📍 Context
Kafinea General Interface
Introduction #
The Layout Editor allows administrators to customize the structure of each module’s forms: add, move, or hide fields, create new blocks, and reorganize the layout of information. It is accessible via Settings > Layout Editor.
1. Customizing a module #
To customize the layout of a module:
- Go to Settings > Layout Editor
- Select the module to customize
- The editor displays the current structure of the form with its blocks and fields
Available actions:
- Move a field: drag and drop a field from one block to another or change its order
- Hide a field: make a field invisible in the form (existing data is preserved)
- Make a field mandatory: define which fields must be filled in upon saving
- Add a block: create a new group of fields to organize information
- Create a custom field: add a new field to the module (text, number, drop-down list, date, etc.)
2. Custom field types #
| Type | Description |
|---|---|
| Text | Free text field (single line) |
| Text area | Multiline text field |
| Formatted text | Text field with formatting (bold, italic, lists…) |
| Decimal | Decimal numerical value |
| Integer | Integer numerical value |
| Percentage | Percentage value |
| Currency | Amount with currency |
| Date | Date picker |
| Time | Time picker |
| Email address with format validation | |
| Phone | Phone number |
| URL | Web link |
| Drop-down list | Choice from a list of predefined values |
| Multi-select checkbox | Multiple selection from a list of values |
| Checkbox | Yes/no value |
| Skype | Skype ID |
| Link button | Clickable button pointing to a URL |
3. Best practices #
- Do not overload forms: only add fields that are actually used
- Organize by logical blocks: group fields by theme (general information, address, accounting…)
- Use mandatory fields sparingly: too many mandatory fields slow down data entry
Important: Deleting a custom field is permanent and results in the loss of associated data. It is better to hide a field rather than delete it if you are not certain you no longer need it.
4. Frequently asked questions #
Do the changes apply to all users?
Yes, the layout is common to all users of the module. It is not possible to have a different layout per role.
Can I modify Kafinea’s standard fields?
You can move, hide, or make standard fields mandatory. However, you cannot delete them or change their type.
How do I add a custom drop-down list?
Create a field of type Drop-down list, then define the possible values. Values can be translated into each available language.