A page layout lets you choose what information to show, where on the
page it appears, and who gets to see it. You can
have more than one page layout for an object.
Permissions
are required to work with custom objects.
A Page Layout allows you to determine how you will show the information
about an object; it controls what the user will see. Each
object can have more than one page layout, and each layout can show your
choice of information in the way that you want to show it. A
page layout can be assigned to different user profiles, so you can choose
exactly what you want to show to the users. You
can create a summary view of the layout by choosing what fields will be
part of the summary view. PerfectMind automatically
creates a default page layout which you can edit and use.
Click the New
button.
Give the layout a descriptive name.
In the Section Properties, give the first section a
Name, and select the number of columns and rows.
If you want the section to be open and displayed when
the user sees the page, check the Selection
Expandable box. Otherwise the user will
see the section on the page and be able to expand it themselves.
Click on a field from the list and drag it and drop
it into the place where you want it to appear. You
can clear a field by reversing this, just click on the field in the section
then drag it over to the list.
If you want to add a new section click on the New Section button.
When a field has been added to a section, click on the
field icon to set it's properties. These appear
at the top right. You can make a field Required
(must be filled in when creating a new entry), Read Only (can not be changed),
and Show in Summary (see it in the summary view).
You can click on Add Related Tab to add a user Audit
tab or a related object to the layout. Audit allows
you to see records of who had been working with the object and what changes
they have made. If a related object (an object
that has a relationship through master-detail or lookup fields) tab is
added, you can see the related records from that object. For
example, if the object is Contact, and the related object is Invoice,
when the user clicks the Invoice tab they see the invoices for the contact
that they are looking at.
Click Add Button
if you want to add buttons to the layout. See Custom Buttons
about creating buttons and what functions they can do.
If you want to add fields from a related object, select
the object from the drop down list above the Available Fields, and you
can select, drag, and drop fields from the related object into the layout.
If you want to add Reports or Dashboards to the layout,
select Report Charts from the drop down list above the Available Fields,
and you can select, drag, and drop those onto your layout. See
Reports or Dashboards
for details.
Click Preview
to see the basic layout displayed.
Click Preview Summary
to see the Summary view. You must have at least
one field with it's Show in Summary property checked to have a Summary
view.
Click Save
to finish.
You can change and update views that you have already created and saved.
This allows you to quickly create a new page layout by copying one that
already exists. You can then modify the cloned
(copied) layout.