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Specifying Dynamic Page LayoutsDynamic 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:
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
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Published May 2008 |