Modifying material overview layout

For existing material records, you can reorder, regroup, or hide selected fields or groups of fields in the Material Overview panel by using the Module Designer.

  1. Select Basics > Material.
  2. Select a record and click Edit.
  3. Click the Module Designer icon found on the sidebar.
  4. To create a new layout, click New and specify a layout name.
    To edit an existing layout, select a layout on the Available Layouts list.
  5. To apply the layout to specific record types, specify this information:
    Brand
    Select a brand from the list.
    Category
    Select applicable categories from the list.
  6. To apply the layout to specific roles, click Roles and Users and select the roles on the dialog box.
    Note: You must first save the layout to enable the Roles and Users button. To save the layout, click Update.
  7. To enable editing of the selected layout, select Open Edit Mode.
  8. Pause on the New items icon on the upper leftmost corner of the Overview panel.
  9. Drag and drop items to add them to the layout and use the editing tool bar to adjust the position, height, width, alignment, naming, and spacing of added grouping options in the layout.
    Note: You can also adjust the size of the Attachment field according to the position, height, width, alignment, naming, and spacing that is suitable for the number of attached files to be shown in the Overview tab.
  10. To edit existing items on the layout, select a field or group and then apply the necessary changes by using the editing tool bar.

    You can also drag and drop fields or groups.

    Note: Do not remove mandatory fields.
  11. To save the changes, click Update on the Module Designer pane.
  12. To activate the layout, select Active.
    Note: You can activate multiple layouts. Active multiple layouts are unique for each brand and category combination.

    If a user-defined layout is created with the same settings as the default layout, the user-defined layout will be applied. The default layout cannot be set as Inactive. For each Brand and Category combination, you can set up duplicate layouts but only one layout can be activated.

  13. To stop editing, clear the Open Edit Mode check box.