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View and Edit Layouts

Notice that the Layout Group tool breaks up a record's layout into two sections: a View Layout, and an Edit Layout. As a result, it's possible for a record object's layout to be different depending on how a user works with it.

If a user is viewing a record, but not editing it, the View Layout controls what they see. If they're editing the record, then the Edit Layout is the one in charge.

Still confused? What it means is that depending on how a Layout Group is designed, a user may have an entirely different view of a record when merely looking at it versus making changes to it.

And why would an organization want to design a Layout Group that way? you might ask.

In most cases they don't—95%+ of our clients want the View Layout and the Edit Layout for each object type to be exactly the same. Luckily, InsideSales.com makes it very easy to this, by letting you mirror the View and Edit layouts. In the dropdown for each layout view, simply choose the same layout for both sides.

By default, all of your layouts will be mirrored initially, and most companies won't want to change this. Typically a company uses split layouts only when it's absolutely critical that the data in certain fields never be deleted or modified (if a field isn't in the Edit Layout View, it's pretty hard to change it).

The advantages of mirrored layouts are consistency and ease of management. The Sysadmin isn't forced to update two different layouts every time they make a change to a record view, saving time and work. Unless you have a compelling reason otherwise, stick with mirrored layouts.

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