After defining page layouts, assign which page layouts users see. A user’s profile determines which page layout he or she sees. In addition, if your organization is using record types for a particular tab, the combination of the user’s profile and the record type determine which page layout is
Assigning Page Layouts from a Customize Page Layout or Record Type Page
- Click Your Name | Setup | Customize, select the appropriate activity or tab link, and choose Page Layouts or Record Types..
- In the page layout or record type list page, click Page Layout Assignment.
- Click Edit Assignment.
- Use the table to specify the page layout for each profile. The table displays the page layout assignments for each profile. If your organization uses record types, a matrix displays a page layout selector for each profile and record type.
When selecting page layout assignments:
- Click a cell, column, or row heading to select all the table cells in that column or row.
- Press SHIFT+click to select multiple adjacent table cells, columns, or rows.
- Press CTRL+click to select multiple nonadjacent table cells, columns, or rows.
- Click any cell and drag to select a range of cells.
- Click Next or Prev to view another set of record types.
Selected page layout assignments are highlighted. Page layout assignments you change are italicized until you save your changes.
- If necessary, select another page layout to assign from the Page Layout To Use drop-down list and repeat the previous step for the new page layout.
- Click Save.
Assigning Page Layouts from a Customize Page Layout or Record Type Page
- Click Your Name | Setup | Customize, select the appropriate activity or tab link, and choose Page Layouts or Record Types..
- In the page layout or record type list page, click Page Layout Assignment.
- Click Edit Assignment.
- Use the table to specify the page layout for each profile. The table displays the page layout assignments for each profile. If your organization uses record types, a matrix displays a page layout selector for each profile and record type.
When selecting page layout assignments:
- Click a cell, column, or row heading to select all the table cells in that column or row.
- Press SHIFT+click to select multiple adjacent table cells, columns, or rows.
- Press CTRL+click to select multiple nonadjacent table cells, columns, or rows.
- Click any cell and drag to select a range of cells.
- Click Next or Prev to view another set of record types.
Selected page layout assignments are highlighted. Page layout assignments you change are italicized until you save your changes.
- If necessary, select another page layout to assign from the Page Layout To Use drop-down list and repeat the previous step for the new page layout.
- Click Save.
Assigning Page Layouts in the Original Profile User Interface
- Click Your Name | Setup | Manage Users | Profiles.
- Select a profile.
- Click View Assignment next to any tab name in the Page Layouts section.
- Click Edit Assignment.
- Use the table to specify the page layout for each profile. The table displays the page layout assignments for each profile. If your organization uses record types, a matrix displays a page layout selector for each profile and record type.
When selecting page layout assignments:
- Click a cell, column, or row heading to select all the table cells in that column or row.
- Press SHIFT+click to select multiple adjacent table cells, columns, or rows.
- Press CTRL+click to select multiple nonadjacent table cells, columns, or rows.
- Click any cell and drag to select a range of cells.
- Click Next or Prev to view another set of record types.
Selected page layout assignments are highlighted. Page layout assignments you change are italicized until you save your changes.
- If necessary, select another page layout to assign from the Page Layout To Use drop-down list and repeat the previous step for the new page layout.
- Click Save.