49Extend Assets

This chapter contains the following:

Extend Pages for Assets

Using Application Composer, you can change many items that appear on the pages for assets.

Use Application Composer to modify these pages:

  • Asset list page (includes a summary table of assets)

  • Create Asset page

  • Edit Asset page

These pages are available as subtabs when you drill down from the details pages for these objects:

  • Accounts

  • Contacts

  • Households

Note: Use the Asset object in Application Composer to create custom asset fields.

Note that you can't add custom buttons and actions to any page for assets.

Assets List Page

You can modify the Assets list page which displays when you first navigate to the Assets subtab on any Edit Account, Edit Contact, or Edit Household page. For example, you can hide standard asset fields or show custom asset fields.

To modify the Assets list page which appears on the Assets subtab on the Edit Account, Edit Contact, or Edit Household pages:

  1. Navigate to the Account, Contact, or Household object in Application Composer.

  2. Select the Pages node.

  3. On the Application Pages tab, under Details Page Layouts, duplicate the standard layout to create a new layout to edit. Or, edit another existing layout.

  4. Select the Assets subtab to configure which standard and custom fields display at run time.

    Use the Asset object to add custom fields as needed, before you can select them for display on the subtab.

    Tip: The changes you make to the Assets subtab are unique across the Edit Account, Edit Contact, and Edit Household pages. For example, the changes you make to the Assets subtab on the Edit Account page aren't reflected on the Assets subtab on the Edit Contact page.

Create Asset Page

You can modify the Create Asset page which displays when you create an asset from the Assets subtab on any Edit Account, Edit Contact, or Edit Household page. For example, you can hide standard asset fields, make a field required, add a default value, and show custom asset fields. You can also reorder fields and change field labels. To modify the Create Asset page:

  1. Navigate to the Asset object in Application Composer.

  2. Select the Pages node.

  3. On the Application Pages tab, under Creation Page Layouts, duplicate the standard layout to create a new layout to edit. Or, edit another existing layout.

    To enhance runtime usability for your end users, optionally group custom fields into field groups.

Edit Asset Page

You can modify the Edit Asset page which displays when you edit an asset from the Assets subtab on any Edit Account, Edit Contact, or Edit Household page. For example, you can hide standard asset fields, make a field required, add a default value, and show custom asset fields. You can also reorder fields and change field labels. To modify the Edit Asset page:

  1. Navigate to the Asset object in Application Composer.

  2. Select the Pages node.

  3. On the Application Pages tab, under Details Page Layouts, duplicate the standard layout to create a new layout to edit. Or, edit another existing layout.

    To enhance runtime usability for your end users, optionally group custom fields into field groups.

Extend Application Pages for Assets Using Application Composer

This example demonstrates how you can modify application pages for assets using Application Composer.

In this example, you will see how to add the field Asset Number to the Create Asset page using Application Composer. You will also test whether the field appears in the application page for creating an asset.

Note: Ensure that you have the privileges to create and view an asset.

Extending Application Pages for Assets Using Application Composer

  1. Navigate to Application Composer.

  2. In the object tree, select the standard object, Asset, which includes a set of application pages.

  3. Select the Pages node.

  4. Select the Application Pages tab.

  5. Use the links on the tab to navigate to the object's configuration pages, where you can modify the application pages that are available for the selected object. You can show or hide fields, rearrange fields, and add your own fields.

  6. For example, to add the field Asset Number to the Create Asset page, highlight a page layout in the Creation Page Layouts table and click the Edit icon. You can also select Actions > Edit Layout..

  7. On the Edit Application Creation Page, click the Edit icon (pencil icon) to modify the Create Asset page.

  8. In the Available Fields list, double-click Asset Number to move it to the Selected Fields column. You can also click the Right arrow button to move an item.

    This figure shows the Available Fields and Selected Fields lists, which you use to hide and show fields on the run time Create Asset page.

    Configure Detail Form

  9. Click Save and Close.

  10. Click Done.

Viewing the Changes in the Create Asset Page

In this section, we test whether the field Asset Number that we added to the Create Asset page appears at run time.

  1. Login to the Application Pages main page and click Households.

  2. Select a household that has a customer type.

    This figure shows the Household overview page with the details of the selected household.

    Household overview page.

  3. Click the number in the Assets region.

  4. In the Edit Household page, click the Create Asset button.

    This figure shows the Edit Household page for the selected item. You can create an asset from this page.

    Note: The Create Asset button is visible only if you have the Asset Creation privilege.

    Edit Household page

  5. The field Asset Number that you added using Application Composer now appears at the bottom of the Create Asset page.

    This figure shows the Create Asset page with the field Asset Number that we added as part of extending the Asset object.

    Create Asset page

Extend Application Pages for Activities

Use Application Composer to change the items that appear on the application set of pages for activities.

You can make changes to the following pages:

  • Activities landing page

  • Create Task

  • Create Appointment

  • Create Call Report

  • Edit Task

  • Edit Appointment

  • Edit Call Report

  • My Tasks

  • My Appointments

  • Activities subtab, available from the details pages of other objects, such as opportunity, account, contact, and so on.

For example, you can:

  • Hide or show existing fields.

  • Reorder columns.

  • Change column labels.

  • Add custom fields (all types).

Activities Landing Page

To extend the Activities landing page:

  1. Navigate to the Activity object in Application Composer.

  2. Select the Pages node.

  3. On the Application Pages tab, in the Landing Page Layouts region, Activities area, copy the standard layout and edit the resulting copy.

  4. Edit the My Activity Overview Table page.

Create Task, Create Appointment, and Create Call Report Pages

To extend the Create Task, Create Appointment, and Create Call Report pages:

  1. Navigate to the Activity object in Application Composer.

  2. Select the Pages node.

  3. On the Application Pages tab, under Creation Page Layouts, duplicate the standard layout for either the Create Task, Create Appointment, or Create Call Report page to create a new layout to edit. Or, edit another existing layout.

    To enhance run time usability for your end users, optionally group custom fields into field groups.

Edit Task, Edit Appointment, and Edit Call Report Pages

The Edit Task, Edit Appointment, and Edit Call Report pages consist of multiple subtabs that display along the left side of the page. You can modify most of these subtabs. You can also add custom subtabs to display records from child or related objects, for example.

To extend the Edit Task, Edit Appointment, and Edit Call Report pages:

  1. Navigate to the Activity object in Application Composer.

  2. Select the Pages node.

  3. On the Application Pages tab, under Details Page Layouts, duplicate the standard layout for either the Edit Task, Edit Appointment, or Edit Call Report page to create a new layout to edit. Or, edit another existing layout.

  4. When making changes to the Edit Task, Edit Appointment, and Edit Call Report pages, select the subtab you want to change first. The following subtabs are available from the Edit Task, Edit Appointment, and Edit Call Report pages. Use the following subtabs to configure which standard and custom fields display at run time.

    Tip: The changes you make to these subtabs are unique across the Edit Task, Edit Appointment, and Edit Call Report pages. For example, the changes you make to the Contacts subtab on the Edit Task page aren't reflected on the Contacts subtab on the Edit Appointment page.
    • Summary

    • Contacts

      Use the Activity Contact child object to add custom fields as needed, before you can select them for display on the subtab.

    • Resources

      Use the Activity Assignee child object to add custom fields as needed, before you can select them for display on the subtab.

    • Notes

      Use the Note object in Application Composer to create custom fields as needed, and to extend this subtab.

      On the Application Pages tab for the Note object, edit the default creation page layout or duplicate it to create a new layout.

      The Notes list page isn't extensible.

My Tasks Landing Page

To extend the My Tasks landing page:

  1. Navigate to the Activity object in Application Composer.

  2. Select the Pages node.

  3. On the Application Pages tab, in the Landing Page Layouts region, copy the standard layout and edit the resulting copy.

  4. In the new layout, edit the My Tasks Overview Table

My Appointments Landing Page

To extend the My Appointments page:

  1. Navigate to the Activity object in Application Composer.

  2. Select the Pages node.

  3. On the Application Pages tab, in the Landing Page Layouts region, copy the standard layout and edit the resulting copy.

  4. In the new layout, edit the My Appointments Overview Table

Embedded Activities Subtab

To extend the Activities subtab, available from the details pages of other objects:

  1. Navigate to the Activity object in Application Composer.

  2. Select the Pages node.

  3. On the Application Pages tab, in the Embedded Activity Summary Layout > Embedded Task List Read Only Overview Table or Embedded Task List Overview areas, copy the standard layout and edit the resulting copy.

  4. In the new layout, edit the Embedded Task List Read Only Overview Table or the Embedded Task List Overview Table.