Adding layouts to interfaces

With Interface Designer you can create visual interfaces that reflect your underlying base’s data. When you create a new interface, you can give yourself a head start by choosing from various templated layouts to provide a structure to customize and build on.

Introduction

Overview

Layouts are the design space framework within a given interface page. There are a number of templated layouts to choose from. You can also start from scratch with a blank template, but we recommend starting with a templated layout if you are new to Interface Designer. Each of these templates contains a set of customizable elements that provide the structure for you to build an interface. A layout is like choosing a recipe; you have a good starting place that can be customized to your unique tastes by introducing additional ingredients (elements). Layouts are a great way to learn the basics of interfaces and give you an idea of what interfaces are capable of.

Adding a new layout

1. Find the interface option inside a base that holds the information for which you would like to create a new interface.
   
2. If this is the first interface being built for the particular base you are working out of, then you'll see the flow outlined in the Interface Designer overview article. Otherwise, you'll be brought to the base's interface page where you can click the + Create new button. Additionally, if you are creating a new page in an existing interface, click Edit and then find the + New page option on the right side of the editor.
3. All of these options will lead to the layout picker menu discussed in the section above.
4. Choose a layout and start customizing!

Choosing a layout

Whenever you create a new interface, you can choose from a menu of layouts. Each layout was built with a different workflow in mind. We cover each layout briefly below, but you can learn more about each layout by clicking the link to each layout's support article:

1. Record review - The Record review layout was designed to allow you to quickly switch between records with ease. Record review is useful for triaging or reviewing many records at once.
2. Dashboard - The Dashboard layout is ideal for giving stakeholders and executives a high-level overview of key information to keep them in the loop. With this layout, you can let your collaborators filter data themselves, surface important numbers, and highlight metrics with charts and graphs.
3. Record summary - The Record summary layout provides an overview of key information based on the selected record. Record summary is best when you want to focus on one record at a time and don’t need to make quick switches.
4. Form - The Form layout is meant to help intake new record information from users who are interacting with the interface page you are building.
5. Blank - Choose the Blank layout to start creating on a clean canvas. This provides you the space to build out an interface with the various interface elements Airtable offers, from scratch.

Connecting a layout to a table

Once you’ve selected the layout that is the best fit for what you are building, you will need to connect your layout to one of your base’s tables. Note that if you selected the Blank layout, you will skip this step because you’ll be adding your own elements.

Using the dropdown menu, you can select a table from your base to link to the layout you’ve chosen:

Interface Designer also allows you to copy over filtering conditions or sort rules straight from one of your views into your layout. Clicking the “Copy from View” button and choosing a view from your base will allow you to carry view configurations straight into your interface:

Once you are satisfied with your table configuration, click Next to choose the initial elements that will be included in your interface.

Interface layout dependencies

• If you chose either the Record review or Record summary layouts, the next stage of setting up your layout will allow you to select which elements, correlating to your table’s fields, to initially add to your interface:
  Each of these Field elements will be automatically connected to either the Record picker or Record list elements, depending on which layout you went with:
  
• If you chose the Dashboard layout, you get to choose from a selection of elements focused on aggregating data. The Number and Chart elements are focused on taking in a table’s information and showing trends about that data. You can toggle elements on/off or further configure each element by clicking on the arrow to the right side of the element’s name:
• The Dashboard also includes an optional Filter element that will allow interface viewers to filter data themselves based on a condition you set. To learn more about Filter elements, see this support article.
• Once you’ve chosen a layout and connected it to a table, you can add a name and description to your new individual interface for clarity and to let your collaborators know how to interact with it.
  
• If you choose the Blank layout, you’ll skip the step of naming your new interface, but you can choose to add a name and description for your interface at any time.

FAQs

Can I add multiple layouts to the same interface?

An interface can only have one layout, which is selected when the interface is initially created. You can always add new elements to your interface or create a new interface with another layout if you aren’t happy with your finished result.

Can I recreate other layouts from scratch by using the Blank layout?

You can recreate the Dashboard and Record Summary layouts from scratch! However, the Record review layout is the only way to add a Record list element to your interface at this time—so you cannot recreate the Record review layout from scratch.