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Layout configuration

Layouts define the metadata fields that render when displaying forms and other user interface elements. Through layouts, captures and displays both complex and simple metadata types in a user-friendly way. You can configure layouts for supported objects using one of these methods:

Both configuration methods use LY_Layout_Type__mdt records to associate layouts to static locations in the product and to set criteria that determine when the layouts display. The LY_Layout__mdt custom metadata object manages the set of static locations in the product where layouts can appear.

Configuration considerations​

Keep these considerations in mind when configuring layouts:

  • Do not use standard Salesforce layouts to configure layouts. Instead, use one of the methods outlined on this page to configure them.

  • Use only one method per LY_Layout_Type__mdt record. When deciding which method to use, consider:

  • supports these objects for layout configuration:

    • Document Version (mvn__CM_Document_Version__c)

    • Task (Task)

Configuration using standard field sets​

The standard field sets method uses SObject field sets to control the fields that appear on layouts. To use this method to configure a layout:

  1. Create a SObject field set that contains all of the fields that should be part of the layout.

Note: Field sets that include fields through a lookup or master-detail relationship are not supported. Only direct fields are supported.

Note: Picklist values are filtered based on the record type of the SObject being displayed.

  1. Create a LY_Layout_Type_mdt record. Key fields include:

    • LY_Field_Set_Name__c - enter the API name of the field set you created in the previous step.

    • LY_Criteria__c - enter the JSON criteria used to determine when this LY_Layout_Type__mdt record should be used. The criteria can include Congress, Document Version, Journal, Task, and Record Type fields.

      :::: example ::: title CM_Document_Version__r criteria :::

      {
        "path": "task.mvn__CM_Document_Version__r.mvn__CM_Document_Subtype__c",
        "operator": "equals",
        "value": "CM_FAQ"
      }
  ::::

:::: example ::: title RecordType criteria :::

      {
        "path": "task.RecordType.DeveloperName",
        "operator": "equals",
        "value": "CM_Approval"
      }
  ::::
  • LY_Layout__c - lookup and associate a LY_Layout__mdt record to this LY_Layout_Type__mdt record. Each LY_Layout__mdt record specifies a static location in the product where the layout will display when the LY_Criteria__c is met. For a list of product locations, visit Layout locations and Task layout locations.

Visit Layout Type.

Configuration using Layout Field records​

The Layout Field records method uses LY_Layout_Field__mdt records to control the fields that display on layouts. To use this method to configure a layout:

  1. Create a LY_Layout_Type_mdt record. Key fields include:

    • LY_Criteria__c - enter the JSON criteria used to determine when this LY_Layout_Type__mdt record should be used. The criteria can include Congress, Document Version, Journal, Task, and Record Type fields.

      :::: example ::: title CM_Document_Version__r criteria :::

      {
        "path": "task.mvn__CM_Document_Version__r.mvn__CM_Document_Subtype__c",
        "operator": "equals",
        "value": "CM_FAQ"
      }
  ::::

:::: example ::: title RecordType criteria :::

      {
        "path": "task.RecordType.DeveloperName",
        "operator": "equals",
        "value": "CM_Approval"
      }
  ::::

  • LY_Layout__c - lookup and associate a LY_Layout__mdt record to this LY_Layout_Type__mdt record. Each LY_Layout__mdt record specifies a static location in the product where the layout will display when the LY_Criteria__c is met. For a list of product locations, visit Document layout locations and Task layout locations.

  • LY_Field_Set_Name__c - leave null.

Visit Layout Type.

  1. Ensure all SObject fields that you want to include on the layout have a corresponding LY_Field__mdt record. If a field does not have a corresponding LY_Field__mdt record, create a LY_Field__mdt record that points to that field. Key fields include:

    • LY_SObject__c - enter the API name of the SObject that contains the field that you want to display on the layout.

    • LY_Field_API_Name__c - enter the API name of the SObject field that you want to display on the layout.

Note: Geolocation fields are not supported.

Note: Layouts respect the field length configuration of the corresponding Salesforce field.

Visit Field.

  1. (Optional) Create a LY_Layout_Section__mdt record for every section that you want on the layout. Key fields include:

    • LY_Custom_Label_API_Name__c - enter header text for the section.

    • LY_Order__c - enter the order in which the section should appear on the layout.

    • LY_Layout_Type__c - look up and associate the LY_Layout_Type__mdt record that you created in step 1 to this LY_Layout_Type__mdt record.

    Visit Layout Section.

  2. Create a LY_Layout_Field__mdt record for each field that should display on the layout. Key fields include:

    • mvn__LY_Layout_Type__c - lookup and associate the LY_Layout_Type__mdt record that you created in step 1 with this LY_Layout_Type__mdt record.

    • mvn__LY_Field__c - lookup and associate the appropriate LY_Field__mdt record with this LY_Layout_Type__mdt record.

    • (Optional) LY_Layout_Section__c - enter the DeveloperName of the LY_Layout_Section__mdt that you want the field to be in. Layout Fields not associated with a section are automatically placed in a section at the bottom of the layout.

    Visit Layout Field.

Layout editor toolbar​

For each layout, the layout editor toolbar identifies the layout type in use and provides a way for you to refresh the layout and open the relevant layout type custom metadata record in a new browser tab. The layout editor toolbar displays when you hover over the top right corner of a layout.

Note: The LY_Layout_Editor custom permission grants access to the layout editor toolbar.

Metadata​

The primary metadata used to manage document layouts include:

  • Field (mvn__LY_Field__mdt) - manages fields. Every record is a pointer to a custom field defined on LY_Document_Version__c and can be displayed in a Layout.

  • Layout (mvn__LY_Layout__mdt) - manages layouts. Each Layout record refers to a specific location in the application.

  • Layout Fact (mvn__LY_Layout_Fact__mdt) - articulates how the rules engine should process layout criteria (mvn__LY_Layout_Type__mdt.mvn__LY_Criteria__c) for custom and standard objects.

  • Layout Field (mvn__LY_Layout_Field__mdt) - connects the Layout Type and Field custom metadata types. Layout Field records control which fields appear on a layout.

  • Layout Section (mvn__LY_Layout_Section__mdt) - groups fields on a layout into sections. Layout Section records are associated to Layout Type (LY_Layout_Type__mdt) and Layout Field (LY_Layout_Field__mdt) records. Associated Layout Type records determine when a section should be used and connect the section to a Layout (mvn__LY_Layout__mdt), and associated Layout Field records define the fields that are part of a section. Layout Field records not associated with a section are automatically placed in a section at the bottom of the layout.

  • Layout Type (mvn__LY_Layout_Type__mdt) - displays and captures data specific to the type of document or task being managed. For example, since FAQs and Corporate documents have different metadata requirements, you can configure the LY_Document_Edit_Metadata layout to render the FAQ_Edit_Metadata layout type for FAQ document types and the Corporate_Edit_Metadata layout type for Corporate document types. In other words, LY_Layout_Type__mdt records determine when layout types should be used.