As you might have seen so far, when you added custom objects, you could make the platform automatically create pages for data entry/editing. If you have only few fields, it is not a problem. But when you add number of fields, you certainly want to move things around, organize how those fields are grouped together, set which fields are visible/read only or required and so on. There comes handy the Page Layout Editor.
Force.com platform provides the tool Page Layout Editor using which one can easily organize the page just by simple point and click and drag things around. Let us see how to access this tool and what all it has to offer.
Go to the object definition detail page via App Setup -> Create -> Objects and then clicking on the link for your object label and scroll down a little to see Page Layouts section. You can click on 'New' to create a new Page Layout or click on Edit for an existing one. Go ahead and click on Edit. The page displayed is the Page Layout Editor.
Page Layout Editor displays your current page layout along with a toolbar and a palette at the top with different user interface elements that you can use. As you can see each and every control and section in the page layout is clickable. Then you can move it around by simply dragging and dropping it to the required location. You can set the properties by clicking on the wrench icon. You can also delete it altogether by clicking on the delete icon.
The palette provides 3 different categories - Fields, Buttons, Related Lists. Fields category provides you 'Section' and 'Blank Space' user interface element along with all the fields. You can simply drag and drop it on the page layout wherever you want. Buttons category provides you the list of buttons you could have. Related lists allows you to manage the detail records lists.
The toolbar provides buttons for saving and previewing. Check out the preview, you can preview using different roles. This is important because though you have organized all the fields and sections to your satisfaction, users in all different roles may not see it the same due to some fields being not visible to them etc.
Also, as you can see when you scroll down the page layout both the toolbar and the palette moves with it and hence always visible, making it so easy to work with the editor.
That is such a simple and easy to use tool. At the same time quite powerful as to what you can do!
Happy cloud computing using Salesforce!
Force.com platform provides the tool Page Layout Editor using which one can easily organize the page just by simple point and click and drag things around. Let us see how to access this tool and what all it has to offer.
Go to the object definition detail page via App Setup -> Create -> Objects and then clicking on the link for your object label and scroll down a little to see Page Layouts section. You can click on 'New' to create a new Page Layout or click on Edit for an existing one. Go ahead and click on Edit. The page displayed is the Page Layout Editor.
Page Layout Editor displays your current page layout along with a toolbar and a palette at the top with different user interface elements that you can use. As you can see each and every control and section in the page layout is clickable. Then you can move it around by simply dragging and dropping it to the required location. You can set the properties by clicking on the wrench icon. You can also delete it altogether by clicking on the delete icon.
The palette provides 3 different categories - Fields, Buttons, Related Lists. Fields category provides you 'Section' and 'Blank Space' user interface element along with all the fields. You can simply drag and drop it on the page layout wherever you want. Buttons category provides you the list of buttons you could have. Related lists allows you to manage the detail records lists.
The toolbar provides buttons for saving and previewing. Check out the preview, you can preview using different roles. This is important because though you have organized all the fields and sections to your satisfaction, users in all different roles may not see it the same due to some fields being not visible to them etc.
Also, as you can see when you scroll down the page layout both the toolbar and the palette moves with it and hence always visible, making it so easy to work with the editor.
That is such a simple and easy to use tool. At the same time quite powerful as to what you can do!
Happy cloud computing using Salesforce!
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