields, subforms, related lists, or elements added to the layout to perform the following actions:
  - Right-click fields, subforms, related lists, or elements on the layout and click Lock to fix the position of the data or element on the layout.
  - To delete fields, subforms, related lists, or elements added to the layout, right-click against it and select Delete, or press Delete on your keyboard.

Refer to this documentation to learn more about the layout builder.

Click Save to ensure your progress on the design is saved.
After customizing the layout, click Save and Close. If you don’t want to save your progress, click Close.

After a design is saved, it will appear as a layout on the custom module details page.

Select a layout from the drop-down menu to view module data in your chosen design.

You can also add a new layout directly from the drop-down by clicking Add New Layout. This will redirect you to Admin > Layout Customization.

You can view all layouts added for a custom module and create a new layout for the custom module under the Details Customizer tab on the custom module configuration page.

Only a maximum of 10 layouts can be created for each custom module.

Right-Click Actions

Component	Options
Page	Insert: Insert fields, related lists, or subforms.
Tab Item/Tab Name	Show Icon: Select the icon for the tab from the available icons. Hide Icon: Hide the icon from the tab. Change Icon: Change the tab icon. Icon Top: Position the icon above the tab name. Icon Left: Position the icon of the icons. Hide Text: Hide the tab name.
Tab Container	Insert: Insert fields, related lists, or subforms into the tab container. Fixed Component/Fluid Component: Restrict or allow the tab container to resize based on the user's screen size. Lock: Fix the position of the tab container on the canvas. Delete: Delete the tab container.
Field	Change Field: Change the field. Hide Label: Hide the field label. Label Left: Position the label to the left of the field value. Label Top: Position the label above the field value. Fixed Component/Fluid Component: Restrict or allow the field to resize based on the user's screen size. Copy Style/Paste Style: Copy/paste the field style. Delete: Delete the field.
Related List/Sub Forms	Change Related List: Change the related list. Fixed Component/Fluid Component: Restrict or allow the related list/sub form to resize based on the user's screen size. Copy Related List Style/Paste Related List Style: Copy/paste the related list/sub form style. Lock: Fix the position of the related list/sub form on the canvas. Delete: Delete the related list/sub form.
Section	Insert: Insert fields, related lists, or subforms into the section. Clone: Create a duplicate of the section. Fixed Component/Fluid Component: Restrict or allow the section to resize based on the user's screen size. Copy Style/Paste Style: Copy/paste the section style. Lock: Lock the position of the section in the canvas. Delete: Delete the section.
Table	Insert: Insert fields, related lists, or subforms into the table. Fixed Component/Fluid Component: Restrict or allow the table to resize based on the user's screen size Lock: Lock the position of the table in the canvas. Delete: Delete the table.
Text	Clone: Create a duplicate of the text. Fixed Component/Fluid Component: Restrict or allow the text to resize based on the user's screen size Delete: Delete the text.
Icon	Clone: Create a duplicate of the icon. Change Icon: Change the icon. Delete: Delete the icon.
Line	Clone: Create a duplicate of the line. Fixed Component/Fluid Component: Restrict or allow the line to resize based on the user's screen size Delete: Delete the line.

List View Actions

From the Layout Customization list view, you can manage layouts using these options:
Click against a layout to edit, delete, or rename it.

You can also click > Accessibility to change the visibility of the layout as follows:

Private: Only you can view this layout.
Public: Users with permission to view the custom module can access this layout.
Shared: Share this layout with certain users, groups, or roles. Click the Share to field and choose from Users/Technicians, Technician Roles, Support Groups, User Groups, and Organization Roles.

Click to search layouts by name.
Click to change the number of layouts displayed on the page.
Use the navigation icons to browse through pages of layout records.
Click View History to track the changes made on the layouts, including who made the changes.
- You can filter the history by a specific time or define a custom time range to filter it.
- Use the text box on the top to filter history by the operation (Added, Updated, Deleted), the person who performed them, and the layout on which this was performed.
- Sort history in ascending and descending using the icon.