Customize the Layout of the Term Page

You can customize the layout of the term edit page according to your requirements. For example, you can hide fields, add or remove tabs, or divide the page up into sections. There are many ways to change the layout. For example, you might decide that you prefer to have linked terms on the front tab, and want to move certain fields to another tab. You must have the privilege "Customize term management" to access this page.

You customize the layout of the term edit page by navigating to Terminology > Customize > Term Edit Layout.

The following illustration shows a page layout configuration and the resulting layout on the term edit page.

The Layout Components list contains components that you can drag on to your page layout.

ComponentDescription
Tab group

A row of tabs.

Tab or Section

A tab or a section depending on where you drag it.

  • If you drag this component into a tab group, it becomes a tab.
  • If you drag this component into a tab, it becomes a section.
  • If you drag this component into a section, it becomes a sub section.

You use sections to group fields that are on the same page. A section can have a separate title and read-only status.

Field

A field can be a system field or a custom field. You use fields to view or edit attributes of a term.

Layout Components

You can add new components to your page layout by dragging them from the components list to the Page Layout list. For example, you could have an extra tab that displays workflow-related fields or you could add a "Usage Guide" field to the "Basic Information" tab.

Also, you can add the same component to multiple places in your page layout.

For example, if you can drag the "Status" field to the "Basic Information" tab and it will still stay in the list of available layout components. You can then drag a second instance of the "Status" field to the section at the top of the page. There can be several advantages to having two instances of the same field:

  • You could have one instance of the field in a prominent place for quick reference but read-only.
  • You could have a second instance of the field on a tab for advanced users to edit.

To add components to your page layout, follow these steps:

  1. Navigate to Terminology Customize Term Edit Layout.
  2. Select a component from the Layout Components then drag and drop it on to a component in the Page Layout.
    • To add a tab group, select the "Tab Group" component and drag it anywhere in the Page Layout.
    • To add a tab, select the "Tab or Section" component and drag it on to a "Tab Group" component.
    • To add a section, select the "Tab or Section" component and drag it on to a "tab" or "section" component.
    • To add a field, select a field from the "System fields" or "Custom fields" directory and drag it on to a "tab" or "section" component.

    Components in the page layout should turn green when you drag layout components over them. If they turn green, it means that you can drop new components inside them. If a component doesn’t turn green, it means that you can’t drop anything inside it. For example, you can’t drop a "Tab or Section" component inside a field.

    Your changes take effect immediately. To see result of your changes, navigate to Terminology Filter and open a term.

Removing Layout Components

You can remove components from your page layout by dragging them out of the Page Layout list and back into the Layout Components list. You might remove components such as tabs and fields to reduce clutter on the term edit page. You should always remove components if you deleted their counterpart from the database, for example if you delete a custom field.

Reordering Layout Components

You can reorder the components in your page layout by dragging them up or down in the Page Layout list. For example, you could change the order of the tabs in a tab group, move a new section to the top of a page, or change the order of fields on a tab.

Editing Component Attributes

You can change attributes of components in your page layout by selecting them in the Page Layout list. After you select a component, you can edit the attributes that appear beside the Page Layout list. For example, you could change the display name of a tab, make the contents of a tab read-only, or have the fields appear in a horizontal layout.

To edit components in your page layout, follow these steps:

  1. Navigate to Terminology Customize Term Edit Layout.
  2. Select a component in the Page Layout.
  3. Edit one of the attribute fields that appear after you select a component.

    Depending on which component you select, you can change one or more of the following attributes:

    AttributeRelevant ComponentsDescription
    Display nametabs, sections

    Change the title of the tab or section.

    Read onlytab groups, tabs, sections

    Make everything inside the component read-only.

    • If your component contains fields, all those fields become read-only.
    • If your component contains tabs or sections, the read-only status of those sections must be set to "inherit" so that they inherit the read-only status of the parent component.
    Use a horizontal layouttabs, sectionsArrange the fields in a row instead of a column in the tab or section layout.
    Hide the labelfields

    Hide the display name of a field on term edit page.

    Your changes take effect immediately. To see the result of your changes, navigate to Terminology > Filter and open a term.

Resetting the Layout of the Term Edit Page

If you completely mess up your page layout, you can return it to the default page layout that comes installed with the Acrolinx server. You reset your page layout by removing all components and restarting the core server.

To reset your page layout, follow these steps:

  1. Remove all components from your page layout by dragging each one back into the Layout Components list.
  2. Navigate to Servers core server and click Restart Server.

    You must have the appropriate privileges to restart the core server.

    When you log back into the Dashboard, the page layout should be reset to have one section at the top and underneath it, a tab group with six tabs.

Layout Configuration Backups

If you move your Acrolinx installation to another computer, you can back up your layout configuration and restore your term edit layout on another computer.

Your layout configuration is stored in the terminology database. When you back up your terminology database, your layout configuration is saved along with your terms. So, to move your layout configuration, you just need to follow the standard procedure for creating and restoring a backup of your terminology database.