2440349 - Page Layout Changes are not Updated to the Business Roles

You have hidden some fields on a page layout, but the users assigned to that page layout can still view the fields.

1. Go to the Acitivities workcenter.
2. Go to the Appointments view.
3. Open the appointment ABC.(ABC represents appointment ID.)
4. Choose Adapt, and then select Edit Page Layout option.
5. Select XYZ from the Page Layout drop-down.(XYZ represents page layout name)
6. Hide the Primary Contact field from the Header.
7. Choose Adapt, and select Assign Page Layout option.

You can see that the business role DEF is already to the page layout XYZ. So you exit and end the layout changes.(DEF represents business role name)

1. Now, login as the user DEF-1(DEF-1 represents the user ID belonging to the business role DEF).
2. Go to the Acitivities workcenter.
3. Go to the Appointments view.
4. Open the appointment ABC.
5. The Primary Contact field is visible on the appointment Header.

 

 

Though the page layout is already assigned to the business role, any additional changes done to it must be saved. Else, the changes will not reflect to the business roles.

1. Go to the Acitivities workcenter.
2. Go to the Appointments view.
3. Open the appointment ABC.(ABC represents appointment ID.)
4. Choose Adapt, and then select Edit Page Layout option.
5. Select XYZ from the Page Layout drop-down.(XYZ represents page layout name)
6. Hide the Primary Contact field from the Header.
7. Choose Adapt, and select Assign Page Layout option.
8. Do some changes (ex: assigning and reassigning layouts for one business role for changes to get affect).
9. Choose the Save button.

NOTE: This is valid for all the UIs in C4C.

KBA , LOD-CRM-ACT , Activities , How To

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