Creating and Assigning Page Layouts

In this lesson, you will learn how to create and assign Page Layouts within SAP Sales Cloud and SAP Service Cloud Version 2. Page Layouts are an important element of In-App Extensibility. They allow administrators to customize the user interface to meet the specific needs of different business roles and user groups without changing the underlying application code.

While the Main Layout ensures a consistent baseline experience for all users, it is often necessary to adapt the user interface to reflect varying responsibilities, regional requirements, or specific business process needs. By creating dedicated Page Layouts and distributing them through assignment rules, administrators can control which users see which user interface.

This approach enables delivering a more targeted, efficient, and user-centric experience by aligning the UI with specific roles, contexts, and workflows.

A Page Layout is a customizable template that determines which fields, sections, and tabs are visible to users for a specific business entity, such as Opportunities, Leads, Accounts, or Cases. Page Layouts let you optimize the user interface for each business role, ensuring users see only the information and actions relevant to them.

It’s important to differentiate between the Main Layout and Page Layout, as they have different roles and are managed at separate levels within the system. Understanding their unique purposes ensures more effective customization.

• The Main Layout serves as the global template and is managed by global administrators with system-wide control. It defines the default structure and content for all users.
• Page Layouts are local templates managed by administrators with restricted access limited to specific organizational units, regions, or functional areas. These layouts can override the Main Layout for specific roles or scenarios, enabling more detailed customization.

Each Page Layout can be assigned to one or more business roles. For example, a sales representative might focus on deal progress and customer communication, while a service agent focuses on case details and SLA (Service Level Agreement) tracking.

Assigning the correct Page Layout to each user is essential. In SAP Sales Cloud and SAP Service Cloud Version 2, assignment rules allow administrators to dynamically assign Page Layouts. They can use attributes such as business roles, organizations, or individual users. This ensures that every business role or user group experiences the most relevant interface.

Rules can be based on user, business role, or organizational unit. For example, you might assign a different Page Layout to sales managers compared to sales representatives.

The Page Layout assignment relies on rule-based logic that evaluates specific conditions to determine which Page Layout is assigned to each user. These assignment rules use criteria-based conditions to automatically match users with appropriate Page Layouts based on their business roles, organizational units, and other contextual attributes.

• Use conditions to specify when a rule applies. For example:
  • Business Role = "Sales Rep"
  • Organizational Unit = "North America"
• Rules can be as simple or as complex as your business needs.

If multiple conditions apply, the system uses the condition priority and the Match Any or Match All logic to resolve which layout is shown. Match Any is recommended for flexibility and to avoid leaving users without an assigned layout.

You can add multiple conditions within a condition group. By default, all conditions in the same condition group must be fulfilled for the rule to apply.

If needed, an additional condition group can be created by using New Condition Group button. These groups are evaluated using OR logic by default, meaning the rule applies if at least one group of conditions is fulfilled.

Each user can have only one active Page Layout, determined by precedence. If multiple Page Layouts match a user, the one positioned highest in the list is applied. This order can be adjusted using drag and drop functionality.

When assigning layouts, consider how each business role interacts with the system and what they need to perform effectively. Ensure that the Page Layouts align with business role permissions and responsibilities. For example, a service manager might need access to escalation actions, while a service agent focuses on resolution steps.

Some users may hold more than one business role, so the system must evaluate all relevant rules to determine the correct layout.

• If a user has multiple business roles, the system will evaluate all applicable rules.
• Use Match Any condition to ensure a Page Layout is assigned if the user matches any of the rule criteria, avoiding assignment failures.

Page Layouts inherit settings from the main layout unless they are specifically overridden. You can use this feature to ensure consistency while allowing for role-specific customization.

If the same UI element is modified in both the main layout and the custom Page Layout, the configuration defined in the Page Layout takes precedence. For example, if a field is set to be visible in the main layout but explicitly hidden in a Page Layout, it will be hidden for users assigned to that Page Layout.

In contrast, non-conflicting changes are combined. Settings defined in the main layout, such as general visibility rules, apply to all pages unless they are specifically overridden in a Page Layout. This maintains a balance between global consistency and targeted flexibility when designing user-specific interfaces in SAP Sales Cloud and SAP Service Cloud Version 2.

The following video demonstrates the main steps involved in working with Page Layouts in SAP Sales Cloud and SAP Service Cloud Version 2. It covers how to create and use Page Layouts, define assignment rules, and assign these rules to Page Layouts to control which users see which user interface.

• Page Layouts enable role-specific UI customization in SAP Sales Cloud and SAP Service Cloud Version 2.
• Custom Page Layouts are created and adapted to meet the needs of different user groups.
• Layout changes are configured using the adaptation mode without modifying the underlying application code.
• Assignment rules link Page Layouts to users based on defined criteria such as role, country, and territory.
• AND logic applies within a condition group; OR logic applies across multiple condition groups.
• Multiple rules can be assigned to a single Page Layout (evaluated with OR logic).
• Only one Page Layout is applied per user, determined by layout precedence.
• Precedence is controlled by the order of Page Layouts in the system.