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Specifying Dynamic Page Layouts

Dynamic layouts streamline the application for end users by allowing them to manage only the subset of information that is relevant in a given situation. For example, your company might track several different types of account, such as customer-type accounts, prospect-type accounts, or partner-type accounts. With the dynamic page layout feature, you can configure different layouts that show a different set of account fields and related items, based on the type of account. You can then associate the different layouts with one or more user roles. When the user drills down on a particular account record, the user is shown the appropriate page layout, based on the user's role and the type of account.

When you define dynamic page layouts for a record type, a pre-defined picklist value is used to drive the dynamic rendering of the page layouts. You specify a page layout to be displayed for each value of the picklist. The users can then see different page layouts for different records of the same record type, based on the picklist value that they select in the record.

You must associate your dynamic page layouts with user roles as required. There is a many-to-many relationship between dynamic page layouts and user roles.

Each picklist value has only one layout associated with it, but a page layout can be associated with multiple picklist values. You cannot delete a layout that is already associated with a user role.

The following table shows the predefined driving picklist values for each record type:

Record Type

Driving Picklist

Account

Account Type

Appointment

Type

Asset

Type

Campaign

Campaign Type

Contact

Contact Type

Lead

Lead Source

Opportunity

Opportunity Type

Opportunity Product

Type

Product

Type

Service Request

Type

Solution

Status

Task

Type

Fund

Status

Fund Request

Status

Household

Segment

Portfolio

Account Type

Dealer

Status

Vehicle

Product Type

Vehicle Finance Info

Finance Type

Med Ed

Type

Account Revenue

Type

Contact Revenue

Type

Before you begin. To perform this procedure, your role must include the Customize Application privilege and the Customize Application - Manage Dynamic Layouts privilege.

To create or modify a dynamic page layout

  1. In the upper right corner of any page, click the Admin global link.
  2. Click the Application Customization link.
  3. In the record type Application Customization page, click the record type Dynamic Page Layout link.
  4. In the Dynamic Page Layout list, do one of the following:
    • Click Edit or Copy to modify an existing layout.
    • Click the New Layout button to create a new layout.

      The Dynamic Layout Wizard guides you through the process.

  5. In Step 1 Layout Name:
    1. Enter a name for the Dynamic Page Layout.
    2. Select a Default Layout Name. This layout is presented as the default layout in the next step.

      The Driving Picklist field shows the picklist whose values determine which layout is seen by the users.

  6. In Step 2 Specify Fields, associate each of the picklist values with a layout name.

    The layout you select is displayed when a record has the corresponding picklist value.

  7. Click Finish.


Published 05/11/2007