Record Layouts › Create and Apply a Custom Layout › Develop a Plan

Develop a Plan

To format data in a data set using a custom layout, first develop a detailed plan. A good plan identifies the exact results you are looking for and the components needed to achieve the results. Consider the data you want to see, and the existing layouts that format the data as you want it shown.

Follow these steps:

1. Clearly define the results you want.
2. Identify the data set that contains the records or members to which you want to apply the layout.
3. Identify the layouts that you want to include in your custom layout.
4. Identify the rules you need in the custom layout to identify which layout to apply to each record.