SFDC: Modify a Page Layout
In my last post SFDC: Create customized views of data, we learned how
to create a customized view for lists of data. However, you can also customize what's
on the detail page for a particular record, or the page layout. Click an
invoice and take a look at the default page layout for all invoices
Open the Page Layout Editor
Use one of the following ways to
open the page layout editor.
While on the record page that you want to
Click the Quick
Access menu on the right, and choose Edit
From Setup, click Create > Objects, click the object you want to change the layout
of, scroll down to the Page Layouts
section, and then click Edit next to
the layout you want edit.
Understand a Page Layout
Notice that the editor itself has
upper and lower sections. The upper section is a retractable toolbox called the
palette, and the lower section is
the preview pane. When you scroll
down the page, notice that the palette moves with you, which makes it easy for
you to edit longer pages.
Panel is useful for displaying key information at the top of the page.
The Actions in the Publisher section is useful
for customizing the actions that appear in the publisher.
At the top of the Invoice Detail, notice the
area for standard buttons (Edit,
Delete, etc.) and custom buttons
Next comes the Invoice Detail, which has three
typically contains fields that users can manipulate at some point during the
lifecycle of a record (creation and updates). By default, this section has two
columns for fields.
Information typically contains fields that the platform automatically
maintains—fields that users cannot edit. This section is also a two-column
Links typically contains custom navigation links.
Below Invoice Detail is a section for Mobile
Cards. By default, this section is empty, but it’s important to know that
mobile cards only appear in Salesforce1.
Last on the page is a related list for related Line Items.
You can make many changes to the
1. Hover over a section title.
The mouse pointer changes, indicating that you can drag the section to a new
location relative to other sections.
2. Hover over the upper-right
corner of any section. Two buttons appear: one for removing the section (don't
click it!) and another for editing its properties. Go ahead and click . You can now edit the name of the
section (only for non-default sections), when to display the section header,
the section layout (one or two columns), and the tab-key order among section
fields. Click Cancel.
Rearrange Fields on a Page Layout
In this step, make some simple
changes to the Invoice Detail area of the page layout.
1. Click for the Information section (see
above if you forgot how to find this) and change the section layout to one
column. Click OK.
the Owner field above the Status field. When you’re done, the modified Invoice
Detail area should look like this.
Add Fields to the Related List
As it is now, the related list of
Line Items is not very informative—it only has the line item numbers. In this
step, improve the related list by adding some new fields.
1. Click Related List Properties
(the wrench icon above the Line Items section), add Merchandise and Quantity to
Selected Fields list, then click
OK. When you return to the page layout editor, the related list preview should
now appear similar to this:
it—you're done modifying the page layout. At the top of the page, in the toolbox,
Try Out the App
Check out the results of your
1. Click the Invoices tab to
return to your app, and then click an invoice that has at least one line item.
2. Notice the rearranged fields
in the Invoice Detail area, as well as the new fields in the Line Items related
Edit a Mini Page Layout
When you are in the Warehouse
app, notice the Recent Items sidebar. Specifically, move over a recent invoice
and notice that you get a mini page popup that previews the invoice information.
It's easy to change this default
mini page layout as well.
to the page layout editor for Invoice.
Mini Page Layout at the top of the palette.
Invoice Number, Owner, and Status to the list of selected fields, and then
click Save. The improved popup should look more like:
**This document is referred from salesforce help tutorials