Skip to main content

Enhance a UTA/Module Display

Updated

Single-column layout, display order, and title bars control how fields are arranged and organized on UTA/module records in SmartSimple. Single-column layout places all fields in one column to reduce skipped fields, display order sets the sequence fields appear in, and title bars group related fields under labeled sections for easier navigation.

Who: Global administrators 

When to Use UTA/Module Display Options

Use these UTA/module display options when:

  • The record layout is ready to be organized for end users once all fields have been configured. 
  • Users find the default two-column layout difficult to navigate. 
  • Grouping related fields under labeled sections makes scanning easier.

↑ Back to top

Enable Single-Column Layout

By default, standard fields appear at the top of a record in two columns, with custom fields below in a single column. Enabling single-column layout places all fields in one column, which reduces skipped fields and improves form completion rates.

To enable single-column layout for a UTA/module:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu. 
  2. Click the Configuration Settings gear.
  3. Click the Level 1 tab.
  4. Click Standard Fields.
  5. Click the Generate Display Order button.
    • An Alert modal will appear.
  6. Click Yes to confirm.
NOTE  This creates a standard field container for each standard field, which can be reordered alongside custom fields. The standard field containers appear in the custom fields list

↑ Back to top

Set a Unique Display Order

A unique display order ensures fields appear in a predictable sequence and makes manual reordering easier.

To set a unique display order:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu. 
  2. Click the Configuration Settings gear.
  3. Click the Level 1 tab.
  4. Click Custom Fields.
  5. Click the Enable Re-order button.
    • A Re-Index button, a Re-order Mode modal, and Instruction modal will appear.
  6. Click Re-Index.
    • An Alert modal will appear.
  7. Click Yes to confirm.
NOTE  After re-indexing, fields are numbered in multiples of 100, for example, 100 at the top and 1000 at the bottom, providing room to insert new fields between existing ones.

↑ Back to top

Add Title Bars

Title bars group related fields under labeled sections, making long forms easier to navigate. The left navigation on the right side of the record links directly to each title bar.

To add a title bar:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu. 
  2. Click the Configuration Settings gear.
  3. Click the Level 1 tab.
  4. Click Custom Fields.
  5. Click the New Field [+] button.
  6. Click the Field Type field, and select Layout - Title Bar from the drop down menu.
    • The Layout - Title Bar custom field is located under the Display Control Types header in the drop-down menu.
  7. Click the Field Name field, and enter the desired title for the section.
    • For example, enter Title General. The field name will not be visible to users.
  8. Click the Caption field, enter the desired caption, and click Save.
    • For example, enter General. The caption will be visible to users.

↑ Back to top

Reorder Fields Under Title Bars

To reorder fields under a title bar:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu. 
  2. Click the Configuration Settings gear.
  3. Click the Level 1 tab.
  4. Click Custom Fields.
  5. Click Enable Re-order.
    • A Re-Index button, a Re-order Mode modal, and Instruction modal will appear.
  6. Click the relevant fields to drag and drop them in the desired order.
    • For example, move the title bar custom field to the top and reorder the related fields below.

The updated layout can be viewed by opening an existing record.

NOTE  The left navigation is visible on the right side of long records. 
NOTE  A display order value can also be typed manually on an individual field's settings page to change its position.

↑ Back to top

Helpful Links