Customizing Layouts
Learn how to customize list views, detail pages, and dashboards to create the perfect portal experience for your users.
Types of Pages
Three building blocks for portal screens
List pages
Detail pages
Dashboard pages
Configuring List Pages
List pages are automatically generated for each table, but you can customize them:
Visible Columns
Choose which fields appear as columns in the table view. Hide sensitive or unnecessary fields to keep the interface clean.
Default Sorting
Set the default sort order (e.g., newest first, alphabetical by name). Users can still change this, but it sets the initial view.
Filters
Configure which fields can be filtered, and set default filters to show only relevant records (e.g., only "Active" projects by default).
Actions
Enable or disable the "Create" button, bulk actions, and row actions based on what users should be able to do.
Page widgets
Page widgets are the blocks you arrange on a record page—a client, a job, an application, a shipment—so it becomes a destination, not a bare form. Layer fields for the story, related lists for everything tied to this row, stats for at-a-glance numbers, and activity for how things evolved.
Inspiration: a partner dashboard with contract terms up top, open deals in a related list, and quarter-to-date commission in stats; an applicant portal with intake fields grouped by section, uploaded files and messages alongside, and a timeline of status changes; a vendor workspace with PO lines below the header record and SLA-style counts above the fold. Same blocks—different stories.
Hover or focus a card for a compact example layout (illustrative, not a live portal).
Fields widget
Shape the narrative
Break long records into titled sections—"Company," "Billing," "Onboarding"—so clients see a profile, not a wall of inputs. Under the hood it's a grid of the fields you choose, with custom group titles.
Hover or focus for example
Related list widget
One hub, many threads
Pull in another table through a relation: invoices under a client, tasks under a project, line items under an order. Your portal becomes the single place someone opens to see the whole relationship—not five different bookmarks.
Hover or focus for example
Stats widget
Orient in seconds
Put the numbers people scan first—open balance, cases resolved this month, seats remaining, days in stage—above the fold. Totals, counts, and KPIs read as a headline before anyone scrolls into the details.
Hover or focus for example
Activity timeline
Show the journey
A chronological trail of what changed—notes, status moves, handoffs—so approvers and customers trust the process. Ideal for support histories, lightweight audit views, or "what happened since I last logged in."
Hover or focus for example