Page layouts, search layouts, related lists

Page layouts control the layout and organization of fields, buttons, related lists, custom links, and Visualforce pages. They also help determine which fields are visible, read only, and required. Page layouts can include s-controls and Visualforce pages rendered within a field section when the page displays. You can control the size of the s-controls and Visualforce pages, and determine if a label and scroll bars display.

Fields on pages using Visualforce overlays, such as the Team Member page, cannot be edited in-line in the Salesforce Lightning Experience. To edit in-line, switch to the Salesforce Classic interface, or see if the field is available for editing in a Salesforce Lightning Experience list view.

Compact layouts display a record's key fields in Salesforce Lightning Experience. If your org was created after April 2022 with some frequently used record pages configured as Lightning record pages, you can see a compact layout as the highlight panel header section of team member and employment record pages:

Search layouts control the layout of a particular kind of page—those containing the results returned by different kinds of searches, including:

Search results.
Search filter fields.
Lookup dialogs.
Recent records lists displayed on tab Home pages.

You can control search layouts using the search layout editor for each search results page.

The Page Layouts of particular interest to Sage People HR Administrators are:

Team Member
Employment
Benefit

You can go to the page layout editor in a number of ways:

Select Setup, then select Edit Object, from the sidebar select Page Layouts.
From the list of objects:
- In Salesforce Lightning Experience, go to Setup > Object Manager, select the object label, from the sidebar select Page Layouts.

Select Edit next to the page layout you want to change.

Tip

If the page you want to edit is a Lightning record page, you can edit it in the Lightning App Builder. When you are on the page, select Setup, and then select Edit Page. You have access to Lightning page components, and you can add fields to the page using the Field Section component. Field Sections cannot be edited in the page layout editor, you need to use the Lightning App Builder. For more information, refer to Salesforce help content on Lightning record pages.

If your org was created after April 2022, some frequently used record pages such as the team member and employment record pages, are configured as Lightning record pages.

Using the Page Layout editor

Add or remove items

Fields, buttons, custom links, related lists, Visualforce Pages:
- To add:
  
  Drag and drop from the display of available components onto the sample page layout.
  
  Use CTRL+select to select multiple items individually, or SHIFT+select to select multiple items as a group.
- To remove:
  
  Drag and drop from the sample page layout onto the display of available components to remove
Sections
- To add:
  
  Select Fields or Visualforce Pages then drag and drop the Section marker to create the new section on the sample page:
  
  Sage People displays the Section Properties dialog:
  
  You can set:
  - The section name, as displayed on the page.
  - Where the section name is displayed: on Detail or Edit pages, or both.
  - The number of columns used to display the section: 1 column or 2 columns.
  - Where the section includes two columns, the tab-key order to use.
  Set the values you want to use and select OK.
- To remove:
  
  Go to the section you want to remove and select Remove:

Move items within a page

Fields, buttons, custom links, related lists, Visualforce Pages:

In the sample layout, drag and drop to the position you want.

Change the properties of an item

Field

In the sample layout, select the field and choose Properties :

Sage People displays the Field Properties dialog:

You can also select multiple fields using CTRL+ select. Selecting Properties then displays a combined Field Properties dialog for all selected fields.
- The field properties of some standard fields cannot be changed. Custom fields can only be changed if they are not universally required fields. Fields you cannot change are marked with a closed padlock icon .
- Fields marked as read only are editable by administrators and users with Edit Read Only Fields permission.
- If you make a picklist field read only, all new records contain the default value for that picklist.
- Auto-number fields are always read only.
- Read-only fields are displayed on the associated Detail page layout, not the Edit page layout.
- In Salesforce Enterprise, Unlimited, and Developer Editions, field level security settings override any field properties you set here if the field level security is more restrictive than the page layout setting.
Section

In the sample layout, go to the section you want to change and select Properties :

Sage People displays the Section Properties dialog:

You can change:
- The section name, as displayed on the page.
- Where the section name is displayed: on Detail or Edit pages, or both.
- The number of columns used to display the section: 1 column or 2 columns.
- Where the section includes two columns, the dialog includes a tab-key order selector:
  
  Select the order you want to use on this page.
Related List

Double click the related list in the Related List Section, or select the Properties icon:

To select or deselect fields displayed as columns in the related list, in Columns:
- Select one or more fields and select Add or Remove . You can include up to 10 fields in a related list.
- Sort fields by selecting them and choosing Up to move a column left or Down to move a column right.
- Use CTRL+select to select multiple fields individually.
- Use SHIFT+select to select multiple fields as a group.
- Select a field from Sort By to sort the items in the related list. Sort items in Ascending or Descending order using the radio buttons. The default sort order varies per record. Sort By is not available for activities and opportunity products.
- If necessary, select additional page layouts to host related list customizations.
To select or deselect which buttons display in the related list, in Buttons:
- Select the checkbox next to any Standard button name to customize which standard buttons display in the related list.
- Select any Custom button listed and choose Add or Remove .
- Sort custom buttons by selecting them and choosing Up or Down .
Some related lists are not customizable because they link to data rather than store it. Move your cursor over any related list section to see if it is customizable. Also, lookup fields are not available for display on their corresponding lookup related list.

Select the Overwrite users’ personal related list customization to apply the related lists in the page layout to all users, even if they have already customized their display.

Preview and save

Select Preview As... to review the page layout. Select a profile to see how the pages will look for users with different profiles.

Note
Most related list columns preview without data.
Select Save to finish. Alternatively, select Quick Save to save and continue editing the page layout.