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User-controlled layout vs Custom dashboard vs Dashboard layout vs Saved view vs Window splitter

Use user-controlled layout when users adjust the arrangement, visibility, or relative placement of panes inside an active workspace; custom dashboard when users compose persisted widget dashboards; dashboard layout when the product defines a monitoring page; saved view when one data surface's presentation is stored; and window splitter when the control is specifically an accessible pane-resizing separator.

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Match the interaction to the person's task

Use user-controlled layout when users adjust the arrangement, visibility, or relative placement of panes inside an active workspace; custom dashboard when users compose persisted widget dashboards; dashboard layout when the product defines a monitoring page; saved view when one data surface's presentation is stored; and window splitter when the control is specifically an accessible pane-resizing separator.

User-controlled layout

Use it when: Users work with multiple panes or regions around one active task and need different arrangements for comparison, editing, reading, or focus.

Make this state clear: Default layout state with current layout name, scope, affected regions, and reset availability.

Observe the result: A support agent opens a case in Split layout, switches to Focus to write a long response, returns to Split, and the same case, filters, scroll position, and draft reply remain intact.

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Custom dashboard

Use it when: Users have different monitoring priorities and need a persistent personal or role-based dashboard arrangement.

Make this state clear: Read-only dashboard state with current layout name, owner or scope, active widgets, freshness, and customize entry point.

Observe the result: A manager adds the Escalations widget, moves it above the revenue chart, previews mobile order, saves as My support dashboard, and can reset to the team default later.

Study the full pattern →

Dashboard layout

Use it when: Users need to monitor several related metrics, exceptions, and analyses together.

Make this state clear: Default dashboard with name, purpose, global scope, active filters, freshness, KPI tier, sections, and widget grid.

Observe the result: A manager changes Region to West, sees every tile show the same filtered scope and updated timestamp, then opens the exception table from the SLA breach card.

Study the full pattern →

Saved view

Use it when: Users repeatedly return to a specific presentation of a changing data set.

Make this state clear: Saved view list with active, private, team, shared, pinned, default, owner, last-updated, and result-count states.

Observe the result: A manager opens SLA breach risk, sees the board layout, grouped Status lanes, five saved columns, and current result count, then changes density and saves a private copy instead of overwriting the team view.

Study the full pattern →

Window splitter

Use it when: Users need to compare, edit, inspect, or preview adjacent panes in one durable workspace.

Make this state clear: Default split state with two labelled panes and a visible splitter position.

Observe the result: A keyboard user focuses the separator, presses Right Arrow to widen the preview by 5 percent, presses Home to return to the minimum source pane, and focus remains on the splitter.

Study the full pattern →

Practice the judgment: Imagine this situation: A layout toggle switches from split to focus mode and discards the open draft in the hidden detail pane. Write the person's goal, choose one of these patterns, and show the state that helps the person continue. Use the decision rules and source trail below to explain your choice.

Review the underlying principle →

Decision dimensions

Dimension User-controlled layoutCustom dashboardDashboard layoutSaved viewWindow splitter
UI or UX UI + UX - User-selectable arrangement of panes, regions, or workspace modes around one active taskUI + UX - User-configurable dashboard canvas with persisted widget compositionUI + UX - Page-level arrangement of coordinated status, metric, and analysis widgetsUI + UX - Persisted named presentation state for a data workspaceUI + UX - Moveable separator for resizing adjacent panes
UI guidance Render layout control as an in-context segmented control, menu, or layout picker with named arrangements such as Split, Focus, Stacked, Inspector, or Reading, plus scope, preview, save, and reset indicators.Expose a customization mode that separates normal dashboard reading from editing, with visible controls for adding widgets, removing widgets, moving widgets, resizing tiles, previewing responsive order, saving changes, canceling edits, and resetting to a default layout.Arrange dashboard widgets into a purposeful page hierarchy with a named dashboard, scope, freshness, global filters, primary KPIs, secondary analysis, exceptions, and supporting tables or links placed according to monitoring priority.Render saved views as named, selectable workspace presentations with visible owner or visibility, active state, saved layout mode, columns or fields, grouping, sort, filters, and last-updated metadata.Render a window splitter as a visible, focusable moveable separator between adjacent panes with a clear resize affordance, accessible name, orientation, current value, minimum and maximum pane limits, and preserved pane headings.
UX guidance Use user-controlled layout when the same task can be done more effectively with different pane arrangements, such as comparing list and detail, focusing on one record, placing an inspector beside content, or stacking regions on narrow screens.Use custom dashboard when users need to compose a personal or role-specific dashboard from multiple widgets, data sources, saved views, filters, or shortcuts, then return to that arrangement across sessions.Use dashboard layout when users need one page to monitor several related signals, compare current state against targets, spot exceptions, and decide which detailed view or workflow to open next.Use saved view when users need to return to a complete operational presentation of a changing dataset rather than rebuilding columns, layout, grouping, filters, and sort every session.Help the person reach a clear task outcome.
Good UI A review workspace lets users switch between Split, Focus, and Stacked layouts, labels the current scope as This workspace, and keeps the selected case and draft visible after each switch.A team lead opens Customize, sees selected widgets, available widgets, size controls, keyboard move buttons, unsaved changes, and a preview of how the dashboard will stack on mobile.An operations dashboard opens with date range, region filter, last updated time, four KPI cards, an exception panel, a trend chart, and a priority table in a stable grid.A support queue has saved views named My urgent tickets, Team backlog, and SLA breach risk, each showing columns, sort, filters, owner, and private or team visibility before users apply it.A mail workspace has a message list and reading pane separated by a labelled vertical splitter showing 42 percent list width, with arrow-key resizing and restore from collapse.
Bad UI A focus layout removes the activity pane from the DOM and loses the user's unsaved comment draft.A dashboard claims to be custom but only lets users filter fixed widgets.A responsive dashboard collapses filters and alerts below the fold while leaving decorative charts above the operational exceptions.A saved view list mixes saved filters, saved searches, static exports, bookmarks, and recent pages under one generic Saved label.Panes resize below readable width or height and hide critical controls.
Good UX A support agent opens a case in Split layout, switches to Focus to write a long response, returns to Split, and the same case, filters, scroll position, and draft reply remain intact.A manager adds the Escalations widget, moves it above the revenue chart, previews mobile order, saves as My support dashboard, and can reset to the team default later.A manager changes Region to West, sees every tile show the same filtered scope and updated timestamp, then opens the exception table from the SLA breach card.A manager opens SLA breach risk, sees the board layout, grouped Status lanes, five saved columns, and current result count, then changes density and saves a private copy instead of overwriting the team view.A keyboard user focuses the separator, presses Right Arrow to widen the preview by 5 percent, presses Home to return to the minimum source pane, and focus remains on the splitter.
Bad UX A user saves a personal inspector layout and later discovers it changed the team's default workspace arrangement.A user rearranges a shared operations dashboard and accidentally overwrites the layout for the whole team.A dashboard hides stale or partially refreshed widgets and users compare incompatible numbers.A user changes one column while reviewing a team queue and accidentally updates the shared default for everyone.A user drags the divider and the selected record disappears because the source pane collapses below its minimum usable width.
Best fit Users work with multiple panes or regions around one active task and need different arrangements for comparison, editing, reading, or focus.Users have different monitoring priorities and need a persistent personal or role-based dashboard arrangement.Users need to monitor several related metrics, exceptions, and analyses together.Users repeatedly return to a specific presentation of a changing data set.Users need to compare, edit, inspect, or preview adjacent panes in one durable workspace.
Avoid when The only need is changing row spacing, text size, theme, or zoom.The dashboard must remain identical for everyone because it encodes a regulated process, operational standard, or safety-critical alert order.Only one chart, table, status message, or record list is needed.Only one current-session filter or sort choice needs to be changed.The divider is only decorative or structural.
Required state Default layout state with current layout name, scope, affected regions, and reset availability.Read-only dashboard state with current layout name, owner or scope, active widgets, freshness, and customize entry point.Default dashboard with name, purpose, global scope, active filters, freshness, KPI tier, sections, and widget grid.Saved view list with active, private, team, shared, pinned, default, owner, last-updated, and result-count states.Default split state with two labelled panes and a visible splitter position.
Accessibility burden Expose layout name, scope, affected regions, hidden panes, reset availability, and managed state in text.Expose customization mode, unsaved changes, dashboard scope, widget title, widget position, widget size, and permission state in text.Give the dashboard a heading, purpose, filter summary, refresh status, and section headings that screen-reader users can navigate.Use labelled controls for view name, visibility, layout, columns, grouping, filters, sort, density, and sharing settings.Use role separator for a focusable moveable splitter and give it an accessible name that identifies the panes it separates.
Common misuse Treating layout as a cosmetic preference while losing task state when panes hide or move.Losing widget order on mobile or making keyboard order differ from the visible arrangement.Filling a page with charts before defining dashboard purpose, audience, hierarchy, and decisions.Saving current rows instead of presentation settings and dynamic criteria.Using a static separator line and calling it a splitter.

User-controlled layout

UI or UX
UI + UX - User-selectable arrangement of panes, regions, or workspace modes around one active task
UI guidance
Render layout control as an in-context segmented control, menu, or layout picker with named arrangements such as Split, Focus, Stacked, Inspector, or Reading, plus scope, preview, save, and reset indicators.
UX guidance
Use user-controlled layout when the same task can be done more effectively with different pane arrangements, such as comparing list and detail, focusing on one record, placing an inspector beside content, or stacking regions on narrow screens.
Good UI
A review workspace lets users switch between Split, Focus, and Stacked layouts, labels the current scope as This workspace, and keeps the selected case and draft visible after each switch.
Bad UI
A focus layout removes the activity pane from the DOM and loses the user's unsaved comment draft.
Good UX
A support agent opens a case in Split layout, switches to Focus to write a long response, returns to Split, and the same case, filters, scroll position, and draft reply remain intact.
Bad UX
A user saves a personal inspector layout and later discovers it changed the team's default workspace arrangement.
Best fit
Users work with multiple panes or regions around one active task and need different arrangements for comparison, editing, reading, or focus.
Avoid when
The only need is changing row spacing, text size, theme, or zoom.
Required state
Default layout state with current layout name, scope, affected regions, and reset availability.
Accessibility burden
Expose layout name, scope, affected regions, hidden panes, reset availability, and managed state in text.
Common misuse
Treating layout as a cosmetic preference while losing task state when panes hide or move.

Custom dashboard

UI or UX
UI + UX - User-configurable dashboard canvas with persisted widget composition
UI guidance
Expose a customization mode that separates normal dashboard reading from editing, with visible controls for adding widgets, removing widgets, moving widgets, resizing tiles, previewing responsive order, saving changes, canceling edits, and resetting to a default layout.
UX guidance
Use custom dashboard when users need to compose a personal or role-specific dashboard from multiple widgets, data sources, saved views, filters, or shortcuts, then return to that arrangement across sessions.
Good UI
A team lead opens Customize, sees selected widgets, available widgets, size controls, keyboard move buttons, unsaved changes, and a preview of how the dashboard will stack on mobile.
Bad UI
A dashboard claims to be custom but only lets users filter fixed widgets.
Good UX
A manager adds the Escalations widget, moves it above the revenue chart, previews mobile order, saves as My support dashboard, and can reset to the team default later.
Bad UX
A user rearranges a shared operations dashboard and accidentally overwrites the layout for the whole team.
Best fit
Users have different monitoring priorities and need a persistent personal or role-based dashboard arrangement.
Avoid when
The dashboard must remain identical for everyone because it encodes a regulated process, operational standard, or safety-critical alert order.
Required state
Read-only dashboard state with current layout name, owner or scope, active widgets, freshness, and customize entry point.
Accessibility burden
Expose customization mode, unsaved changes, dashboard scope, widget title, widget position, widget size, and permission state in text.
Common misuse
Losing widget order on mobile or making keyboard order differ from the visible arrangement.

Dashboard layout

UI or UX
UI + UX - Page-level arrangement of coordinated status, metric, and analysis widgets
UI guidance
Arrange dashboard widgets into a purposeful page hierarchy with a named dashboard, scope, freshness, global filters, primary KPIs, secondary analysis, exceptions, and supporting tables or links placed according to monitoring priority.
UX guidance
Use dashboard layout when users need one page to monitor several related signals, compare current state against targets, spot exceptions, and decide which detailed view or workflow to open next.
Good UI
An operations dashboard opens with date range, region filter, last updated time, four KPI cards, an exception panel, a trend chart, and a priority table in a stable grid.
Bad UI
A responsive dashboard collapses filters and alerts below the fold while leaving decorative charts above the operational exceptions.
Good UX
A manager changes Region to West, sees every tile show the same filtered scope and updated timestamp, then opens the exception table from the SLA breach card.
Bad UX
A dashboard hides stale or partially refreshed widgets and users compare incompatible numbers.
Best fit
Users need to monitor several related metrics, exceptions, and analyses together.
Avoid when
Only one chart, table, status message, or record list is needed.
Required state
Default dashboard with name, purpose, global scope, active filters, freshness, KPI tier, sections, and widget grid.
Accessibility burden
Give the dashboard a heading, purpose, filter summary, refresh status, and section headings that screen-reader users can navigate.
Common misuse
Filling a page with charts before defining dashboard purpose, audience, hierarchy, and decisions.

Saved view

UI or UX
UI + UX - Persisted named presentation state for a data workspace
UI guidance
Render saved views as named, selectable workspace presentations with visible owner or visibility, active state, saved layout mode, columns or fields, grouping, sort, filters, and last-updated metadata.
UX guidance
Use saved view when users need to return to a complete operational presentation of a changing dataset rather than rebuilding columns, layout, grouping, filters, and sort every session.
Good UI
A support queue has saved views named My urgent tickets, Team backlog, and SLA breach risk, each showing columns, sort, filters, owner, and private or team visibility before users apply it.
Bad UI
A saved view list mixes saved filters, saved searches, static exports, bookmarks, and recent pages under one generic Saved label.
Good UX
A manager opens SLA breach risk, sees the board layout, grouped Status lanes, five saved columns, and current result count, then changes density and saves a private copy instead of overwriting the team view.
Bad UX
A user changes one column while reviewing a team queue and accidentally updates the shared default for everyone.
Best fit
Users repeatedly return to a specific presentation of a changing data set.
Avoid when
Only one current-session filter or sort choice needs to be changed.
Required state
Saved view list with active, private, team, shared, pinned, default, owner, last-updated, and result-count states.
Accessibility burden
Use labelled controls for view name, visibility, layout, columns, grouping, filters, sort, density, and sharing settings.
Common misuse
Saving current rows instead of presentation settings and dynamic criteria.

Window splitter

UI or UX
UI + UX - Moveable separator for resizing adjacent panes
UI guidance
Render a window splitter as a visible, focusable moveable separator between adjacent panes with a clear resize affordance, accessible name, orientation, current value, minimum and maximum pane limits, and preserved pane headings.
UX guidance
Help the person reach a clear task outcome.
Good UI
A mail workspace has a message list and reading pane separated by a labelled vertical splitter showing 42 percent list width, with arrow-key resizing and restore from collapse.
Bad UI
Panes resize below readable width or height and hide critical controls.
Good UX
A keyboard user focuses the separator, presses Right Arrow to widen the preview by 5 percent, presses Home to return to the minimum source pane, and focus remains on the splitter.
Bad UX
A user drags the divider and the selected record disappears because the source pane collapses below its minimum usable width.
Best fit
Users need to compare, edit, inspect, or preview adjacent panes in one durable workspace.
Avoid when
The divider is only decorative or structural.
Required state
Default split state with two labelled panes and a visible splitter position.
Accessibility burden
Use role separator for a focusable moveable splitter and give it an accessible name that identifies the panes it separates.
Common misuse
Using a static separator line and calling it a splitter.
Decision rules
  • Choose user-controlled layout when users need to switch between single-pane, side-by-side, stacked, inspector, focus, or compact workspace arrangements while keeping the same task objects, selection, filters, draft, scroll position, and keyboard focus.
  • Choose custom dashboard when the user selects dashboard widgets, changes widget order or size, and saves a personal or shared dashboard composition across sessions.
  • Choose dashboard layout when the product team defines a coherent monitoring page with KPI hierarchy, filters, freshness, drill paths, and responsive priority rather than letting each user rearrange the work surface.
  • Choose saved view when the persistent object is one table, list, board, or record surface with columns, filters, sort, grouping, density, or display mode rather than the arrangement of surrounding panes.
  • Choose window splitter when the primary interaction is moving a separator between adjacent panes with min, max, collapse, restore, orientation, and aria value behavior.
  • A user-controlled layout must expose layout name, affected regions, scope, preview, save, reset, and responsive fallback so users know whether the change is temporary, personal, device-scoped, workspace-scoped, or policy-managed.
  • Keep layout state separate from density, theme, zoom, text size, dashboard composition, data filters, saved views, and split-pane pixel sizes unless the user explicitly saves a combined workspace preset.
  • When a layout change hides a pane or changes order, preserve the hidden pane's draft, selected item, validation state, scroll anchor, and return path instead of destroying the pane's working state.
  • On small screens, use a named stacked or focus layout with clear navigation between regions rather than copying a desktop side-by-side layout that creates off-screen panes or horizontal scrolling.
  • Do not call a layout user-controlled if users can only collapse one sidebar, resize a splitter, or choose dashboard widgets without controlling the broader work-surface arrangement.
Inspect live examples
Failure modes
  • A layout toggle switches from split to focus mode and discards the open draft in the hidden detail pane.
  • A saved view stores layout arrangement, filters, columns, and density as one opaque preset, so users cannot reset only the layout.
  • A desktop side-by-side workspace is reused on mobile and leaves the inspector as a sliver off screen.
  • A personal layout save silently changes the shared workspace default for every teammate.
  • A splitter-only resize is described as user-controlled layout even though users cannot choose region order, visibility, or focus mode.
  • A custom dashboard widget editor is used when the task is simply arranging panes around one active record or queue.

Saved items