Page Layout

The Page Layout defines the format and interface of a Job. Users may customize the layout by adding fields to the Job’s display areas: Form, Reference, Header. Fields can only be added to one display area at a time.

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Adding Fields

There are different field categories that can be added to a Job.

⚠️ Important

A project field and newly created field can have the same name, but they both can NOT exist in a job type’s page layout at the same time. Field names must be unique within a job type.

Select a Field Category for the field
1. Project Field configuration is outside the Document Type
2. Global Fields are configured from over.vu’s Manager
  1. Reach out to a CSM liaison for assistance with Global Fields
Fields can be created by clicking the Add Field button
1. See Import Fields for more information about creating multiple fields at once
New Field
1. Insert information into the Add Field modal. Please refer to the Add Field table for details on how to fill these fields.
2. Click on the Add Field button to save the current entry.

Form

The Form of a Job Type is the interface for data. Forms must be separated into sections. Fields are inserted into forms for users to input data. The Task Module is a default section included in all job types and their forms.

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Click on the Add Section button.
1. Input a name for the Section Name
  1. Limited to 400 characters
2. Click on the Add Section button to save the entry
Click on the Name of a section to rename it
Click on the Dot-Handle icon for a Field Type and drag the field into a section
1. Move a field to any section or change positions within a section via dragging
Click the Dot-Handle icon for a Section and drag to adjust the orders of sections
Clicking on a Job field will open a sidepanel to edit the field.
1. Project/Global fields cannot be edited within a Job
Click on the Save Changes button to save any changes.
1. See Condition Logic for more information on applying rules to display fields
2. See Promote Field for more information on upgrading fields

Section Pinning

Pinning a section to a document allows users to keep the section on screen as they navigate through a Document's details. Pinned sections always display as the first section within a Form.

A pinned section will show a colored pin icon.

Reference

The Reference of a Job Type is a sidepanel for displaying supplementary information. Fields inserted into references are view-only. References can be separated into sections.

Click on the Reference tab.
Click on the Add Section button
1. Input a name for the Section Name
2. Click on the Add Section button to save the entry
Click on the Name of a section to rename it
Click on the Dot-Handle icon for a Field Type and drag the field into a section
1. Move a field to any section or change positions within a section via dragging
Click on the Dot-Handle icon for a Section to adjust the orders of sections
Clicking on a field will open a sidepanel to edit the field.
1. Click on the Save Changes button to save any changes
Click on the ellipses to delete a section

Header

The Header of a Job Type is an area to display important information relating to the job. Fields are inserted into headers for users to reference data. There is a maximum of 5 headers that can be displayed for a job type.

Click on the Dot-Handle icon for a Field Type and drag the field into the section
1. Change the position of a field within the section via dragging
Clicking on a field will open a sidepanel to edit the field.
1. Click on the Save Changes button to save any changes