Add Page Layouts for the Portal

These steps show how to add and edit Salesforce page layouts so portal-specific buttons and fields (ex. Enable Customer User) are visible.

Example 1. Not updating layouts

If the layouts aren’t updated, your team won’t see the option to create portal users.

You can add a Page Layout to a Job or a Ticket Object.

  1. From Setup, enter object in the Quick Find box, then select Object Manager.

  2. For a job, click Job or for a ticket, click Ticket.

    The following steps are the same for either object.

  3. Under Page Layouts, click New.

  4. In Existing Page Layout, select a page layout for FieldFX Back Office.

  5. In Page Layout Name, enter "Portal Layout".

  6. Click Save.

  7. Remove buttons, fields, and related lists you don’t want portal users to view.

  8. Click Save on the toolbar.

  9. Under Page Layouts, click Page Layout Assignment.

  10. Click Edit Assignment.

  11. Select the record types next to the user profile for portal users.

  12. In Page Layout To Use, select "Portal Layout".

  13. Repeat the above two steps until you assign the layout to every applicable record type.

  14. Click Save.

  15. Continue with Add the Portal.

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