Now that the critical database fields (primarily Relation and Calculation fields) are available in the New Record Experience, we are excitedly preparing many apps to be converted into the new (and far superior) record layout.
While working on this, the Record Layout feature is incredibly valuable for testing ideas and discovering what is actually possible.
There are several questions that keep coming up however, and Iâd like to see if @Tim, @Leo, or anyone else can offer official answers here.
Question 1: Is it possible to create a new field which is meant to be used in one specific layout and have it appear as hidden on the Main layout by default?
Example: Iâve been adding category fields for âSelect viewâ with rules to only show specific fields/sections of the record based on which option is selected.
This is helpful for building the desired ânew layoutâ, but unfortunately this new select view field now automatically shows up floating around as a visible field in the classic record layout, or the main layout in the new record experience.
The result is either A) confusion for regular users who donât know why this strange new field appeared in their app, or B) extra work to go and find/hide this new field in the main database.
https://www.loom.com/share/5e7fe6772aa148c889f5e368cfdae1d8
Question 2: Is it possible to delete a field from within an âalternate layoutâ rather than just removing it from that one layout?
I understand that the Main layout is the âdatabaseâ record and all other layouts are just skins to choose how to display the info available in this database.
But we have found that we often start to add new fields to accommodate ideas for the layout being developed, but later remove those fields in favor of a different approach.
(please cut us some slack here, we are running tons of experiments just to figure out what is possible here with these new features!)
The result is that back on the Main Layout, we end up having many âjunkâ fields floating around which actually arenât ever used or wanted in any of the layouts.
The problem is that it can feel disruptive to the flow, and cost extra time/work if we have to switch back and forth to the main layout every single time a field needs deleted not just removed from the current layout view.
https://www.loom.com/share/8223a3ccaf904ac297f3a6b35ff9c7f8
Question 3: Will it be possible for different users (preferably different groups of users) to be assigned or able to select from different layout options as their own default?
Example: Certain fields make the most sense to be prominent and visible to a Sales Team, but other fields are more important for a Customer Service user to see at quick glance.
It would be awesome to have separate Sales and Customer Service layouts built. But it seems only one layout can be set as the âdefaultâ layout for all users within an org. And only admin users with edit permissions can unlock an app and then toggle the option to view in a different layout.
Question 4: Will the documented limitation of âWe recommend a maximum of 100 fields per database or form appâ continue to be true in the new record layout?
I can understand the need to have size limits for various reasons, including page load performance.
But we are quickly finding many ideas that could bring segmented data into a central more useable spot with the new record layout. This can cause the field count per database to quickly balloon beyond 100 fields however.
Example: In a setup for a solar installation company, we have previously used a Projects app as the main page and then a set of related apps such as an Installation app, an Inspection app, and a Financing app that get created and related back to the main project. The benefit of this is to give specific teams their own area to see data thatâs only pertinent to them and to stay organized without having too many fields all crammed into the singular Project app.
Unfortunately, there are also several disadvantages to segmenting data in this way.
One example would be trying to run certain reports. It becomes impossible to cross filter when data points are stored in separate apps. AKA, we might want to see how many projects had a financing approval delay that also failed an inspection in the past quarter. Although that data is tracked in the system, we can only see financing delays from the financing app and failed inspection tags in the inspection app. But the combination of that data is not filterable from the primary project app, which would be necessary to ultimately answer our question. We have to take exported data into an Excel spreadsheet, then spend a lot of time combine and cross filter this info to get the answer.
All of that being said, if we could combine the idea that was mentioned in question one about using âselect viewâ category options for teams to focus in on what matters to them, or having pre-set layouts assigned to the different teams, it would allow different categories of users to still easily focus on the relative data to them, but still track the complete data picture from one database. All the data points in one app allows for superior cross-filtering success.
The nerdy side of me is excited that I could make that happen using this new layout in tape. However, I donât want to get too excited and go down that path if the 100 field limitation is a hard rule which would ultimately stop us from being able to track that much data all in one single app database.
It almost feels like the rules/limitations have to be adjusted in order to take full advantage of what this new layout is truly capable of.
If you made it this far, thanks for taking the time to read and consider my rambling ideas!
