{"id":101,"date":"2018-08-23T14:09:36","date_gmt":"2018-08-23T13:09:36","guid":{"rendered":"http:\/\/sagefinancialsknowhow.com\/?p=101"},"modified":"2018-08-31T12:02:59","modified_gmt":"2018-08-31T11:02:59","slug":"page-layouts-in-sage-financials","status":"publish","type":"post","link":"https:\/\/sagefinancialsknowhow.com\/page-layouts-in-sage-financials\/","title":{"rendered":"Page Layouts in Sage Financials"},"content":{"rendered":"

 <\/p>\n

\"Sage<\/p>\n

If you have ever struggled to change the layout of the pages in Sage Financials you should find this article useful. It not only explains how to make it work but also why it works that way.<\/p>\n

Two kinds of Components<\/h2>\n

Sage Financials uses Salesforce \u2018Lightning Record Pages\u2019 to display records. From any record page you can click on the ‘cog’ menu and select ‘Edit Page’ to open the \u2018Lightning Record Page Editor\u2019<\/p>\n

\"\"<\/p>\n

Lightning Record Pages are made up of \u2018Lightning Components\u2019, some of which are standard Salesforce components and some a custom Sage Financials. \u2018Tabs\u2019, \u2018Record Detail\u2019 and \u2018Related Lists\u2019 are Salesforce components, \u2018Related List View\u2019 and \u2018Data Form for Journals\u2019 are Sage components.<\/p>\n

Sage use their custom components to provide enhanced UX through better interactivity – eg. changing what field you see depending on what data you enter.<\/p>\n

You can see these different components by going to a record (eg: a Journal), clicking the ‘cog’ menu and choosing \u2018Edit Page\u2019.<\/p>\n

Two kinds of Page Layouts<\/h2>\n

You can change some parameters of Lightning Components, but you can\u2019t change the field layout. The really confusing thing is that Classic \u2018Page Layouts\u2019 control the layout of Lighting \u2018Record Detail\u2019 and \u2018Relates Lists\u2019 components.<\/p>\n

So you CAN change the field layout for \u2018Record Detail\u2019 and \u2018Related Lists\u2019 components, but you use the Classic \u2018Page Layout\u2019 to do it\u2026<\/p>\n

But you CANNOT change the field layout within Sage custom Lightning Components.<\/strong><\/p>\n

Two kind of Page Assignment<\/h2>\n

You can also have multiple \u2018Lightning Record Pages\u2019 for a single object, and multiple \u2018Page Layouts\u2019 for a single object. Which one is used is controlled in two different ways:<\/p>\n

Classic Page Layouts<\/em><\/h4>\n

You can \u2018Assign\u2019 Page Layouts to different User Profiles, which enables you to control the field order, who sees what and who can edit what. (You can also do this by Record Type \u2013 but that\u2019s another story…)<\/p>\n

Lightning Record Pages<\/em><\/h4>\n

Which Lightning Record Page you see is controlled by \u2018Activation\u2019 (also called \u2018Assignment\u2019). But with Sage Financials’ pages this is further complicated.<\/p>\n

Sage Financials is a \u2018Managed App\u2019 which means that most of its objects, code, layouts etc. cannot be edited. So when you edit a Lightning Page and click [Save], instead of overwriting the Sage page, it creates another, and asks you to setup the \u2018Activation\u2019. If you don\u2019t change the Activation, the old page will still be the one assigned, and it appears as if your edits have been lost.<\/p>\n

There is a hierarchy in the way \u2018Activation\u2019 works. The highest level is \u2018Org Default\u2019 followed by \u2018App Default\u2019 and then \u2018App, Record Type & Profile\u2019. In choosing which page to display, Salesforce starts at the bottom, if it can\u2019t match by \u2018App, Record Type & Profile\u2019 it will try to match by \u2018App Default\u2019 and finally, if all else fails, by \u00a0\u2018Org Default\u2019.<\/p>\n

Sage Financials defines their Lightning Record Page Activation by \u2018App Default\u2019 (assigned to the \u2018Financials\u2019 App) and by Org Default. So if you just activate your page using \u2018Org Default\u2019 it will be trumped by \u2018App Default\u2019.<\/p>\n

You have to set \u2018Activation\u2019 at the \u2018App Default\u2019 level for \u2018Financials\u2019.<\/strong><\/p>\n

There is one hickey: when you set the \u2018App Default\u2019 for your page, the original page retains it \u2018App Default\u2019 when the list of Lightning Record Pages is viewed. I don\u2019t think it used to do this, so could be a little bug in Salesforce, but sometimes I\u2019ve had to clone the Sage Financials page to get the Activation right\u2026<\/p>\n

Adding Custom Fields to Transaction & Journal pages<\/h2>\n

You can add custom fields to Transactions (Invoices & Credit Notes) or Journals through the Salesforce Object Manager in Setup.<\/p>\n

Then you have to revert to Salesforce Classic to edit the ‘Field Sets’ in each object to make the field appear in the page. See Sage Customer Community<\/a>.<\/p>\n

I hope\u00a0you found this useful, and please\u00a0register to receive regular updates from Sage Financials\u00a0knowhow<\/em><\/a>.\u00a0<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

  If you have ever struggled to change the layout of the pages in Sage Financials you should find this article useful. It not only explains how to make it work but also why it works that way. Two kinds of Components Sage Financials uses Salesforce \u2018Lightning Record Pages\u2019 to display records. From any record Read more about Page Layouts in Sage Financials<\/span>[…]<\/a><\/p>\n","protected":false},"author":1,"featured_media":86,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[6],"_links":{"self":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/101"}],"collection":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/comments?post=101"}],"version-history":[{"count":0,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/101\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media\/86"}],"wp:attachment":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media?parent=101"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/categories?post=101"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/tags?post=101"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}