Manage Layouts

When you open the Layout page, each configured layout is displayed as a tile. Manage layouts using one of the following options:

• Edit

• Clone

• Export

• Delete

Edit a Layout

To edit a layout, follow the steps:

1. Click the Edit icon on the layout to edit. This displays the layout with the widgets and softphone (if any) in place.

2. Click Settings on the Layout Header to open the Layout Configuration page.

3. Edit the fields that require changes. Edit fields in other tabs of the layout also, if needed

   Note

   You cannot edit the (Layout) Name.

4. Click Save.

Clone a Layout

If you need another layout in your application with the same settings, you can use the Clone functionality instead of creating a new one from scratch.

To clone a layout, follow the steps:

1. Click the Clone icon on the layout that you want to clone.

2. In the Clone Layout overlay, type a Name for the cloned layout.

3. Click the Clone Layout button. The cloned layout is now displayed as another layout tile.

Export a Layout

Export Layout is a functionality that helps you export the complete layout settings to a txt file.

To export a layout, follow the steps:

1. Click the Export icon on the layout that you want to clone.

2. The layout is exported as a text file (txt) to your Downloads folder.

You can use this txt file to create another layout on your application by ‘importing’ the settings. Refer point 3 in Layout Settings.

Delete a Layout

To delete a layout, follow the steps:

1. Click the Delete icon on the layout that you want to delete.

2. A popover message appears as below:

   Important

   All information associated to this <Layout Name> will be permanently deleted. This operation cannot be undone. Are you sure you want to delete this <Layout Name>?

3. Click the OK button to delete the layout.  

Conclusion

At the end of this section, you have:

• Created a Layout

• Configured a Layout Header

• Configured Widget Settings (Skip Trace)

• Configured the platform settings for the platform you are integrated with.

Next up, configure the widgets that your Workspace application requires.