Using Adaptive Layouts

Use Adaptive Layouts to enhance the user experience and streamline your design process for Forms and Dashboards. Explore OOTB Adaptive Layouts and Adaptive Layout Presets to get started using the feature.

When working with Adaptive Layouts, Users can manually define a layout or select an Adaptive Layout Preset to use pre-defined dimensions. Use Presets to create Adaptive Layouts with the same properties across different Forms or Dashboards.

When determining the number of Adaptive Layouts to design and the properties for each layout, consider the use cases. Ask yourself which devices your Users commonly use to interact with the Form or Dashboard. For example, if your company issues devices to your Users, look up the dimensions for the device model before you begin designing.

OOTB Adaptive Layouts

CSM provides Out-of-the-Box (OOTB) Adaptive Layouts for most Portal Forms and Dashboards that target the screen dimensions of handheld devices and tablets. Portal Forms and Dashboards that include the OOTB layouts switch to the appropriate layout at the defined breakpoints. Use the layouts as-is, edit them, delete them, or create your own Adaptive Layouts within the Form Editor or Dashboard Editor. The default properties for the OOTB Adaptive Layouts are defined below:

Property Value

Name

Small

Width

414

Height

975

Minimum Width

9

Guide Color

Red

Property Value

Name

Tablet

Description

Note: This layout is optimized for portrait orientation.

Width

767

Height

1400

Minimum Width

0

Guide Color

Cornflower Blue

OOTB Adaptive Layout Presets

CSM provides the following OOTB Adaptive Layout Presets, available in the Adaptive Layout Preset Manager. Use these OOTB presets as-is, edit them, delete them, or create your own using the Form Editor or the Dashboard Editor.

Property Value

Name

Small

Description

Portal Form size for handheld devices

Width

414

Height

975

Minimum Width

0

Guide Color

Red

Property Value

Name

Embedded

Description

Embedded form size for the Small parent layout

Note: Refer to Embedded Form Controls for more information about the behavior of Embedded Forms in Adaptive Layouts.

Width

361

Height

425

Minimum Width

0

Guide Color

Red

Property Value

Name

Small Embedded

Description

Note: Refer to Embedded Form Controls for more information about the behavior of Embedded Forms in Adaptive Layouts.

Width

361

Height

240

Minimum Width

0

Guide Color

Red

Property Value

Name

Tablet

Description

Note: This layout is optimized for portrait orientation.

Width

767

Height

1000

Minimum Width

0

Guide Color

Cornflower Blue