A page layout for an object can have other information added to it from objects that are related to it. This includes an audit trail of user activity with the object, and information from objects that are related by Master-Detail or Lookup Relationships.
Permissions are required to work with custom objects.
You can add a Related Object or Audit tab to a page layout. You can add more than one tab to a page layout.
Related Objects: You can see fields from related Detail objects from Master-Detail and Lookup Relationships. For example, for a Customer, you could add the Related Tab for Invoices, so as to see all of the invoices for a customer on the same page.
Audit: This allows you to see who worked with and made changes to the object, such as adding it, leaving notes, editing it, etc.
Notes: This allows users to create notes as part of the object. That way sales people can add information about calls to a customer, notes on a task as it gets completed, and so on. You have to start from the Notes object and select which object is to have a Notes tab, however. See: Notes
The information that is displayed in the related tab depends on what views have been created for the related object. For example, if you add an Invoice related tab to the Contact object, when you click the Invoice tab the invoice information will use the views that have been already created for the invoice object, and you can select which view to use.
In order to add a tab for a related object, there must be a relationship created with that object using either a Lookup or Master-Detail field. See Custom Field Types for details on those types of fields. The exception is the Audit object, which can be added directly without creating a relationship.
When a tab for an object is added to a page layout, it will show up as a tab on the object when the user is viewing that page layout. The Audit tab displays changes to the object record, and adding a related object allows you to see details about that object from the record.
Click on the Add Related tab.
Select the object that you want to add (Audit, or a Related Object).
If you want the information to appear in the Summary view, click the tab and select the Show in Summary Page check box. You can add up to two related objects to the Summary View.
Click on Save to save your changes. Cancel takes you back to the Page Layout list view without saving any changes.
Depending on the purpose of the Related Tab, there may be one of three desired outcomes after adding or editing and saving a record. When clicking Save, it may be most convenient to either Stay on the created or edited record, return to the list of records in the Related Tab, or to Navigate back to the parent record's Page Layout. The option chosen may be different for each Related Tab on added to a layout.
For example, starting from an account, the user clicks on the contacts related tab to see the contacts in that account, then clicks on a single contact and changes their information and saves it. The user could then stay on the edited contact, go back to the list of contacts (the related tab), or back to the account.
To remove a tab click on the [X] in the top right corner of the tab name.
Create a Page Layout
Custom Field Types
Notes
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