AdvoLogix Help

Edit Page Layouts

Updated

The enhanced page layout editor is a feature-rich tool that allows you to customize your organization’s page layouts for detail and edit pages in AdvoLogix and the Client Portal. The enhanced page layout editor provides functionality in an easy-to-use interface.

The enhanced page layout editor consists of two parts: a palette on the upper portion of the screen and the page layout on the lower portion of the screen.

The palette contains the user interface elements, such as fields, buttons, links, related lists, and any additional elements that are available for you to add to the page layout.

Navigate to Setup

Click on Your Name

Select Setup

Go to one of the following areas to edit the page layouts of Accounts, Contacts, Activities or other Standard objects in the system

Go to one of the following areas to edit the page layouts of Accounts, Contacts, Activities or other Standard objects in the system
To Edit Custom Objects page layouts, after you click on Object link, you will need to select the object to your wish

Click the name of the object in the list.

Click on Page Layouts.

Click on Edit link next to Matter (Custom Object) layout to open.

Drag & Drop the Fields, Buttons, Custom Links, Visualforce (VF) pages or Related Lists on to the page layout detail section.

For further information, See Force.com: Customizing page Layout with the Enhanced page Layout editor

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