Page Layouts

In Zoho Spend, you can select the fields that appear for your employees while creating a record based on their policies and categories.

Using Page Layouts, you will be able to enable fields, set default values, add hints, and mark fields as mandatory for the different types of teams and categories in your organization.

For example, the sales team in your organization might deal with fields such as business purpose and the name of the customer they’re visiting while creating a trip. These fields may not be applicable to the Research and Development department in your organization. In Zoho Spend, you can choose to disable or enable these fields for your employees based on their policy and category.

Similarly, you will be able to create similar page layouts for different policies and departments based on your organization’s needs in Zoho Spend.

Create Page Layout

Here’s how you can create page layouts in Zoho Spend:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Select a module and navigate to the Page Layouts tab.
• Click New Page Layout in the top right corner of the page.
• Enter a Name for the page layout and provide Description, if required.
• Select the Category if you’ve chosen Expenses as your module or select the Policy and Type if you’ve chosen Trips. Enter the name for the page layout and provide description if you’ve chosen Purchase Requests as your module.
• You can enable or disable fields, set default values for them, add help texts, and mark fields as mandatory.
• For Purchase Requests, you can enable or disable fields, set default values for them, add help texts, and mark fields as mandatory for the Item Table Fields as well.
• Once you’re done creating the page layout, click Save.

Your employees will only be able to view and use the fields you’ve made available based on their policy and category.

Edit Page Layout

Here’s how you can make changes to your existing page layout:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Select a module and navigate to the Page Layouts tab.
• Hover over the page layout you want to edit and click the More icon next to the page layout.
• Click Edit and make the necessary changes.
• Click Save.

Delete Page Layout

Here’s how you can delete a page layout permanently:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Select a module and navigate to the Page Layouts tab.
• Hover over the page layout you want to delete and click the More icon next to the page layout.
• Click Delete.
• Confirm your action by clicking Delete again in the pop-up.