Overview of Dynamic Page Layouts

Present the same page to multiple users differently using page layouts. Set conditions to page layouts for controlled visibility. For example, a sales executive can see privileged fields on an opportunity record, but not other sales team members.

Similarly, an open opportunity may have fields that are in progress, which won't appear in a closed opportunity.

Where Can You Use Dynamic Page Layouts?

You can create page layouts for both standard and custom objects. Create page layouts for these types of application pages:

• Landing page (list page)

• Creation page

• Details page (edit page)

• Search and select dialog

Control Visibility of Page Layouts

When you create a page layout, you set one or more conditions to control when that layout is displayed.

The conditions you can attach to a layout include:

• Type of record

  Not supported for landing page (list page) custom layouts.

• Role

• Advanced expression

  Not supported for landing page (list page) custom layouts.

The record type and role conditions are convenient, declarative ways of attaching conditions to a layout. Use an expression to control the display of a layout, only if the record type and role conditions don't meet your needs.

Examples of layout conditions include:

• Type of record

  • Only display the Closed Reason field on an opportunity, when the opportunity is closed.

  • Display different page layouts depending on the product category. For example, display different fields if the product category is a physical item, or if it's a service pack.

  • Display different page layouts depending on type of activity, such as a telephone call, task, or appointment.

• Role

  • A sales manager might see fields related to approving an opportunity, whereas the sales representative wouldn't see those fields.

  • Some opportunity fields might apply only to field sales representatives, some fields to inside sales representatives, and some fields to follow-up sales representatives.

• Expression

  • Don't allow users to add a revenue item or a product to an opportunity, after a quote has been generated and approved, or while an opportunity is in approval.

  • Control the display of page layouts based on the user's location, language, or device.

  • Write an expression to combine multiple conditions.