Configuring Object Page Layouts


Object page layouts control the information displayed in the object record detail page. The layout applies in create, edit, or view mode. Objects that include multiple object types can use a different layout for each type. 

By default, page layouts include sections for the object record fields, attachments, and sharing settings. By configuring layouts to show related object records and related documents, the record detail page becomes the central location for browsing, creating, and editing related information.

Currently, you can configure one (1) page layout for each object or object type. 

How to Create an Object Type Page Layout

To create a new object page layout:

  1. Navigate to Admin > Configuration > Objects > [Object].
  2. Navigate to the Page Layout tab.
  3. Click Create to open the Add Page Layout window.
  4. In the Add Page Layout window, select an object type.
  5. Optional: Change the Page Layout Label from the default value.
  6. Optional: Change the Page Layout Name from the default value.
  7. Click Create to open the page layout editor.
  8. Click Save.

How to Access Page Layouts

To open and edit an object’s page layout, go to Admin > Configuration > Objects and click into an object. In the Page Layout tab, click to open the object page layout.

You can also open a page layout from within an object record page. From the Actions menu, select Configure Page Layout. If you’re viewing a record that belongs to an object type with its own page layout, you will see the layout for that object type.

Sections

Each page layout can have up to 20 sections. Newly added sections automatically go to the bottom of the page, but you can rearrange sections.

How to Add Detail Forms

To add a detail form section:

  1. In the object page editor, click Create Section.
  2. Select Detail Form - One Column or Detail Form - Two Columns.
  3. Enter a Section Label and Section Name. Only the label will appear for users.
  4. Optional: In the Show the section only in these lifecycle states field, select one or more lifecycle states. See lifecycle state details. Add Detail Section Dialog

  5. Click Done.

To add a section showing related object records:

  1. In the object page editor, click Create Section.
  2. Select Related Object.
  3. Select a related object
  4. Enter a Section Label and Section Name. Only the label will appear for users.
  5. Optional: In the Limit Related Records to these Object Types field, select one or more object types to filter this section.
  6. Optional: In the Show the section only in these lifecycle states field, select one or more lifecycle states. See lifecycle state details.
  7. Click Done.

Lifecycle State Details

Selecting lifecycle states when setting up a new section creates a page layout that changes for records in different states. This option is only available when the page layout belongs to an object with an active lifecycle.

How to Edit Sections

To edit a section name, label, or type, click the Edit (pencil) icon to the right of the section.

How to Remove Sections

To remove a section, click the Delete (x) icon to the right of the section. You cannot delete sections containing required object fields.

How to Move Sections

To move a section, click the section header then drag and drop to its new position.

How to Show, Hide, or Move Object Fields

The default detail form section includes all required object fields, object type fields, and fields configured to Display in default lists and hovercards.

You can add or remove fields from a section and move them to other Detail Form sections. You can also change existing detail form sections to one-column and two-column layout.

Drag and drop object fields into new positions wihtin the same section or into a different Detail Form section.

Drag and drop object fields into new positions wihtin the same section or into a different Detail Form section

  1. From the Actions menu, click Configure Page Layout.
  2. Make your changes:
    • To show a field, click the Add icon and select a field from the picklist. The picklist includes all available object fields that are not already displayed in a detail section.
    • To add a space between fields, click the Add icon and select Space from the picklist. After adding, you can move the spacer between fields.
    • To remove a field, click the Delete icon to the right of the field panel. This moves the field back to the Add field picklist. You cannot remove required fields (highlighted yellow).
    • To move a field, click the field panel then drag and drop to its new position. You can move fields from one detail panel to another.
  3. When finished editing sections, click Save.

The default columns displayed will vary between objects, but you can show, hide, and rearrange columns for any object field.

  1. From the Actions menu, click Configure Page Layout.
  2. In a Related Objects section, click Edit Columns.
  3. In the Select Columns to Display dialog, select fields to show. You can double-click a field or select and use the left/right arrow buttons to add columns. Select Columns to Display for Related Objects

  4. To rearrange columns, select a field and use the Up and Down arrow buttons.
  5. Click Done.
  6. When finished editing columns, click Save.

Note: Depending on when your RIM application vault was created, you may see that the section for related object Packaging Shelf Life on your Packaging object page layout has two Name columns. This can cause server errors when modifying relationships to the packaging object. To resolve, simply remove and re-add the Packaging Shelf Life section to your page layout.

Object Type-Specific Sections

If your object uses object types, you can set up sections that only appear for records with a specific object type. Vault does this automatically if you create a detail form section with only fields that apply to that object type. If you add common fields to the section, the section appears for any object types with those fields.

For example, the page layout for Product could include a section called Substance Details with only fields that are specific to the Substance object type. When you open a object record with the Device object type, this section would not appear. If you added a common field to this section, for example, Product Name, the section would appear for records with either object type.

Related object sections can display child or referring object records in a relationship with the record you’re viewing.

You may also see the Show in Tab link, which opens the related list in a custom tab. This option only appears for objects with custom tabs.

To work on object configuration, you must have a security profile that grants Admin: Objects permissions.