Field Visibility on Multiple Page Layouts for Multiple Objects

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Presentation Description

In order to find which field is used on which layout, admin has to open each layout one by one and figure it out. With the BOFC app, user can get a matrix view (in xls) of fields which are used under multiple layouts. Visit - https://www.bofc.io

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Presentation Transcript

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Field Visibility on Multiple Page Layouts for Multiple Objects

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Field Usage on Multiple layouts In order to find which field is used on which layout admin has to open each layout one by one and figure it out. With the BOFC app user can get a matrix view in xls of fields which are used under multiple layouts. For Example “Field 1” is being used on “Case marketing layout” “Case support layout” but not used on “Case sales layout”. BOFC application can easy export fields which visible or not in single click on multiple layouts. This would help users to save time reduce manual effort and increase productivity. BOFC application has a simple user interface which is extremely self-explanatory and easy to use.

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Major Features of Field Usage on Multiple layouts ❏ Usage report can be extracted for multiple layouts in single click ❏ Usage report can be extracted for multiple objects in single click ❏ This features works for both Standard and Custom Objects ❏ Usage report shows data for multiple objects in form of multiple tabs one for each tab in single Xls sheet

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Steps to Export Matrix Report in Single Click: 1. Goto BOFC Application and click “Export Field Usage Matrix“ link as highlighted in below image

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2. It will open this below page 3. Select single or multiple objects and select “Export Field Usage” radio button. Once selected click on “Fetch Layouts”. It will display below screen with all the Layouts for selected objects.

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4. Select one or more layouts and click on “Click to Initiate Export” Kindly wait for status to change to “Completed”.

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5. Click “Download Matrix Report” link to extract matrix report for field usage for selected objects and selected layouts

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