Handle - Layout Builder Enhancements

In This Article

• Introduction
  • Field List Panel Improvements
  • Better Filtering Options
  • Easier Field Creation
  • Relationship Field Grid Settings
  • Entity Key Names
  • Edit Nested Objects
  • New Permissions
  • Lock Levels

Introduction

A number of improvements have been made to Handle’s layout builder! Keep reading to learn more about the tool’s new capabilities.

Field List Panel Improvements

The field list panel has seen a number of improvements! 

• You can now click the right arrow in the top-right corner of the panel to expand it from 1/3 of the screen width to 2/3 of the screen width. 
• You can now drag and drop fields to reorder them. To do this, click and drag a field by the arrow icon near the left side of the screen.
• Click the eye icon to the right of a field’s name to hide or unhide it.
• Click the exclamation point to the right of a field to make it required or optional.
• Use the checkboxes on the right side of the panel to select multiple fields. You can then click the Mass Edit button to make all selected fields shown, hidden, required, or optional.

Better Filtering Options

A number of new filtering options have been added. To access these options, click the gear icon to the right of the filter bar.

You can now filter fields by Type, Input Type, Default value/value Script, “Dependency” flag, and fields synced to outside source (API) flags.

Easier Field Creation

When creating a new field or relationship, the Table Name field will now be automatically filled out. This change makes it much easier for non-technical users to create new fields.

Relationship Field Grid Settings

Relationship fields are now included in the Grid Settings element, making it possible to manage them alongside regular fields!

In the example below, the Deal Packet entity is being edited. The “Trade Is Free & Clear” and “Settlement Note” fields are JDQuote Trade relationship fields.

By selecting these fields for display in the Grid Settings element, they will now appear when viewing a JDQuote Trade for a Deal Packet:

Note that relationship fields will be marked with a link icon when they appear in grid view.

Entity Key Names

Entities’ key names will now be displayed in square brackets [ ] to the right of their display name. This ensures that the key name is always visible even when the display name has been changed.

Edit Nested Objects

It’s now possible to edit nested objects for an entity! To do this, open the entity you’d like to edit, then select “Nested Objects” in the left navigation menu.

• Click the “Select Nested Object” drop-down at the top of the screen to see a list of existing nested objects for this entity. Click on an object to select it.
• Use the “Open Group” and “Open Field” links to quickly jump to the selected object’s group or fields.
• Click “Add New Group” or “Add New Field” to create a new group or field.

New Permissions

Four new permission levels, each with its own access controls, have been added to the Layout Builder. These roles, in ascending order of access, are Contributor, Manager, Dealer Admin, and System Admin. See the table below for a breakdown of permissions held by each of these roles.

To assign these permissions to a Handle user, log in to Handle as an administrator, then access the profile of the user you’d like to edit and navigate to the Security tab. Three new checkboxes have been added to this tab - Customization Contributor, Customization Dealer Admin, and Customization Manager. Check each checkbox to grant that user the corresponding role.

Lock Levels

A new “Lock Level” drop-down has been added below the “Locked” toggle. This drop-down allows you to select a lock level for locked fields, giving users with sufficient permissions the ability to edit the field even when locked.

The options available in the Lock Level drop-down are the same as the four permissions added in this release. Users with an access level higher than the selected Lock Level will still be able to edit the field. For example, setting a field’s Lock Level to “Management” will allow System Admins and Data Admins to edit the field.