AdvoLogix Help

Create New Page Layouts

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You can customize the page layouts for record detail and edit pages, Self-Service portal pages, Salesforce Customer Portal pages, and the case close page. Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists. They also help determine which fields are visible, read only, and required. Page layouts can include s-controls and Visualforce pages that are rendered within a field section when the page displays. You can control the size of the s-controls and Visualforce pages, and determine whether or not a label and scroll bars display.

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.

If you want to create a new page layout for a standard object, then go to Build >> Customize.  Then choose the object you want.


If you want to create a new page layout for a custom object, then go to Build >> Create >> Objects.  Then choose the custom object you want.

Create a New Page Layout

Select the Page Layouts related list at the top of the page and select New.

Choose the Design

You can either choose an Existing Page Layout to clone it's design or you can create one from scratch.

Drag-and-drop the different Fields, Buttons, Quick Actions, Visualforce Pages, Expanded Lookups and Related Lists from the page layout editor.  For further information, See's: Customizing page Layout with the Enhanced page Layout editor

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