A Guide to Layouts

A "Layout" refers to a certain "view" of data present within an Application in Risk Cloud. Throughout Risk Cloud, there are three areas where you can set custom Layouts showing data that is relevant to a user. These three areas are:

  1. The Work Queue

  2. A Workflow Link within a form. See this article for information on how to add a Linked Workflow

  3. Within the body of an email Job notification when the "Include Field Results" option is selected. See this article for information on how to create a Job and select "Include Field Results"

For each of the above situations, Layouts can be created in order to give users a more customized view of data within an Application.

How to Create a Layout

1) Select Build → Layouts. 

2) Click + New Layout button to open the modal enter the desired Title and Workflow and click + Create Layout.

The Workflow selected is the Workflow where the desired data lives or is connected via a Parent / Child relationship to the data you wish to display. 

3) In the 'Layout / Edit' modal, click + Add A Field to add Fields to the Layout.

The four columns required for each Field in a Layout:

  • Workflow - Defines the Workflow the information will be pulled from. The Workflow the Layout is built on, as well as all Mapped Workflows are available to select here. See this article for help with creating relationships between Workflows.

  • Category - Defines the type of Field that can be selected.

  • Field - Identifies the Field that will be pulled into the Layout. This will be the Field Name from the Workflow.

  • Header - Defines the name that will be displayed in the Layout. You can update this to display whatever you'd like!

Each 'row' that you are creating in this section will correspond to a column in the Layout (see arrow below). 

Categories and Fields Available:

The following categories are available for inclusion in a Layout:

  • System Fields - these are Fields that every Workflow will have by default

    • Record - these Fields will give details about the record itself, i.e. the record name (Risk-1, for example), the date the record was created, the date the record was due, etc. 

    • Application - these Fields will give details about where the record sits within your Application, e.g., the current step it sits in, the name of the Workflow that it lives in, etc.

    • Users - these Fields will give details about the users involved with the record, e.g., who created it, who is the current assignee, etc.

  • Custom Fields - these are Fields that have been created by the Administrator of your Application

    • Workflow - these Fields are those created within the chosen Workflow for the Layout. These will be custom to each user's environment.

    • Global - similar to "Workflow" fields, but these are set up so that they can be used across all Applications in a user's environment.

4) Once Fields have been chosen for the Layout, you can customize each column by clicking the gear icon at the right of each row

  • Sort the records using a specified Field by checking "Sort By This Field" and selecting "ASC" or "DESC".

  • Select the "Show As Link" button so that the Field can be clicked on to take the user directly to the record. It is considered best practice for at least one Field to be set as a link if this Layout will be set as a Work Queue Layout. Text Area Fields cannot be shown as a link within a Layout.

  • Each row can be dragged and dropped so that the desired order of Fields is achieved.

The Layout will save automatically as you make updates to it.

Please note that if you want this Layout to be used as your "Work Queue" view, you must select the gear in the top right corner and check "Use For Work Queue".

Where are Layouts Leveraged in Risk Cloud?

See below for how a Layout can be utilized for Work Queues, Linked Workflows, and Email Job messages:

Work Queue

If a Layout is created and set to be used for the Work Queue, the Work Queue will now show your updated view:

Linked Workflows

When linking a Workflow within a form, different Layouts can be chosen in order to display the relevant data based on that linkage. The "Linked Workflow" chosen must be the same as the Workflow that was used to create the Layout; the user can then choose which previously-created Layout should be used in the Workflow Link.

Job Messages

If sending an email notification you have the option to 'Include Field Results' in the 'Job / Edit' modal. Once 'Include Field Results' is selected, a drop-down of relevant Layouts is available to choose from. This will allow the user to view the Layout Fields from the record when the email is sent.

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