Creating Layouts Manually

Layouts can be created:

Manually
From a process and child processes
From the windows and objects you imported for your application

For information on how to create layouts from a process or child processes, see Creating Layouts Using Processes and Child Processes. For information on how to create layouts using objects, see Creating Layouts Using Objects.

To create a layout manually:

In the Navigation pane, click Data.

The Data window appears.

In the Navigation tree, select the folder where you want to create the new layout.
In the Layouts Summary pane, right-click in the pane and select New Layout.

The New Layout dialog box appears.

Click the Details tab.

The Details tab is where you create your layout.
In the Name field, type a unique name for the layout. Layout names have a maximum of 100 characters. Special characters and numbers are allowed in names.
In the Description field, type a description for the layout. Descriptions have a maximum of 1024 characters. Special characters and numbers are allowed in descriptions.
In the Variables field, right-click in the field and select Add.

The Select Variable dialog box appears.

In the Navigation pane, select the folder that contains the variable you want to add.

Once the folder is selected, all available variables are shown in the Variables Summary pane.

In the Variables Summary pane, select a variable.
Note: Not only can you add an existing variable to a layout, but you are also able to create a new variable in the Select Variable dialog box. Right-click in the Summary pane of the dialog box and select New Variable.

Click OK.

The variable appears in the Variables field.

If you want to enter specific Variable values into the Description and Default Value columns, click in the column and type directly into the columns.

Description

Type a description for each variable in a layout. This description will be specific for this layout. You will be able to specify a different description for the same variable in different layouts.

This description will be visible when you click on the Variables tab in the Layout Detail pane, and it will appear as a tool tip when you place the mouse on the layout name in the New Recordset dialog box.

Default Value

Type a default value for each variable in a layout. This value will be specific for this layout. You will be able to specify a different value for the same variable in different layouts. Skip characters are allowed.

This default value will be visible when you create a row to a new recordset in the New Recordset dialog box.

If needed, repeat Steps 8 through 11 to add additional variables.
Click OK.

The layout is saved and appears in the Layouts Summary pane.

To rearrange the order of variables in a layout:

Use the following buttons on the right-side of the Variables field to rearrange your variables:

Button	Name	Description
	Move to Top	Move the selected variable(s) to the top of the variable list.
	Move Up	Move the selected variable up from its current position.
	Move Down	Move the selected variable down from its current position.
	Move to Bottom	Move the selected variable(s) to the bottom of the variable list.

Editing Layouts

When editing a layout, you can change the following:

Name
Description
Variables source
Specific variable details
Order of the variables in the layout

To edit a layout, right-click on a layout in the Layouts Summary pane, and select Edit.

Deleting Layouts

When you delete a layout, you are removing the layout and any recordsets that are associated with the layout from Certify.

You cannot delete a layout that is used by any process in the opened project. To determine if a layout is in use, right-click on a layout and select Process Usage. For more information, see Viewing Process Usage.

To delete a specific layout:

In the Navigation pane, click Data.

The Data window appears.
In the Layouts Summary pane, right-click on a layout and select Delete.

The Confirm Delete dialog box appears.
Click Yes.

The layout is deleted.