Layouts

Page Layouts

Page layouts control the following for pages/tabs in FX Mobile:

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

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

  • Required fields

Each object has a default page layout.

You can also add or edit the FX Header section that can appear on the Ticket Item Grid or the Quote Item Grid.

Page Layout Assignments

Page layout assignments control the page layouts that display for each user profile. They also give you the ability to display a different page layout for each record type.

Configure FX Header

Mini Page Layouts

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

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 Edit page List View page Detail page

Displays when you first open a tab

Displays when you select a View and click Go on the Home page

Displays when you select to view a record

Displays when you select to edit a record