Published at: 2025-10-30

Create/Edit Page Layout


2. Create/Edit Page Layout - Desktop

The create/edit page layout has a default state, with a three-column structure (left, center, right) identical to the detail page.

2.1 Default State of Create/Edit Page Layout

The create/edit page layout is disabled by default and uses the detail page layout. Once enabled, this action cannot be undone.

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The left side of the layout configuration interface primarily consists of two sections: components and field information.

  • Supported component types include:
    • General Components: Platform-preset universal components available for all custom objects
      • Headers & Buttons: Configure label visibility and the number of exposed buttons
      • Form Components: Highlight specific fields for entry/modification
      • Table Components: Create tables with specified rows/columns for comparative data display
      • Related Lists: Batch create associated objects
      • Containers: Same functionality as detail page

2.3 Content Display Area

The center interface shows the page preview:

  1. Drag components directly onto the page for setup
  2. Configure field visibility settings

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2.4 Configuration Area

Note: The right-side interface includes global settings and component configurations.

2.4.1 Global Settings

Configure fundamental page layout properties: - Quick navigation visibility - JS plugin selection (Desktop/Mobile) - Field alignment (Left/Center/Right)

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2.4.2 Component Settings

  1. Headers & Buttons
    • Configure title display (Object name or Record Type)
    • Toggle button visibility for column adjustment
    • Manage standard button visibility
  2. Form Components
    • Set default column layout (1-4 columns)

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  1. Table Components
    • Configure rows/columns
    • Toggle title/border/background visibility
    • Merge cells and set background colors

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  1. Related List Components
    • Create/configure fields linked to Primary Object
    • Set mandatory field requirements
    • Configure standard buttons

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  1. Text Box Components
    • Set component names
    • Configure name visibility
    • Input text content

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3. Create/Edit Page Layout - Mobile

Mobile configurations inherit desktop settings with additional independent options:

  • Global Settings: Field alignment customization
  • Component Settings:
    • Quick positioning component sorting
    • Form component field visibility
    • Business component styling (display format, title fields, Images visibility)
    • Standard button management

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4. FAQ

4.1 Why aren’t list page updates reflected after editing object data?

Approval workflows may be configured. Data updates only occur after approval.

4.2 Why don’t UI events successfully hide Sub-object fields (values appear read-only/invisible)?

UI events can only hide Sub-object values, not entire columns. Table headers cannot be dynamically rendered for multi-row data.

4.3 Why do lookup associations appear in create pages but not edit pages?

The “Create Primary Object with Associations” feature is currently limited to creation only.

4.4 Mobile - Where are Sub-object exposed fields configured?

Unsupported field types: Rich text, collaborative rich text, attachments, large attachments

Field priority: 1. Primary Object layout exposed field config (max 15 fields) 2. Sub-object mobile summary layout (top 8 fields) 3. First 6 fields from Sub-object form (if no layout configured)

Configuration locations:

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4.5 Why are owner and Dept. fields hidden during editing?

System design prevents accidental changes. Use “Change Owner” button for modifications. Dept. automatically updates based on owner.

4.6 Why does saving layouts show “xxx option doesn’t exist”?

Scenario analysis: - Parent field sync only: “Sub-option xxx field missing” - Child field sync only: “Option xxx doesn’t exist”

Solution: Synchronize both parent and child fields simultaneously.

4.7 Why doesn’t pasting Sub-object data trigger UI events?

Excel data pasting into Sub-object tables doesn’t currently support UI event triggering.

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4.8 Why is there no left-side quick navigation?

  1. Verify layout activation status
  2. For multiple groups:
    • Check backend group visibility settings
    • Confirm fields are editable (non-editable groups won’t display)
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