{"id":4046,"date":"2026-05-29T19:46:40","date_gmt":"2026-05-29T19:46:40","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4046"},"modified":"2026-07-06T17:21:51","modified_gmt":"2026-07-06T17:21:51","slug":"page-layout","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/page-layout\/","title":{"rendered":"Page Layout"},"content":{"rendered":"<style>\n.gt-body { font-family:'Poppins',sans-serif; color:#111; line-height:1.75; }\n.gt-def { border-left:4px solid #E8650A; padding:16px 20px; background:#fff8f4; border-radius:0 8px 8px 0; margin:0 0 32px; font-size:1.05rem; }\n.gt-section { margin:0 0 36px; }\n.gt-section h2 { font-family:'Fraunces',serif; color:#0A1628; font-size:1.5rem; margin:0 0 12px; }\n.gt-section p { margin:0 0 12px; }\n.gt-example-box { background:#f0f4ff; border-radius:10px; padding:20px 24px; margin:0 0 32px; }\n.gt-example-box strong { color:#2563EB; }\n.gt-related-pills { display:flex; flex-wrap:wrap; gap:10px; margin:0 0 32px; }\n.gt-related-pill { background:#f7f4ef; border:1px solid #ddd8cf; border-radius:20px; padding:6px 16px; font-size:0.875rem; color:#0A1628; text-decoration:none; transition:all .2s; }\n.gt-related-pill:hover { background:#0A1628; color:#fff; border-color:#0A1628; }\n.gt-faq-item { border:1px solid #ddd8cf; border-radius:10px; padding:16px 20px; margin:0 0 12px; }\n.gt-faq-item h3 { font-size:1rem; color:#0A1628; margin:0 0 8px; }\n.gt-faq-item p { margin:0; font-size:0.9rem; color:#444; }\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">A Page Layout in Zoho CRM defines how fields, sections, related lists, and buttons are arranged on a record&#8217;s view and edit screens. Administrators use Page Layouts to present the most relevant information to each user group, hide fields that are not relevant for specific roles, and enforce field-level requirements.<\/div>\n<div class=\"gt-section\">\n<h2>What Page Layouts Control<\/h2>\n<p>Page Layouts control: which fields are visible, which are required, which are read-only, how fields are grouped into sections, which <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/related-list\/\" class=\"sp-content-link\">Related Lists<\/a> appear at the bottom of the record, which buttons are displayed, and which custom <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/blueprint\/\" class=\"sp-content-link\">Blueprint<\/a> is active on the record.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Multiple Layouts and Profiles<\/h2>\n<p>Different Page Layouts can be assigned to different user <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/profile-crm\/\" class=\"sp-content-link\">Profiles<\/a>. For example, the sales rep layout for Deals might show deal amount, stage, and probability, while the finance team&#8217;s layout also shows payment terms and invoice reference fields. This ensures each team sees only what they need.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>Retail Finance:<\/strong> A retail lending company has three Deal layouts: one for the sales team (focused on customer details and product interest), one for the credit team (focused on income verification fields and risk assessment), and one for operations (focused on documentation checklist and disbursal dates). Each profile sees only the fields relevant to their stage of the process.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\"><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/custom-field\/\" class=\"sp-content-link gt-related-pill\">Custom Field<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/layout-rule\/\" class=\"sp-content-link gt-related-pill\">Layout Rule<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/related-list\/\" class=\"sp-content-link gt-related-pill\">Related List<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/profile-crm\/\" class=\"sp-content-link gt-related-pill\">Profile (CRM)<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/blueprint-field-mandate\/\" class=\"sp-content-link gt-related-pill\">Blueprint Field Mandate<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/kiosk-studio-zoho-crm\/\" class=\"sp-content-link gt-related-pill\">Kiosk Studio<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\">\n<h3>What is a Page Layout in Zoho CRM?<\/h3>\n<p>A Page Layout defines how fields and sections are arranged on a CRM record&#8217;s view and edit screens. Administrators configure layouts to show different fields, set required and read-only states, and assign different layouts to different user profiles.<\/p>\n<\/div>\n<div class=\"gt-faq-item\">\n<h3>Can different user roles see different Page Layouts in Zoho CRM?<\/h3>\n<p>Yes. Multiple Page Layouts can be created for each module and assigned to specific user profiles. A sales rep, a manager, and a finance team member can each see a different layout of the same Deal record with fields and sections tailored to their needs.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A Page Layout in Zoho CRM defines how fields, sections, related lists, and buttons are arranged on a record&#8217;s view and edit\u2026<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Page Layout | Zoho Glossary","seo_description":"A Page Layout in Zoho CRM defines how fields, sections, related lists, and buttons are arranged on a record's view and edit screens. Administrators use Pag","seo_keyword":"page layout","seo_faqs":"[{\"q\": \"What is a Page Layout in Zoho CRM?\", \"a\": \"A Page Layout defines how fields and sections are arranged on a CRM record\"s view and edit screens. Administrators configure layouts to show different fields, set required and read-only states, and assign different layouts to different user profiles.\"}, {\"q\": \"Can different user roles see different Page Layouts in Zoho CRM?\", \"a\": \"Yes. Multiple Page Layouts can be created for each module and assigned to specific user profiles. A sales rep, a manager, and a finance team member can each see a different layout of the same Deal record with fields and sections tailored to their needs.\"}]","term_type":"Technical","glossary_related":"","glossary_links":""},"glossary_category":[1238],"class_list":["post-4046","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-crm"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4046","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4046"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4046"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}