<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p id="isPasted"><strong>In this guide we will cover:</strong></p><p><strong>- Hierarchy Used for Screen Layout Overrides</strong></p><p><strong>- Override Locations</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">Hierarchy Used for Screen Layout Overrides</span></strong></p><p>The screen layout(s) that will be used within varying areas of the system will be determined by the following hierarchy:</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;">- Agent</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;">- Global</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;">Screen layouts can be set for Client/Customer, User, Site, Navigation Menu, Contracts/Agreements and Suppliers.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br style="box-sizing: inherit; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"></p><p><strong><span style="font-size: 14pt;">Override Locations</span></strong></p><p><strong><span style="font-size: 12pt;">Agent</span></strong></p><p>Within the Agent's profile (Configuration > Teams & Agents > Agents or "My account") > Preferences tab, scroll to the "Screen Layouts" dropdown.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdhMTk3ZmI5LWJhMmYtNDg1ZC04NGVhLWZjNmQxZGE2ZDNiNCJ9.802iDAjKq2-QBkL1eoXtPhH3vBfsJ5XdHJv-REuVFfA" class="fr-fic fr-fil fr-dib" width="442" height="605"></p><p><strong><span style="font-size: 10pt;">Fig 1. Agent screen layout override.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Global</span></strong></p><p>In Configuration > Advanced Settings, scroll to the "Screen Layouts" section. Here you can make new Screen Layout Profiles through the button shown, then set the global defaults below that.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNjNGE4YWQzLTUzZGEtNDNkOC1hYThiLTdmNjNjOTZmYjdjMyJ9.lEqKF2QA6t8HXY4mvREMAWw5eaW4hWxNen8dkGtuVyM" class="fr-fic fr-fil fr-dib" width="309" height="522"></p><p><strong><span style="font-size: 10pt;">Fig 2. Global screen layout setting.</span></strong></p>
