Layouts

Basics

  • Layouts control the look and feel of FieldFX

  • There are nine types of layout used in FieldFX:

    • Page Layouts

    • Mini Page Layouts

    • Compact Layouts

    • Search Results Layouts

    • Lookup Dialogs Layouts

    • Tab Layouts

    • List View Layouts

    • Search Filter Fields Layouts

    • Lookup Filter Fields Layouts

Page Layouts

Basics

  • Page layouts control the following for pages/tabs:

    • Organization of fields, buttons, related lists, and links

    • Field visibility (hidden, read-only, or editable)

    • Required fields

  • Each object has a default page layout

Page Layout Assignments

  • Page layout assignments control the page layouts that display for each user profile

  • Page layout assignments also give you the ability to display a different page layout for each record type

Mini Page Layouts

Basics

  • Mini page layouts control the fields that display in record detail pop-ups

  • Record detail pop-ups display in FieldFX Back Office when you move the mouse over a record that has a master-detail or lookup relationship with the current object

  • Each page layout has a mini page layout that features standard fields

  • To edit a mini page layout, open a page layout and click Mini Page Layout on the toolbar

Page Layout Assignments

  • Mini page layouts inherit the page layout assignments from their associated page layout

Compact Layouts

Basics

  • Compact layouts control the fields that display in Detail sections and on tiles

  • Each object has a default compact layout that features a single field

  • To take advantage of available functionality, add custom compact layouts for each object

Compact Layout Assignments

  • Use the same compact layout for all record types or specify different layouts for each record type

  • To assign compact layouts to record types, open an object, move down to Compact Layouts, and click Compact Layout Assignment

Search Results Layouts

  • Search results layouts control the fields that display for search results in global searches and lookups

  • Each object has a search results layout that features standard fields

    • There is only one search results layout per object

Lookup Dialogs Layouts

  • Lookup dialogs layouts control the fields that display for recent records in lookups

  • Each object has a lookup dialogs layout that features standard fields

    • There is only one lookup dialogs layout per object

Tab Layouts

  • Tab layouts control the fields that display for recent records on Home pages

  • Each object has a tab layout that features standard fields

    • There is only one tab layout per object

List View Layouts

  • List view layouts control the buttons that display on List View pages

  • Each object has a list view layout that features standard buttons

    • There is only one list view layout per object

Search Filter Fields Layouts

  • Search filter fields layouts control the fields available as filters for global searches

  • Each object has a search filter fields layout that features standard fields

    • There is only one search filter fields layout per object

Lookup Filter Fields Layouts

  • Lookup filter fields layouts control the fields available as filters in lookups

  • Each custom object has a lookup filter fields layout that doesn’t include any fields

    • There is only one lookup filter fields layout per custom object

    • Standard objects don’t have a lookup filter fields layout

  • To take advantage of available functionality, add fields to the lookup filter fields layout for each object

Tips for Updating Layouts

FieldFX Back Office

  • There are four pages on each tab:

    • Home page – displays when you first open a tab

    • List View page – displays when you select a View and click Go on the Home page

    • Detail page – displays when you select to view a record

    • Edit page – displays when you select to edit a record