Layouts
Compact Layouts
| The new FieldFX Mobile App uses compact layouts for Ticket Items and eForm child items. |
Compact layouts control the fields that display in a record detail page right beneath the record name and on tiles.
Each object has a default compact layout that features a single field.
They appear at the top of the Detail Page, on FieldFX Mobile App / FX Mobile pages, and in search results and lookup dialogs when referencing a record.
To take advantage of available functionality, add custom compact layouts for each object.
The differences between Compact Layouts and Mini Page Layouts are:
| Feature | Compact Layouts | Mini Page Layouts |
|---|---|---|
Purpose |
Highlights key fields on detail page headers and mobile apps. |
Quick summary pop-ups from related lists and lookups. |
Field Limit |
10 fields max. |
3-6 fields |
Location |
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In a Job Record, a compact layout might include: These fields would appear at the top of each job record. |
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Best Practices
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Select fields truly representing the record’s essence
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Don’t include fields with frequent changes or less relevant
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Keep in mind readability for mobile or field users
Compact Layout Assignments
You can use the same compact layout for all record types or specify different layouts for each record type.
To assign compact layouts to record types,
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Open an object in Object Manager.
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Select Compact Layouts.
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Under the Primary Compact Layout section, select the compact layout you created.
Make sure you have created a compact layout first. -
Under the Record Type Overrides section, select the compact layout you created.
This table shows the compact layout assignments for different record types. Use SHIFT + click or click and drag to select a range of adjacent cells. Use CTRL + click to select multiple cells that are not adjacent. Then choose a new compact layout from the dropdown.
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Click Save.
Search Results Layouts
Search results layouts control what a user sees when they search, use list views, or view lookups. Their purpose is to display essential information making searches quicker and more user-friendly. The user experience is streamlined so only the most relevant fields are shown.
the fields that display for search results in global searches, lookups, recently viewed files, or object-specific tabs..
Each object has a search results layout that features standard fields.
There is only one search results layout per object. They can appear in:
Search Results |
Searching globally or using the search bar within a specific object. |
Lookup Dialogs |
Selecting related record via lookup fields. |
Tab Lists |
Viewing lists within object-specific tabs. |
A search layout for the Job object would be effective including these fields: User can quickly pinpoint the correct record during a search. |
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Lookup Dialogs Layouts
You can use Lookup dialogs layouts to configure and control the lookup fields displayed in recent records in lookups. Lookups can be used to filter and select the appropriate record.
These layouts are structured both in Back Office and in FieldFX Mobile by:
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Lookup Picker Filters: A lookup object’s fields determine the available filters that can be used
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Lookup Picker Columns: A search layout for the lookup object define the Columns displayed in a lookup dialog. Each object has one search layout determining the fields shown.
Lookup Layouts are defined using the Sync Profile Editor.
| FieldFX Back Office | FieldFX Mobile |
|---|---|
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Tab Layouts
Tab layouts are UI elements in FieldFX that divides a record’s detail page into sections or tabs. Using tabs, helps for better organization and easier navigation.
Data is grouped into tabs like: |
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Tabs can display: |
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There is only one tab layout per object.
Tab Layouts are used in custom objects such as FX5__Ticket__c or FX5__Job__c and custom record pages involving multiple child records or complex data structures. They can be used for organizing complex records like Tickets or Jobs, streamline the Back Office user’s experience, structure eForms or Job Logs into logical sections.
Even though FieldFX Mobile and Lightning uses different mechanisms, the tab layout metadata still informs layout decisions and user interface logic.
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.