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Working with Page Layouts

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Summary
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The enhanced page layout editor is a feature-rich WYSIWYG (What You See Is What You Get) tool that allows you to customize your organization's page layouts for detail and edit pages in Apto and the Apto Customer Portal.

The enhanced page layout editor has two parts: a palette on the upper portion of the screen and the page layout on the lower portion of the screen. The palette contains the user interface elements, such as fields, actions, buttons, links, related lists, and any additional elements that are available for you to add to the page layout.

When working with the enhanced page layout editor, enter the Layout Editor for a specific page by:

  1. Accessing it from the record
    1. Locate a record of the object and record type you wish to edit.
    2. In the top right corner of the record screen click Edit Layout
  2. Accessing it from the object detail page
    1. Navigate to the appropriate object and open the Quick Access Toolbar
    2. Click View Object
    3. For Companies and Contacts locate Page Layouts on the left side of the screen
    4. For all other objects scroll down and locate the Page Layouts section
    5. Click Edit next to the page layout.
  • To add a user interface element to the page layout, select the category to which the element belongs on the left column of the palette, and drag the element from the palette to the page layout. You can drag up to 20 s-controls, 20 Visualforce pages, 20 expanded lookups, and 100 related lists onto a page layout. There are no limits on fields and custom links.
  • To remove a user interface element from the page layout, drag the element from the page layout to the right side of the palette, or click the icon next to the element.
  • Use the undo and redo buttons to step backwards and forwards, respectively.
  • Use these keyboard shortcuts.
  • Undo = CTRL+Z
  • Redo = CTRL+Y
  • Quick Save = CTRL+S
  • To select multiple elements individually, use CTRL+click. To select multiple elements as a group, use SHIFT+click.
  • To change the properties of any element on the page layout, double-click the element or click the wrench icon ( ) next to it. You cannot change the properties of elements in the palette.
  • To make a field read-only or required, double-click the field in the page layout and select the Read-Only or Required checkboxes.
  • To gain vertical space when working on moving items around within the page layout, click the arrow beneath the palette to collapse it.
  • To access the other layouts for an object when viewing or customizing an object with multiple page layouts, click the page layout name at the top of the page and select another layout to view.
  • To change the name of the page layout, add personal and public tags if available, and display standard object checkboxes on the page layout, click Layout Properties.
  • To review the page layout, click Preview As. From the preview select a profile to see how the pages will look for users with different profiles. Note that most related list's columns preview without data.
  • To quickly locate any item in the palette, use the Quick Find box. The Quick Find box is especially useful for page layouts that have large numbers of items available in the palette.
  • If you're working with a feed-based page layout, click Feed View to customize the tools and components that appear when users are working in the feed on a record.
  • To choose which related records display in the console's mini view, click Mini Console View.
  • To define the mini page layouts of the records that appear in the mini view of the console, click Mini Page Layout. The mini page layout also defines the layout of the hover details and event overlays.
  • To choose which fields will be displayed on the record detail page and the order in which they will appear, click Edit Multi-Line Layout.
  • To save your changes and continue editing the page layout, click Quick Save.
  • To save your changes when you are done customizing the page layout, click Save. If you navigate away from your page layout before clicking Save, you will lose your changes.
  • To create a copy of your page layout, click Save and select Save As. When you copy a page layout, any actions assigned to it are also copied to the new layout.

To customize the buttons, columns displayed, column order, and record sort order of related lists on record detail pages in Apto:

  1. Access the page layout editor.
  2. Double-click a related list on the layout to edit it. If you are using the enhanced page layout editor, you can also click the wrench icon ( ).
  3. To customize the fields that display in the related list:
    1. Select one or more fields and use the arrows to add or remove the fields to the related list columns on the page layout, and to define the order in which the related list columns display. You can include up to 10 fields per related list.
    2. Use CTRL+click to select multiple fields individually.
    3. Use SHIFT+click to select multiple fields as a group.
    4. Select a field from the Sort By drop-down list to sort the items in the related list, which will be displayed in ascending order unless you select Descending. The default sort order varies per record. The Sort By drop-down is not available for activities and opportunity products.
    5. If necessary, select additional page layouts to apply your related list customizations to. Only layouts that include this related list appear in the list. Layouts that include related lists with the same customizations as the current layout had when you opened are selected by default.
  4. To customize which custom buttons display in the related list:
    1. To add or remove a custom button, select the button and click Add or Remove.
    2. Sort custom buttons by selecting them and clicking Up or Down.
    3. The custom button must be defined for the object contained in the related list, instead of the parent object, and the button Type must be List Button. For example, to display a custom button on the Contacts related list of an company, define the custom button for contacts, not company.
    4. If necessary, click Revert to Defaults to undo any customizations and use the default Apto settings in the related list.
  5. Click OK to store your customizations. Changes are not saved until you click Save on the page layout.
  6. Select the Overwrite user's customized related lists to apply the related lists in the page layout to all users, even if they have already customized their display.
  7. Click Save.



 

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