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Notes on UI Customization in Data Models

Jul 30, 2024

Notes on UI Customization in Data Models

Overview

  • Focus on UI customization without writing code.
  • Importance of layout modification for user experience.

Topics Covered

  1. Understanding Page Layouts

    • Two main types:
      • Detail page of a record
      • Edit page of a record

  2. Modifying Layouts

    • Rearranging fields in UI
    • Using drag-and-drop tools
    • Importance of sections for better organization

  3. Creating Page Layouts

    • Number of layouts can be created depends on user roles.
    • Assigning different layouts to different user profiles.

Detailed Page vs Edit Page

  • Detailed Page: Display all the information of a record.
  • Edit Page: Used to edit existing records or create new records.

Page Layout Control

  • Use the Object Manager to access page layouts.
  • Ability to drag fields into desired sections.
  • Options for section configurations:
    • One-column vs two-column sections.
    • Tab order for form completion.

Adding and Removing Fields

  • Use drag-and-drop method for rearranging or removing fields.
  • Formula fields and roll-up summary fields have specific properties when modifying.
  • Reminder: Removing a field does not delete the data; it only removes the field from the view.

Field Visibility and Security

  • Fields hidden in page layouts can still be visible through permission levels or related lists.
  • Field Level Security:
    • Essential for true visibility control.
    • Hiding fields requires setting permissions correctly in Field Level Security; page layouts alone do not suffice.

Creating and Assigning Page Layouts

  • Example: Creating specific layouts for different roles (e.g., registration desk, manager, CEO).
  • Process to create a new page layout and copy an existing layout for modifications.

Key Takeaways

  • Page layouts control only the visibility on detail and edit pages.
  • Field Level Security is crucial for comprehensive field visibility management.
  • Understanding the difference between page layout management and field level security is essential for successful implementation.

Conclusion

  • UI customization significantly enhances user experience by allowing tailored data views for different profiles without requiring code modifications.

Full transcript