How to Use Layouts

v3.1

Layouts can contain multiple view types for editing and viewing your Airtable records.

In this article

Create a New Layout
Add New Columns Views
Get Support and View Docs
Navigate the Layout
Switch Layout
Manage Layout
Filter By View
Global Settings
Search and Switch to a New Record
Configure Search Settings
Browse Records
Delete View Type

Create a New Layout

To create a new layout:

Click the menu next to the Layout name
Click Switch Layout
Select New Layout
Choose the Tier - Records or Table
Choose the Table
Input a name for your layout, then click Create

You can then add View Types.

Add New Columns

Click Add Column button in the top right-hand menu
Click Add next to the View Type you want

Get Support and View Docs

Click the question mark icon to get support or view the documentation

Navigate the Layout

The menu above the view types allows you to create new records, switch records, clone records, delete records, and navigate through records.

Left arrow - move to previous record
Right arrow - move to next record
Double arrows - expand and view the current record in Airtable record mode
Magnifying glass - search and switch to another record
Overlapped squares - clone current record and switch to it
Plus - create a new record and switch to it
Trash - delete the current record

Switch Layout

Choose the menu next to the layout name
Choose Switch Layout
You can search and view all your layouts
Use the filters to filter layouts by Table, Column/View Type, or Tier
You can also display layouts you have disabled, by clicking Show Disabled

Manage Layout

In Manage Layout, you can manage your entire current Amplify layout (or switch to another layout to manage). You can rename your layout, lock to a view, rearrange your layout columns, and much more.

Layout Info

By default, Manage Layout will display your current layout.

If you want to manage a different layout, search and/or choose another layout in the search box.

To create a new layout, click New Layout
Choose a Tier - Records or Table
Choose the corresponding Table
Type your Layout Name
Click Create

Layout Name - Rename your current layout

Default View Filter (Optional) - Choose a specific view as a Default for this Layout
Note: Default View/Locked Views only supported when user location is not synced to Airtable

Lock to this view (Optional when a Default View is chosen) - Lock this Layout to the view chosen. It will disable the ability to change view filters)

Primary Display Field - Choose a field as your Primary Display Field

Set Defaults on new Record creation - Enable this to automatically add any Default information you have set for any field in the current table.
Default information can be added throughout the Current Record Editor by choosing the Settings icon > Set Defaults

Layout Enabled (Default ON) - If this layout is ON, you will always see this layout in the Layout Search menu. If you disable this layout, it will not appear in the Layout Search menu unless View Disabled is chosen in the Layouts Search menu.

Lock Layout (Default OFF) - If the Layout is not locked, you can modify or create columns. If the layout is Locked, all elements for modifying and creating columns are removed.

Columns

To add a new column (View Type), choose Add Column
Choose the View Type you want and click Add
Click Done
Now, you can change your new View Type settings in the chosen Type

Filter By View

Filter your chosen layout table by a specific view

Click the menu next to the layout name
Choose Filter by View
Choose your view

Settings (Global)

In global settings, you can set the font size, sync with table you're in, and edit permissions

User Settings

Sync with Airtable Location

Syncing allows you to navigate fully inside Amplify without having to exit and switch to new tables. You can still work in any table with or without this on. It just depends on your personal preference and whether you want to be in the Airtable view of whichever table you're viewing.

Select Stay in Sync if you would like to navigate fully in Amplify without switching tables (Amplify stays open in fullscreen, doesn't close, or switch to the corresponding table)

If you DO want to switch tables in Airtable each time you change layouts in Amplify, keep this OFF (Exits Amplify from full screen)

Label Font Size - Choose the font size of your field labels

Text Font Size - Choose the font size of your data in Airtable (text)

App Settings

App Label - Rename the app

Role Permissions - Who can access the Amplify app by role (Creator or Editor available)

Select Permissions - Depending on the Role permission you have selected, you can enable or disable the Role to be able to Modify Layouts or Modify Layout Columns

About

About On2Air : Amplify - Info about the app

Information about your app install -

Base ID
Install ID
Install Status
Your User ID
Your On2Air User Role

Support and Documentation - Access Support and Amplify Documentation

Search and Switch to a New Record

Choose the Search icon from the Amplify menu

You can start typing in any data you want to find. The first 5 fields and every value in the first 5 fields will be searched automatically. You can edit your search criteria to search other fields by choosing Configure > Configure Search

Example:

'quad' will show the record Quadzoom
'won' will show any record with Won
'28' will find any record with 28

Configure Search Settings

Configure Display

Primary Display Field - Choose the field you want to be your Primary field displayed in the search results

Secondary Display Field - Choose the field you want to be your Secondary field displayed in the search results

Image Display Field - Choose the Image field you want to be displayed in the search results

Page Size - Displays how many results are shown per page
- Displayed in increments of 5

Default Fields to Display - Choose how many fields you want displayed in your search results

Save Settings

Choose how you want to save the Search settings

For all Your Current Table table layouts - Save search settings for any layout related to the Table you are currently in

For the current layout - Save search settings for the current layout, no matter who has access

For personal - Save search settings for your personal Airtable login only

For the current session only (Default) - Save search settings for the current Airtable session only - if you refresh your page, log out, or time out, your settings will revert to the default

Configure Search

This allows you to choose specific fields you want to search instead of all fields.

Select Configure
Choose Configure Search

Search Fields - Choose a specific field or fields you want to be included for your search results

Ex: If you only want to search the Company Name field, you can choose Company Name

Sort Field - Choose how your search results are sorted by choosing a field

Sort Order - Choose if you want your results sorted by Ascending or Descending

Save Settings

Choose how you want to save the Search settings

For all Your Current Table table layouts - Save search settings for any layout related to the Table you are currently in

For the current layout - Save search settings for the current layout, no matter who has access

For personal - Save search settings for your personal Airtable login only

For the current session only (Default) - Save search settings for the current Airtable session only - if you refresh your page, log out, or time out, your settings will revert to the default

Delete the View Type Column

To delete the View Type from your layout:

Click the edit icon
Select Manage Layout
Click Columns
Click Delete Columns
Choose the Column you want to delete
Click Delete Column(s)
Click *Done
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