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Configure a register layout from catalogue fields

Use the register builder dialog to configure how records are organised and displayed using fields from a predefined catalogue.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the register builder dialog​

From your workspace, open the register builder dialog for the relevant register so you can start configuring its layout and behaviour.

Open the register builder dialog

Step 2: Choose the data source and item type​

In the builder, confirm or select the data source (for example workspace items or documents) and pick the item type you want the register to use.

Choose the data source and item type

Step 3: Review available catalogue fields​

Browse the field catalogue to see all available columns, including defaults such as reference, title, severity and due date.

Review available catalogue fields

Step 4: Select and arrange register columns​

Add or remove fields from your register and reorder the columns so the most important information appears first.

Select and arrange register columns

Step 5: Configure grouping and other layout options​

Set grouping options such as default group by severity and adjust any additional layout settings offered by the builder.

Configure grouping and other layout options

Step 6: Preview register blocks​

Use the preview option to generate a live preview of the current block or section so you can confirm the layout before saving.

Preview register blocks

Step 7: Save the register definition​

Save your configuration as a register definition so it can be reused and updated in future without rebuilding from scratch.

Save the register definition

Step 8: Generate a register from the definition​

Generate the actual register from your saved definition and return to the parent screen where the new layout is available to use.

Generate a register from the definition

Last updated: 2026-07-30