Contents
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 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.
How can I change the layout of a page?
To modify the columns that appear on a related list, you have to edit the page that has the related lists. In the page layout editor, you can double click on the related list to access it’s properties and add/remove/reorder columns and buttons.
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 do I change page layout in Salesforce?
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.
How to assign a page layout to a profile?
Check below how to assign a page layout to a profile. Click on Page Layout Assignment button as shown below. Now Layout mapping page will be opened. Click on Profile and select the page layout to use. Here we have changed page layouts to system admin and System administrator profile. Finally click on Save button.
What is the purpose of the FAQ layout?
The FAQ layout is meant for knowledge articles related to Frequently Asked Questions. The information Ada sees and how it is organized on the page is controlled by this page layout. Click and select Service Setup. Click the Object Manager tab and select Knowledge.