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Deepu Sandeep
Modifying existing pagelayout
How can I modify an existing page layout so that the page layout assigned to managers display
Cases
Acitivity History
Notes and Attachments
Partners
If the page layout is assigned to sales rep those above mentioned related lists should not be display . Is there any way to achieve this ?
Cases
Acitivity History
Notes and Attachments
Partners
If the page layout is assigned to sales rep those above mentioned related lists should not be display . Is there any way to achieve this ?
Each profile can be assigned a different layout for the same object. All you need to do is create one layout that includes those related lists for your managers and then create a second one without those related lists for the sales reps.
Assigning layouts to each profile is easy...I'll use Accounts as an example. Go to Setup -> Customize -> Accounts -> Page Layouts. Click the 'Page Layout Assignment' button at the top of the page and then the 'Edit Assignments' button on the next page. Select your profile and then choose the layout it should use from the drop down list.
Hope that helps!
All Answers
https://help.salesforce.com/apex/HTViewHelpDoc?id=customize_recordtype.htm&language=en
http://help.salesforce.com/apex/HTViewHelpDoc?id=creating_record_types.htm
Each profile can be assigned a different layout for the same object. All you need to do is create one layout that includes those related lists for your managers and then create a second one without those related lists for the sales reps.
Assigning layouts to each profile is easy...I'll use Accounts as an example. Go to Setup -> Customize -> Accounts -> Page Layouts. Click the 'Page Layout Assignment' button at the top of the page and then the 'Edit Assignments' button on the next page. Select your profile and then choose the layout it should use from the drop down list.
Hope that helps!