Layouts
Page Layouts
Page layouts control the following for pages/tabs:
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Organization of fields, buttons, related lists, and links
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Field visibility (hidden, read-only, or editable)
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Required fields
Each object has a default page layout.
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.
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
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Tab layouts control the fields that display for recent records on Home pages
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Each object has a tab layout that features standard fields
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There is only one tab layout per object
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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.