The console is a tab that combines a list view and related records into one screen with different frames so that users have all the information they need when interacting with Advologix.
Advologix provides the ability to setup a Console view that allows you to work with any of the component of Advologix in a single console or “cockpit” view. To enable this tab you must create your console layouts and add the tab to a new or existing app.
Set up the console in five steps:
- Create console layouts.
- From page layouts, choose the related objects and define the mini page layouts to display in the console.
- Assign user profiles to a console layout.
- Select the Console tab visibility settings for user profiles.
- Add the Console tab to one of your custom apps on the Custom Apps page.
Navigate to Setup
Access Console Layout
Create a New Console layout
This page allows you to create different console layouts to display list views in the console. After creating console layouts, click the Console Layout Assignment button to control which console layout users see by default.
Click NEW
Set Console Layout Name
Click SAVE
Console List Views
Add or remove objects that you want users to choose from in the list view of the console.
Choose from Available objects by highlighting them and choosing ADD to move them to selected objects
Remove any from Selected objects by highlighting them and clicking remove
Move them up and down in the Selected items list if you wish.
Click SAVE
Console Layout detail page
Shows a list of the objects you have chosen to have visible in the console.
Access Console Layout
Create a New Console layout
Click Console Layout Assignment
Set Assignment
Select a console layout, or no console layout, for your profiles.
Set the visibility settings
- Default On
- Default Off
- Tab Hidden
Click SAVE
Add the Console tab to one of your custom apps on the Custom Apps page
By using the console, users can quickly find, view, and edit records, such as cases, accounts, and contacts, with fewer clicks and without switching back and forth between screens. Administrators choose the information displayed in the console to accommodate your varied and evolving business needs.
See Force.com's Console Setup Tips & Hints for more information.