This article outlines a step-by-step walkthrough on how to create and configure a Third Pane Layout.

Create a Third Pane Layout

Step 1: Navigate to Entity Studio

1. Go to Entity Studio from the Sprinklr platform.

2. Open Entity Manager.

3. Select the entity for which you want to create a Third Pane Layout.

4. Click View to open the entity configuration.

   

Step 2: Open Third Pane Layout

1. Inside the entity configuration, locate Third Pane Layout.

2. Click Create Third Pane Layout.

   

Step 3: Enter Basic Details

On the creation screen, provide the following details:

1. Third Pane Layout Name - Enter a meaningful name for the layout.

2. API Reference ID - Auto-generated and non-editable.

   

Step 4: Create the Layout

1. Click Next.

2. You are automatically redirected to the Third Pane Layout Builder for configuration.

Configure a Third Pane Layout

Once the Third Pane Layout is created, you can define what users see when the pane opens.

Third Pane Layout Builder Overview

The builder consists of:

• Overview Tab

• Properties Tab

• Tasks Tab

• Activity Tab

• Collaboration Tab

• Custom Tab

Overview Tab

The Overview tab is the default landing tab when a record is opened. It provides a quick snapshot of the record for fast reference. It displays:

• The Record Card widget

• Shows essential details such as:

  • Record name

  • Record owner

  • Last modified date

  • Other high-level information

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Properties Tab

The Properties tab displays all fields defined for the entity.

• Lists every field available for the record’s entity (e.g., Lead, Prospect, etc.)

• Allows you to hide fields and make fields read only.

• Supports multiple field types, including:

  • Text

  • Currency

  • Date

  • Date & Time

  • Name fields

  

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• Allows users to make all fields read-only and hide fields. Click on the Edit icon to hide fields or make all fields read-only as shown in the following image.

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• Allows users to mark fields as Favourite using the icon as shown in the following image.

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  On the Consumption side, when any field is marked as Favourite, it will automatically appear in the Overview tab as shown in the following image.

  

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Collaboration Tab

The Collaboration tab enables internal users to collaborate on a specific record. It enables:

• Multiple teams (e.g., Sales, Finance) collaborate on the same record

• Maintain contextual discussions tied directly to a record

• Personal note-taking for a record

• Enable voting

• Using the Collaboration tab, you can

  • Tag internal users

  • Add comments or notes related to the record

  • Upload and download files

  • Reply to conversations

  • Search within messages

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Tasks Tab

The Task tab allows users to create and manage tasks associated with a specific record. It allows you to:

• Create tasks linked to the record

• Assign tasks to:

  • Yourself

  • Other users

• Track follow-ups and action items

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Activity Tab

The Activity tab provides a complete audit trail of everything that has happened on the record. It logs:

• Record creation

• Field value updates

• Rule-based changes

• Guided workflow actions

• Manual user edits

• Toggle On or Off the following actions

  • Refresh

  • Sort

  • Export

• Shows who made changes and when

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Custom Tab

The Custom tab allows users to embed supported widgets within a tab in the Third Pane.

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Supported Widgets

The following widgets are supported:

• Record Card List Widget

• Entity Record Manager Widget

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Record Card List Widget

• Displays a list of records from a selected entity

• Configurable directly within the tab

• Uses the same configuration options as Record Page widgets

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Entity Record Manager Widget

• Displays a record manager view for a selected entity

• Allows users to view and manage related records within the Third Pane

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Step 5. JSON Tab

For advanced users, all settings can be customized using the JSON editor.

Step 6. Save and Activate the Layout

Once the layout is configured:

• Click Save after configuration

• Click Activate to make the Third Pane Layout available to users. The layout will not be visible to end users unless it is activated.

User Experience

Once activated:

• The Third Pane Layout opens on the *right side* when triggered

• Users can:

  • View record overview

  • Navigate between tabs

  • Close the pane without leaving the page

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This enables quick, contextual insights without interrupting workflows.

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