Extend Application Pages for Partners

Using Application Composer, you can change many items that appear on the application set of pages for partners.

Use Application Composer to modify these pages:

• Partners landing page

• Create Partner page

• Edit Partner page (read the following discussion of subtabs)

For example, you can:

• Hide or show standard fields.

• Set fields as required.

• Set field default values.

• Reorder columns.

• Change column labels.

• Add custom fields (all types).

Note: To extend the application set of pages for partners, use the Partner object in Application Composer.

Partners Landing Page

You can modify the Partners landing page, also referred to as the Partners list page. For example, you can hide standard partner fields or show custom partner fields. To modify the Partners landing page:

1. Navigate to the Partner object in Application Composer.

2. Select the Pages node.

3. On the Application Pages tab, click Edit Summary Table.

Create Partner Page

You can modify the Create Partner page. For example, you can hide standard partner fields, make a field required, add a default value, and show custom partner fields. To modify the Create Partner page:

1. Navigate to the Partner 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 run time usability for your end users, optionally group custom fields into field groups.

Edit Partner Page

The Edit Partner page consists of multiple subtabs that display along the left side of the page. You can modify most of these subtabs, including changing the order of the subtabs. You can also add custom subtabs to display records from child or related objects, for example.

Note: To add custom fields to certain subtabs available from the Edit Partner page, you must first navigate to those subtab target objects in Application Composer to create the fields using the Fields node. After creating the fields on the target object, you can then navigate back to the desired details page layout for the Partner object to add those fields to the right subtabs.

To modify the Edit Partner page:

1. Navigate to the Partner 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. When making changes to the Edit Partner page, select the subtab you want to change first. The following subtabs are available from the Edit Partner page. Use the following subtabs to configure which standard and custom fields display at run time. You can also configure buttons and actions.

   Tip: The changes you make to these subtabs are unique to the Edit Partner page. For example, the changes you make to the Opportunities subtab on the Edit Partner page aren't reflected on the Opportunities subtab on the Edit Contact page.

   • Overview

   • Profile

     In addition to selecting standard and custom fields on the profile subtab, you can configure page regions by adding field groups.

   • Contacts

     Use the Contact object to create custom fields as needed.

   • Partner Account Team

     Use the Partner Account Team object to create custom fields as needed.

   • Opportunities

     Use the Opportunity object to create custom fields as needed.

   • Enrollments

     Use the Program Enrollments object to create custom fields as needed.

   • Notes

     The Notes subtab isn't extensible, although you can change the tab name.

   • Activities

     The Activities subtab isn't extensible, although you can change the tab name.