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How take Standard Page layouts into use in Decisions

Last Updated: Apr 11, 2016 11:03AM EEST
With Fingertip 3.0 you are able to customize your decisions and their layout.
This will allow you a totally new level of customization for your decisions and also will help your organization take Fingertip into use as the decisions will be relevant for them.

This article will show you how to activate the layouts.
This article is done from Salesforce Classic layout, but can also be done in Lightning Experience.
 
  • First you need to locate the Fingertip Custom settings.
  1. Click Setup
  2. Search for custom
  3. Click Custom Settings
  4. Click Manage next to the Fingertip Settings
  • Set the needed custom setting to activate the Standard Layout
When you manage a custom setting you can choose at what level you want to set it.
There are 3 levels for the settings:
  • Organization Level
  • Profile Level
  • User Level
For this article we will keep it at the Organization level, but the setting is done exactly the same way when doing it at other levels.

  1. Click New for Organization Level
  2. Click New for Profile/User Level


There are multiple settings options but for this article we want to Focus on the Page Layout specific settings

  1. Check Enable Page Layout in Decision View
  2. Check Enable Page Layout in QCD
By checking these two checkboxes you will allow all Fingertip users to use the page layouts both when creating a decision as well as when viewing and editing a decision. Of course you can also check only the Check Enable Page Layout in Decision View, which means that the Creation of Decisions will stay at its simplest but then you can add new fields to the decision, which will be completed once the decision is created.

Next you need to create the decision layouts for your organization. You can find the article for this HERE.


Hope this was helpful!


 

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