Assign Page Layouts to Specific Users

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 displayed.

Assigning Page Layouts from a Customize Page Layout or Record Type Page

  1. Click Your Name | Setup | Customize, select the appropriate activity or tab link, and choose Page Layouts or Record Types..
  2. In the page layout or record type list page, click Page Layout Assignment.
  3. Click Edit Assignment.
  4. 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:

  1. Click a cell, column, or row heading to select all the table cells in that column or row.
  2. Press SHIFT+click to select multiple adjacent table cells, columns, or rows.
  3. Press CTRL+click to select multiple nonadjacent table cells, columns, or rows.
  4. Click any cell and drag to select a range of cells.
  5. 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.

  1. 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.
  2. Click Save.

Assigning Page Layouts from a Customize Page Layout or Record Type Page

  1. Click Your Name | Setup | Customize, select the appropriate activity or tab link, and choose Page Layouts or Record Types..
  2. In the page layout or record type list page, click Page Layout Assignment.
  3. Click Edit Assignment.
  4. 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:

  1. Click a cell, column, or row heading to select all the table cells in that column or row.
  2. Press SHIFT+click to select multiple adjacent table cells, columns, or rows.
  3. Press CTRL+click to select multiple nonadjacent table cells, columns, or rows.
  4. Click any cell and drag to select a range of cells.
  5. 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.

  1. 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.
  2. Click Save.

Assigning Page Layouts in the Original Profile User Interface

  1. Click Your Name | Setup | Manage Users | Profiles.
  2. Select a profile.
  3. Click View Assignment next to any tab name in the Page Layouts section.
  4. Click Edit Assignment.
  5. 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:

  1. Click a cell, column, or row heading to select all the table cells in that column or row.
  2. Press SHIFT+click to select multiple adjacent table cells, columns, or rows.
  3. Press CTRL+click to select multiple nonadjacent table cells, columns, or rows.
  4. Click any cell and drag to select a range of cells.
  5. 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.

  1. 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.
  2. Click Save.