Inside this article

How to use  layouts
When to use layouts
Watch a video about layouts
Expand your references
Presentation options

  • Can I hide items in the rich layout without affecting the table?

  • Will the layout show up in every view?

  • How do I change what appears in the primary and secondary text fields on my detail view?

One of our most important building blocks - views - becomes more powerful with layouts. With layouts, you can customize your view down to the row. You can hide and reorder columns, of course. Or, even emphasize what's important by changing and expanding the Layout in new ways with drag-and-drop and nested views.

How to use layouts

Creating a layout

Since the layouts feature is focused on how to better visualize what's inside each row. To add a layout, click the expand row icon and select the pen icon in the upper right.

Once in the pen menu, you can select any of the Quick Styles for a great starting point. Then, you can drag and drop items to create the perfect layout for your team. You can even drag each item to make it longer or shorter on each line.

You can also click the gear icon next to groups of items to change the alignment or font style:

If you like the layout you've created, and want to reuse it elsewhere in your doc, you can click the layout dropdown menu and select New Layout:

Lastly, if you want to see all of the comments and activities that have occurred on this row, toggle this option on:

When to use layouts

You can view your information in a bunch of ways in Coda. But, how should you decide?

Table View - Stick with the standard table view if you're using your data as a repository, or if you're not sure how you need to use your data yet.

Card View - If you're used to working in a kanban style, this layout will be your best bet.

Chart View - You'll use charts anytime you need to visualize data to understand trends. 

Detail View - You'll want to use Detail view anytime you want to see a row's information front and center. Commons uses include: customer profiles, product details, location specifications, etc.

Watch a video about layouts

Expand your references

Layouts also let you work with your references in a more dynamic way. If one of your columns is looking up information from another table, you'll be able to decide whether or not you'd like to see the details in their table form by toggling the Display as table option on:

Then, you'll be able to work in the table just like you would in its original location in your doc:

Presentation options

 There are many scenarios where you may want to showcase your layout directly from the body of your Coda doc. To do this, choose the Detail option in the table display menu:

When anyone opens the document they can now navigate rows with your custom layout front and center.


Can I hide items in the layout without affecting the table?

If you would like to hide items from your layout view, simply drag them to the bottom of the layout. You can then click the Show hidden columns link to reveal them again.

Will the layout show up in every view?

Each view can use the same layout, or you can further customize by setting it to a new layout depending on your scenario.

How do I change what appears in the primary and secondary text fields on my detail view?

The display column will always show up as Primary text irrespective of its order in table layout. The easiest way to change what shows up as “subtext” reorder your columns and then switch back to Detail view. The very first visible column that is of type Text, Date, Number and not a display column will show up as subtext column.

How can I reorganize my data in a detail view?

Like tables views, calendars views, etc., sorting and filtering work for detail views as well. Access these options by hovering over your view to expose the “Options” menu in the upper right hand corner of your detail view. Click the options to access settings for sorting and filtering.

Alternatively, if you’d rather manually move items in your left navigation of a detail view, you can drag-and-drop your content. Note that sorting and filtering overrides any drag-and-drop editing, so you’ll want to be mindful of which you choose.

Drag and Drop Detail.gif
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