Using Layouts
1 min
a layout is what you see when viewing a workspace; a collection of forms, tabs, lists, and splitters that displays a parent record and its child records the layout shows you a complete view of a parent record the parent record appears as a form with its child records displayed under a series of tabs layouts use forms to present the user with fields in which they can enter data for a specific record layouts generally show a list of records at the top part of the window, and a preview section of a selected record at the bottom layouts enable you to define which business objects and fields are available to specific users layouts are designed with a role in mind, and contain the lists and forms that the role can use multiple roles can use a layout a layout can contain tabs, which in turn hold forms after defining a role, create the layout, then assign the layout to the role layouts appear in an application workspace and include two main areas parent record this area shows the active parent record (for example, an employee record) a parent record is a form, usually at the top of the work area each parent record has a toolbar to help you navigate between parent records and access operations child records this area shows the child records (for example, attachments and notes) of the active parent child records usually appear in a series of tabs grouped with a splitter each tab represents a child business object, and individual records are displayed on each tab view the list of records in a list or view an individual record as a form or a form summary the child record toolbar helps you navigate between child records and perform operations comes with several default layouts that are designed for your business needs as an administrator, you can use these layouts, edit them, delete them, or create your own viewing layouts docid\ otbi 5wcgpj esb7p7nlscreating a layout docid\ rqt5upm8wnvu2tbrgbpx adding a new list view docid\ ok 3eyjqejkpselezlyladding a new form view docid\ qicfqmi8gxp0y0hftfw kediting a layout docid\ z vteyi3fx5xs2rad9piglocalizing a layout docid\ etuhuwmeh fxklksh57xgdeleting a layout docid\ ew854frv5uikkhjtu8nx hiding a tab on a layout docid\ zfrdvvj xzoitwmrdm aomaking layouts available to users docid\ h8arlpy7 azaglzuclrzrassigning layouts (workspaces) to roles docid\ boz1rvojxxof70hj4pohyabout data rollups docid\ tk6tr1ik9ook mbtedsu5configuring mobile layouts docid\ tqkvl7o5ch r0mpqreqosabout the toolbar editor docid\ yhznza2q yf4wjcs3kmdn
