Creating and managing layouts and reports > Creating a layout > Managing layouts
 
Managing layouts
You can manage all your layouts in the Manage Layouts dialog box. For example, you can create folders to group layouts; rename, duplicate, and delete layouts; and choose whether to display layouts and folders in the Layout pop-up menu.
To manage layouts:
1. Choose File menu > Manage > Layouts.
2. In the Manage Layouts dialog box, perform the tasks you want.
Note  A badge on the icon Layout script trigger badge in Manage Layouts dialog box next to a layout name indicates that a layout script trigger has been set for the layout.
 
To
Do this
Create a new layout
Click New to display the New Layout/Report assistant. See Creating a layout.
Create a layout folder
Click the arrow next to New and choose Folder. In the Edit Folder dialog box, type a folder name, and click OK. The new folder appears in the Manage Layouts dialog box at the current position. A folder appears as a submenu name in the Layout pop-up menu.
Expand or collapse a folder
Click the expand/collapse icon to the left of the folder name, or press the + or - key (Windows) or the Right Arrow or Left Arrow key (OS X).
Duplicate, delete, or rename a layout
Rename a folder
Double-click the folder to rename. Type a new name in the Edit Folder dialog box, and click OK.
Duplicate a folder
Select the folder, and click Duplicate. The folder name is duplicated, with Copy appended to it, and all its layouts and subfolders are duplicated.
Move a layout into a folder
Expand the folder you want (see above). Use the double arrow to the left of the layout to drag it under the expanded folder. If the layout is at the end of the folder, use the four-pointed arrow to indent the layout under the folder name. The layout appears in the selected folder’s submenu in the Layout pop-up menu.
To move a layout out of a folder, with the folder expanded, use the four-pointed arrow to drag the layout to the left, indicating that it’s out of the folder.
Delete a folder
Select the folder to delete, and click Delete, then click Delete in the alert message. You can’t undo deleting a folder. The folder and all its layouts and subfolders are deleted.
Reorder a layout or folder in the list and have those changes appear in the Layout pop-up menu
View folders and their contents by folder name
In the list in the upper left of the dialog box, choose a folder name. You see the folder’s layouts and subfolders.
To show all layouts, choose Show All.
Filter the list of folders and layouts by name
In the box in the upper right of the dialog box, type all or part of a folder or layout name. The list filters as you type: typing a layout name displays the layout in the list, and typing a folder name displays the folder and its layouts and subfolders.
To show all folders and layouts, clear the box.
Open a layout in a document window
Select the layout in the list, and click Open.
Create a separator line for grouping items in the Layout pop-up menu
3. To include or exclude a layout, folder, or separator line in the Layout pop-up menu, select the checkbox next to the item in the list, then select Include in layout menus.
When you create a layout, it is automatically added to the Layout pop-up menu.
4. When you are finished, close the Manage Layouts dialog box.
Was this topic helpful? Send feedback.