2516720 - How to Make Page Layout Changes Take Effect on the UI

There is an already existing Page Layout ABC (ABC represents name) that is assigned to the Business Role DEF.
DEF is assigned to the user XYZ.

After making some new changes on an UI on which changes are not assigned to the layout ABC the user XYZ does not see the changes on the UI.

E.g. you are editing ABC and have hidden a field on the Ticket TI. When logging in with the user XYZ you can still see the hidden fields on the UI.

The below is the expected scenario:

1. Open the Activities work center.
2. Select the Appointments view and open any appointment.
3. On the Appointment TI select Edit Page Layout XYZ.
4. Hide fields (for example Primary Contact).
5. End layout changes.
6. Go to Assign Page Layout for Business Object Activity.
7. Without any instance type assign the page layout XYZ to the BR (Business Role) ABC and save changes.
8. Now log in with the user DEF that has the BR ABC assigned and navigate to any Appointment.
9. The user does not see the field Primary Contact on the Appointment TI.

The below is the scenario that describes the issue following the above steps:

10. On the Appointment TI hide some more fields on the page layout XYZ. (Note this is the dame UI as before)
11. Log in with the user DEF.

• Can the user see the fields which are hidden in the layout XYZ?
• No, the changes are reflected as this is what is intended. Correct behaviour as the page layout is active.

12. Open the Activities work center.
13. Select the Appointments view and select the New Quick Create. (Note this is a different UI)
14. Hide some fields in Quick Create in the page layout XYZ.
15. Go to Assign Page Layout for Business Object Activity
16. For the Business object Activity with no instance type the page layout XYZ has already been assigned to BR ABC.
17. Log in with the user DEF and open the Appointment New Quick Create.

• Can the user see the fields which are hidden in the layout XYZ?
• Yes, the changes are not reflected. This is the incorrect behavior as the page layout is active.

15. For the changes to get reflected for Appointment New Quick Create the following change needs to be done:
16. Revert the page layout for BR ABC from XYZ to Master and then back to XYZ. This step ensures that the page layout conditions are also written on Appointment New Quick Create.
17. Log in with the user DEF and open Appointment New Quick Create.

• Can the user see the fields which are hidden in the layout XYZ for Appointment New Quick Create?
• No, the changes are reflected as this is what is intended. This is the correct behavior as the page layout is active.

The changes made to a Page Layout on a different UI than the original do not automatically take effect.

Every time if the changes are done in the page layout on a new UI after the assignment of that page layout to a business role, the assignments should be reverted from that layout to master, saved and then assigned back to the page layout.

KBA , AP-RC-UIF-FLX , Page Layout & Key User Configuration , How To

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