Configuring Layout Profiles

Layout profiles control the object layouts a user can see when viewing an object record detail page. If an object contains multiple layouts, a user cannot see the layouts until they are assigned to a profile and the profile is assigned to the user. If no profile is assigned to a user, they will see the default layout on all objects and object types.

Layout profiles are optional and there’s no requirement to include all object layouts in a profile. Use layout profiles to assign specific layouts to a user when multiple exist on an object and to assign multiple layouts to a user.

For example, say a user needs to view two versions of a Complaint record. You can create a layout for each version of the complaint, assign those layouts to a profile, then assign the profile to the user. When the user accesses the Complaint record, they will see an option to switch between both layouts.

Configuring Layout Profiles Demo

See below to watch a video tutorial on configuring layout profiles.

How to Access Layout Profiles

To open and edit a layout profile, navigate to Admin > Users & Groups > Layout Profiles. The Layout Profiles page contains all layout profiles within your Vault.

By default, an All Layouts profile is available. This profile contains all layouts in your Vault and can be assigned to users who need to see all layouts on all objects, such as Vault Owners, System Administrators, and Business Administrators. You cannot delete the All Layouts profile.

How to Create Layout Profiles

To create a layout profile:

  1. Navigate to Admin > Users & Groups > Layout Profiles.
  2. Click Create.
  3. Enter a Label for the layout profile.
  4. Enter the layout profile’s Name.
  5. Optional: Enter a Description for the layout profile.
  6. Optional: Select Active or Inactive from the Status drop-down. Active is selected by default.
  7. Click Save.

The layout profile is now added. You can begin assigning object layouts and users to the layout profile.

Editing Layout Profiles

Once you’ve created a layout profile, you can begin editing the profile details, viewing assigned users, and adding object layouts.

How to Edit Layout Profile Details

To edit the layout profile’s details:

  1. Navigate to Admin > Users & Groups > Layout Profiles.
  2. Click on a layout profile in the list.
  3. Click Edit.
  4. Make changes to either the Label, Name, Description, or Status field.
  5. Click Save.

Your updates are immediately saved to the layout profile.

How to Delete a Layout Profile

There are two methods to delete a layout profile:

  • On the Layout Profiles page, click a profile in the list to open it. Then, click Delete on the profile’s Details tab.
  • On the Layout Profiles page, click a profile’s Actions menu. Then, click Delete.

If there are users assigned to the layout profile, a warning will display alerting you that the layout profile is currently in use. If you continue with deletion, any users assigned to the layout profile will lose access to the layouts on the profile.

How to Use Save As Action

You can use a Save As action to save a copy of existing layout profiles as custom layout profiles.

To use the Save As action:

  1. Click Save As on a layout profile’s Details tab or from its Actions menu on the Layout Profiles page.

  2. Update the Label and Name field values.

  3. Optional: Update the Description or Status field values.

  4. Click Save.

The new layout profile is now available. Users are not copied from the original layout profile. You must manually add users to the new layout profile.

How to Add Users

The Users tab shows all users assigned to the profile.

To add a user:

  1. Navigate to Admin > Users & Groups > Layout Profiles > [Layout Profile] > Users.
  2. Click Add.
  3. Select users from the Search: Add Users window.
  4. Click Close.

The Users tab updates with the new user. Click Remove to delete users from the layout profile.

You cannot assign a layout profile to a group of users or a user role. Use Vault Loader to bulk assign individual users. You can also bulk edit users on the Vault Users page or User Object List page.

How to Add Layouts

To add an object layout to a profile:

  1. Navigate to Admin > Users & Groups > Layout Profiles.
  2. Click on a layout profile in the list.
  3. Select the Layouts tab.
  4. Click Add Layout.
  5. Select the object that contains the layout in the Select Object window.
  6. Click Continue.
  7. Select one or multiple layouts on the object or object type. You cannot select inactive layouts.
  8. Optional: Select Use for Create to use this layout whenever a user assigned to this profile creates a record on the object.
  9. Click Save.

Your selected layouts display in the list on the Layouts tab grouped by object. Click the pencil icon to add or remove the object’s individual layouts from the profile. Click the trash icon to remove an object and all its associated layouts from the layout profile.

If you add all layouts on an object to the profile, the object will not display again for selection in the Select Object window.

If an object or object type contains multiple layouts, the first layout in the list is the default layout users see on the record. Select each layout and click the Reorder slider to change the first layout.

Select Base Layout to display the layout from the base object type for selection. This option is available even if an object type contains no layout. An icon displays with the base layout to distinguish it from other layouts on the object type. However, the icon does not display on the base object type.

If an object type is inactive but its layout is active, you can select the layout.

To configure layout profiles, your security profile must grant the following permissions:

  • Admin: Layout Profiles: Read
  • Admin: Layout Profiles: Create
  • Admin: Layout Profiles: Edit
  • Admin: Layout Profiles: Delete
  • Admin: Object: Read