How to create a page layout in Salesforce?

How to create a page layout in Salesforce?

The Title and URL name fields are already there and set as required. She adds one field. In the palette, click Fields. Drag Summary to the Knowledge Detail section. Now she creates a section with more information about procedures. Drag Section from the palette to below the Knowledge Detail section. Name the section. Maria enters Article Details.

How are layout items organized in Salesforce Lightning?

The layout items are spaced horizontally across the container, starting and ending with a layout item. end: Appends the slds-grid_align-end class to the grid. The layout items are grouped together and aligned horizontally on the right side of the container. Spread layout items out vertically based on the following values.

How to configure page layouts and record types unit?

Click Object Manager and select Knowledge. Click Page Layouts. Click New. If you’re basing the page layout on an existing layout, choose it. Maria selects None. Enter the name of your page layout. Maria enters Procedure – Reader. Click Save .The layout editor opens. Let’s take a moment to get acquainted with it.

How do you create a layout in Lightning?

Create the content of the layout by including lightning-layout-item components within lightning-layout. You can place HTML tags and text between the lightning-layout-item components, but you can’t place other components or expressions between them. This component inherits styling from the grid utility classes in the Lightning Design System.

How to assign page layouts and record types?

Use a record type to assign a page layout to a profile. Article readers and article authors perform different actions and see different fields on a knowledge article, so Maria must create different page layouts for these users. She creates the page layout for readers first.

How to create custom fields for article details?

On to creating custom fields for the Article Details section. The first field she creates is Procedure Audience, a text field for describing an article’s audience. From the Setup menu ( ), choose Setup. Click Object Manager and select Knowledge. Click Fields & Relationships. Click New. Choose the field type.

Why does Maria need to create page layout?

Article readers and article authors perform different actions and see different fields on a knowledge article, so Maria must create different page layouts for these users. She creates the page layout for readers first. Let’s follow along and see what she does.