Understanding Application and Record Layouts

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Last updated: Sept 27, 2024
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Layout Creation

In this section, you will learn what information is needed to create a layout, including:

Create New Layout.png
Create a New Layout

Attribute

Description

Attribute

Description

Label

Allows to specify the label or name for the layout.

Name

Allows to provide a unique API name for the layout.

Type

Allows to specify the layout type:

  1. Application

  2. Record

Object

Allows to select the object that will be associated with the layout.

Notes:

  • This option is only available if you choose Record as the layout type.

  • The objects displayed are based on end user's profile settings

Layout Type:

In this section, you will learn about the two distinct types of layouts:

Type

Application Layout

Record Layout

Type

Application Layout

Record Layout

Purpose

Allows building applications that do not require record IDs for execution.

Allows building applications that require record IDs for execution.

Usage

Once you structure and publish an Application Layout, you can add it to:

  1. Home Lightning Page

  2. Home/Non-Object Experience Page

After structuring and publishing the layout, you can add it to:

  1. Record Lightning Page

  2. Object Experience Page of the selected object

Note: When creating a Record Layout, you need to select the associated object.

Difference Between Application and Record Type Layouts

Type

Application Layout

Record Layout

Type

Application Layout

Record Layout

Form Component with Predefined Actions

Does not include any predefined components.

The form component includes default action buttons such as:

  • Save

  • Save & New

  • Cancel

Model

Does not include any predefined models.

Provides a record model for the selected object, allowing you to:

  • Add fields to forms for performing CRUD operations on the object.

  • Create additional models as needed and bind them with other components for various requirements.

Variables

Does not include any predefined variables.

Lists variables that can be used to store temporary values.

Workflows

Does not include any predefined workflows.

Predefined workflows:

  • Save Record

  • Query Record

  • Save & New Record

  • Cancel Popup

Events

Does not include any predefined events.

This includes several events for communicating with other layouts, such as:

  • Save

  • Save & New

  • Cancel

Note: These predefined elements are locked and cannot be modified or deleted. They are provided as references to help you create new elements or you can use this template with some modifications, such as adding the required fields to the form, tailored to your needs.