Create custom layouts within Bullseye to allow different user roles to view and edit different sets of location information.
Required: Web Premium subscription
Bullseye allows Administrators to create custom admin layouts to allow different user roles to view and edit different sets of location information. Multiple layouts can be created, and each layout can be assigned to 1 or more roles. Each layout can be configured to display any available fields or field blocks.
Our Headings, HTML, and Text Block fields help you clearly define groups of related fields, and add instructions or minor notes above a group of fields. This helps users get acquainted with forms they will be using, making using the form easier. See examples and learn how to use these blocks below:
Headings: A distinctive gray background and larger font helps identify the start of related content, and visually groups fields together
HTML: Include extra visual reinforcement through images or HTML.
Text Blocks: Simple unformatted text notes, when simple is all you need.
Follow these steps to customize a layout:
1. Add a Layout
To set up custom layouts within Bullseye, go to Settings>Setup and click on the Layout tab. You will see a screen similar to below:
Click the Add Layout button.
Before you can configure a layout, you must name it and select the type of layout. Currently, only the Location Detail page is available to customize.
Here you can also optionally configure other options that can be used by any layout.
Status: By default, a new layout is disabled when it’s added, and must be enabled in order to be used by a role. Click the radio button to enable a layout.
Welcome Screen: Below the Status, you can configure a custom Welcome screen for users, by providing a title and description that will be displayed in the Dashboard.
Announcements: Check the “Include Announcements Dashboard” option to display Announcements that you configure below the Welcome message. If this option is enabled, a new “Announcements” menu will be added to the main left-hand navigation when the layout is saved. See “Configuring Announcements” from the Knowledge Base to learn more.
Limit Locations: Check the “Limit Locations that can be added to 1” option to prevent users from adding more than one location.
Click Save & Continue. Next, you’ll be able to choose what order tabs should appear on the Location Details page, whether to require at least one value in any Categories, Territories, or SEO fields, and what roles will use this layout:
If complex attributes have been created, there will be a tab for each. Here you can limit the number of instances that can be created of each type of complex attribute:
Click Save & Continue
2. Configure Layout
Now you’re ready to configure the layout. You will see a screen like the following:
Add/Remove Layout Fields:
First, you need to select which fields and blocks will appear in your layout. Initially, all fields are included. You can add standard fields and blocks on the left by checking them off, then select Add Selected. The field you add will appear on the right. To remove fields, check the appropriate field on the right side, then select Remove Selected. The field will show up on the left after it is removed.
Edit Layout Fields
You may want to edit the name or required status of the fields. If so, select edit on the right for the appropriate field, and simply change the name.
The example above shows a text block in the process of being edited.
You can also make some fields required or not required by checking yes or no as in the example above. Select save next to the field when you are done.
You can reorder fields by click and drag fields to the desired order using the sorting handle. When you save, fields will be displayed in the layout in the order set
If you need to add additional fields to the layout, this can be done by adding a custom attribute. We suggest creating your custom attributes before building the layout. Once they are created, you will see the attributes in a separate tab in the layout builder, and you can add them in the same manner as you add standard fields.
If complex attributes exist, you will see each one in a separate tab in the layout builder, and you can add sub-attributes to them in the same manner as you add standard fields and custom attributes. You can also include an HTML page header to appear at the top of the complex attribute tab on the Location Details page. Check the “include HTML page header” option to display an editor for configuring a message.
4. Save the Layout
At any time during the configuration of your form, you can select Save to save your changes. When you are done configuring the layout, select Save to return to the list of layouts.
6. Implement the Layout
When users log in to Bullseye, they’ll see the enabled layout assigned to their role when they view or edit locations.
7. Other Considerations
It should be noted that User Permissions override layout permissions. If a field or attribute is added to a layout that a user does not have permission for, it will not be displayed.