This lesson explains how to customize the objects: Matters, Invoices, Timekeepers and everything else.
Navigate to Setup
- Click on Name of the Application on the right side.
- Go to Setup
Click Setup | App Setup | Create | Objects | Custom Object to customize: Matters, Billings, and other Advologix Custom objects in the system
Click the name of the object in the list.
Click on Page Layouts.
Click on Edit link to open the page layout, one by one for Custom Objects.
On page layout we can manage many things
All the properties of page layout are handled by drag-and-drop technique:
- Customize the page layouts for record detail and edit pages Self-Service portal pages. Page layouts control the layout and organization of fields, buttons, visualforce, custom links and related lists. They also help determine which fields are visible read only and required. Page layouts can include Visualforce pages that are rendered within a field section when the page displays.
- Define mini page layouts for the records that appear in the mini view of the Console tab hover details and event overlays. A mini page layout contains a subset of the items in an existing page layout. Mini page layouts inherit record type and profile associations related lists fields and field access settings from their associated page layout.
- Click on the Save button to save the changes made on the layout.