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Try It Out: Customize the Review Object's Page and Search Layouts

First, let's update the page layout of the Review object so that the Assessment text field is in a single column section of the same name.

  1. From Setup, enter Objects in the Quick Find box, then select Objects.
  2. Click Review.
  3. In the Page Layouts related list, click Edit next to Review Layout.
  4. Drag a new section just below the System Information section. The Section Properties dialog box opens.
  5. Name the section Assessment, and configure it to contain one column.
  6. Drag the Assessment and Rating fields into the Assessment section.
  7. Click Save.

Now, let's configure our Review search layouts so that reviews are always displayed with the associated job application, position, and candidate.

  1. In the Search Layouts related list on the Review object detail page, click Edit next to Lookup Dialogs and add the following fields:
    • Review Name
    • Rating
    • Job Application
    • Candidate
    • Position
    • Created Date
  2. Repeat for the Search Filter Fields layout.

To update the Reviews related list that appears on the Job Application detail page, we'll have to edit the related list directly on the Job Application page layout. This is different from how we added fields to the Job Application related list on the position and candidate detail pages because the Review object doesn't have an associated tab, and therefore, doesn't have a tab search layout. Remember—the tab search layout is responsible for both the fields that appear in the list on the tab home page and the default fields that appear in related lists on other object detail pages.

The tab search layout is responsible for the fields in the related list layout only if the related list properties have not been modified on other objects' page layouts. For example, if you modify the properties of the Job Application related list on the Position page layout, those changes will always override the field specifications of the Job Application tab search layout.

Note

Because the Review object doesn't have a tab search layout, we have to set those fields another way.

  1. From Setup, enter Objects in the Quick Find box, then select Objects.
  2. Click Job Application.
  3. In the Page Layouts related list, click Edit next to Job Application Layout.
  4. On the Job Application page layout, locate the Reviews related list and click the wrench icon (Wrench icon) to edit its properties.
  5. On the Related List Properties dialog box, add the following fields to the Selected Fields box:
    • Review Name
    • Rating
    • Candidate
    • Position
    • Created Date
  6. From the Sort By drop-down list, choose Review Name.
  7. Click OK.
  8. Click Save on the page layout edit page.