Create new page layouts or modify existing layouts to allow your teams to easily consume information according to the themes and priorities of your business. Rearrange or hide tabs, panels, grids and specific attributes to prioritize the information that your team needs.
Create a new layout for a page or clone an existing layout. You can apply the following customizations to Data Marketplace pages:
•Show, hide, and rearrange the order of tabs.
•Show, hide, and rearrange the layout of panels within a tab. You can also split a panel.
•Show, hide, and rearrange the position of attributes within a panel.
Assign one or more layouts to users with specific roles, to users that are part of specific user groups, or to all users in your organization. If your users have multiple page layout options assigned to them, they can use the Switch Layout button to switch between the layouts to see a different presentation of information on each page. If they have a personal preference, they can also override the default layout and set a particular page layout as their personal default.
The following image shows how you can switch between the various layouts available on the Search page:
Creating page layouts
Create new page layouts and specify the various components of the pages according to the needs of your users. You can also clone an existing layout to quickly create a new layout.
To perform this task, verify the following prerequisites:
•Your user profile is assigned one of the following roles:
- Technical Administrator
- Data Marketplace Administrator
•Your user profile is assigned a role for which the View Set up Page and Configure and Manage Data Marketplace privileges are enabled in Administrator.
1Open the Setup page.
2On the Setup > Layout tab, click the Create layout > Page button.
Alternatively, you can use the Clone button from the Action menu next to an existing layout to create a new one.
3In the Create New Layout dialog box, configure the properties for the new page layout that you want to create.
The following table describes the fields that you can configure on the Create New Layout dialog box:
Field
Description
Name
Name for the new layout.
Description
Description for the new layout.
Type
Select the page for which you want to define the layout.
Note: If you opted to clone an existing layout, you can't modify this field.
Assign To
Specify the users to which you want to assign the layout.
Select one of the following values:
- Specific Roles. Assign the layout to users with specific roles.
- Specific User Groups. Assign the layout to users that are part of specific user groups.
- All. Assign the layout to users of all roles in your organization.
4Click Create.
5In the layout canvas, add one or more tabs.
6For each panel group within a tab, select a column layout.
7To add a new tab, click Add Page Tab. To hide a tab, slide the Show Tab toggle in the Properties tab to off. To remove a tab, click the Delete icon.
8Within a panel, drag the components that you need from the available components in the Page Components tab.
9To hide a page component such as an attribute within a panel, slide its corresponding Show toggle in the Properties tab to off. To remove a component, click the Delete icon.
10At any time, click Preview to visualize with sample data how the page will appear to Data Marketplace users.
11To check whether the layout is configured correctly, click the Validate icon. Fix the issues that appear in the Validation Errors panel.
12To save the layout, click Save.
The layout is saved for the page. However, the layout is not yet available to users.
13To make a saved layout available to users, open the layout and click Publish.
The layout is now available in Data Marketplace to all the users that you have specified.
Modifying or deleting page layouts
You can modify an existing page layout or delete it if it's no longer needed.
To perform this task, verify the following prerequisites:
•Your user profile is assigned one of the following roles:
- Technical Administrator
- Data Marketplace Administrator
•Your user profile is assigned a role for which the View Set up Page and Configure and Manage Data Marketplace privileges are enabled in Administrator.
1Open the Setup page.
2On the Setup > Layout tab, select the page layout that you want to modify or delete.
Note: You can't modify or delete a predefined page layout.
3To modify a layout, use the Edit button from the Action menu next to the selected layout.
4To delete a layout, use the Delete button from the Action menu next to the selected layout.