Edit a Sync Profile Manager Layout

You can edit and customize a Sync Profile Layout for Transaction Object Layouts or Lookup Layouts.

Transaction Objects Layout Editor Layout / Details tab

Transaction Objects Tab Editor callouts

Callout Name Description

1

Layout Title
Base Object

The name of the layout plus the object that the layout is based on.

2

Editor section
Tabs

These are tabs within the edit screen.

Tab Description

Details
(Default)

The canvas where you can design the layout by dragging and dropping fields into position. This is how the layout appear in the FieldFX Mobile App when the tablet is in landscape orientation.

Tile

This is how the layout appear in the FieldFX Mobile App when the tablet is in portrait orientation. Up to 5 fields can be displayed.

Table

This is how the fields appear in a list view. The fields can vary based on the object chosen.

Hidden

3

Action Buttons

These buttons perform the following:

Button Description

Back

Returns to the list of layouts.

Import

You can import another record of the same type into the layout. The button is active when you have opened a layout.

Save

Saves any changes to the layout.

4

Field Properties

This area shows the specific of the highlighted field. The parameters are:

Field Name Description

Label

The field’s label that is defined on the object.

API Name

The object’s name. See Custom Objects for more information.

Type

The field’s type.

Behavior

Required, Editable, or Readonly Checkboxes for the field.

Reference To

Where the field refers to.

Added From

How the field was added and where it exists on the layout.

Use the Remove Field From Layout button to remove a selected field from the layout

6

Available Fields

The fields that can be dragged and dropped on the Details tab.

7

New Blank Space &
New Section
Buttons

Drag one or both of these onto the details pane to insert a blank space between fields or to group fields in a new section.

Editor Interface Layout

The interface when editing a Transaction Objects Layout has a drag-and-drop interface where you can build a layout by dragging fields over to a Details tab.

Edit Interface callouts
Callout Name Description

1

Layout name
Object based

The name of the layout and the object its based on.

2

Tabs

The edit interface has the following tabs:

Tab name Description

Details

This tab is the main canvas to build the layout.

Tile

This tab is where the tile is built that appears when the table is rotated to the portrait orientation.

Table

Hidden

3

Action Buttons

Use these action buttons:

Button Name Description

← Back

Click this button to return to the list of layouts.

Import

Click this button to import a sync profile.

Save

Click this button to save the changes to the layout.

4

Field Properties

You can see the details for the selected field or where else the fields used on the layout are used.

Depending on the field selected, the properties shown may be different.

5

Layout Canvas

This shows the order of the fields in the layout.

6

Available Fields

This is a list of the fields that can be used on the layout. Depending on the Object chosen, the list of fields can be different.

7

New Blank Space
New Section
Buttons

Use these buttons to add blank space between fields or add a new section to group fields.

Tile Tab

The layout of this tab, used when the layout is shown in a portrait orientation, is basically the same as the Details tab except for the:

  • No New Blank Space button

  • No New Section button

Only a total of five fields can be displayed.

Tile tab

Table Tab

The layout of this tab, used to show items in a list view, is shown in a landscape orientation. It is basically the same as the Details tab except for the:

  • No New Blank Space button

  • No New Section button

A maximum of 20 fields can be displayed.

Table tab

Hidden Tab

Hidden tab

Lookup Layouts Editor

Lookup Layouts Edit Callouts
Callout Name Description

1

Layout Title
Base Object

The name of the layout plus the object that the layout is based on.

2

Tabs

There are 2 tabs in the Edit screen:

Tab Description

Layout

This tab shows the fields up to a maximum of 10.

Hidden

This tab shows the fields

3

Action buttons

The Back button returns to the list of lookup layouts while the Save button saves any changes to the open layout.

4

Available Fields

The list of available fields that can be used on a lookup layout are more extensive than for a transaction object layout and can vary depending on the object chosen at layout creation.

5

Fields list

You can drag up to 10 fields maximum and arrange them in any order.

6

Field Properties
and
Selected Fields (Layout)

They can vary depending on the field.

Field Properties

Show properties of the field you highlighted. Select a field to see the properties.

Selected Fields (Layout)

Shows if the fields are available on a layout, table, or a tile. The field can appear on one or all of them.

Edit a Transaction Objects Layout

You can edit a Transaction Objects layout once its open.

These objects are used to store operational data that users interact with on a daily basis and users make use of them when they need to view, edit, or create that specific type of data on mobile.

  1. On the Transaction Objects Layout tab, open a layout to begin editing it.

  2. Drag new fields onto the Details tab.

  3. You can also drag and move fields on the Details canvas to a new location.

  4. If you want to add space between fields, drag the New Blank Space button onto the canvas and position it before or after the desired field.

  5. If you want to group fields in a new section,

    1. Drag it to a blank space on canvas.

    2. Enter the name of the section in the New Section modal under the Section Name.

    3. Click Confirm to save the section name.

    4. Click and drag the desired field block underneath the new section.

      You will see a green line indicating a valid location.

  6. Click Save button.

Edit a Lookup Layout

  1. On the Lookup Layouts tab, click on the layout you want to edit.

  2. Use the Move icon next to the field in the Available Fields over to the Layout canvas.

    You can add up to the 10 fields.

  3. Click on the field to see the field’s properties in the Field Properties tab.

  4. To remove the field from the layout,

    • Click the X next to the field or

    • In the Field Properties, click the red Remove Field From Layout.

  5. Click Save button.

Recommended Reading

For more information, see:

FieldFX Documentation Salesforce Documentation

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