Page 92 - Unanet AE: Administering the System

3. Use the information in the table to create a UDF:
Field Information
Label Family
Name Grid_Family

Data Type Gridget
Gridget Family - Editor
4. Select the Save button.

Layout Manager
The Layout Manager gives you the ability to customize the layout of all master file
applets: Clients, Contacts, Employees, Firms, Opportunities, Projects, and Vendors.
With the Layout Manager, you have the ability to require that additional information be
entered before you save, change the order and appearance of any tab (font color and
size, location of sections, etc.), and incorporate UDFs into any tab.

Activity 10.4 – Use the Layout Manager

In this activity, you will use the Layout Manager to customize the Employee
applet and add UDFs to a tab.

Activity Steps

Part 1: Copy System Form
1. Navigate to Utilities > Layout Manager. The Layout Manager window opens.
2. Select Employees from the Forms drop-down list.
3. Select the Custom Mode check box.
4. Select the Copy System Form button. The Are You Sure? window opens.
5. Select the Yes button.

Part 2: Add a Tab
1. Select the + icon in the Tabs section. The Layout Tab window opens.
2. Type Custom in the Name field.
3. Select the Save button.

Part 3: Add a Section
1. Select Custom in the Tabs grid.
2. Select the + icon in the Sections section. The Layout Section window opens.
3. Type Custom in the Name field.
4. Select the Save button.

Lesson 10: Customizing the User Interface ©2022 Unanet. All rights reserved. 92