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 for the Ticket Object
As a system admin, you can configure the FX Header section of a ticket to show key information about the ticket. Typically this could include the ticket number, job status, customer details, and other high-level information. The FX Header is an overview providing a snapshot of essential job information. Using the FX Header can make it easier for users to reference and navigate the ticket’s main details. It can be static, remaining visible as users scroll through the ticket.
-
In the Back Office setup for your org, type
objectin the Quick Find search bar. -
Select Object Manager.
-
Find the Ticket object and open it.
-
Select Page Layouts.
-
Select the name of the page layout.
-
In the top portion, select the Fields category.
Fields that are grayed out can’t be added to the FX Header section. Solid fields can be added.
-
Click and hold on the desired field and drag it down to the FX Header section.
As you drag it down, the section area turns green and a thick line appears above or below the existing fields, indicating where you can add the field.
-
Release the mouse when the field is at the desired location.
-
When finished adding fields to the FX Header section, click Save.
The mobile user will need to log out and back into the FieldFX Mobile App then open a ticket. The changes made appear in the Ticket layout.
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.
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.
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.