About Adaptive Layouts
Understand how adaptive layouts equip you with the power of adaptive design so that your forms and dashboards can be easily viewed from any device or client window.
An adaptive layout is a design feature that allows a form or dashboard to adapt to different dimensions. Use adaptive layouts to provide optimal user experiences across a range of devices.
Adaptive forms and dashboards snap to the width of the screen or client window at specific breakpoints, which are defined in the adaptive layout properties. You can design many adaptive layouts for a single form or dashboard so that it adapts to multiple screens and client windows of various sizes. For example, if your users often submit Incident forms from laptops and tablets, you may design your Incident form with two adaptive layouts: one with the dimensions of a laptop screen and another with tablet dimensions. Refer to the adaptive forms and dashboards scenarios for detailed examples of the benefits of adaptive design.
The adaptive layout feature is automatically enabled. When you open the Form Editor or Dashboard Editor, the system generates a base layout. You can then create, edit, or delete layouts within the editor using the adaptive layout design features. Each form or dashboard must contain at least one layout to define its dimensions. If you do not wish to configure adaptive design, you can work within the base layout without creating additional layouts.
Adaptive Layout Presets
If you plan to implement an adaptive layout with the same dimensions across many views, forms, or dashboards, consider using an adaptive layout Preset to save design time. An adaptive layout Preset is a pre-defined set of layout properties that is saved in the Adaptive Layout Preset Manager. When you create or edit a layout, you can optionally select an adaptive layout preset to populate the new layout's properties with the pre-defined preset properties. Refer to the adaptive forms and dashboards scenarios or the procedures to create or edit an adaptive layout for details.
Adaptive Layout Structure
The adaptive layout structure builds upon the current structure of Business Object views to forms.
For each Business Object View there is a default form. For example, the Portal view for Incident utilizes the Incident Portal form. You can create as many forms as you need for a given Business Object View, but there is always one default form.
For each form or dashboard, there is a base layout. The base layout is added automatically when you create a new form or dashboard. You can change the name or other properties of the base layout by following the procedure to edit an adaptive layout.
Adaptive layout functionality is available for forms in CSM 9.3.0 and later and for dashboards in CSM 9.4.0 and later. When you upgrade beyond these versions, your existing forms and dashboards are preserved and become the base layouts.
The base layout can be deleted by following the procedure to delete an adaptive layout. Remember that each form and dashboard must have a at least one layout, so a layout cannot be deleted if it is the only one.