Question

Copy OOB Page Setup

How can you copy the Out of Box section page setups to create different views?  For example, I want to have two views of cases depending on if it's an Incident or Service request.  I want to maintain most of the out of box fields (i.e. auto numbering and tab setups) for both and only want to change a couple fields. Also, I want to do this with Contacts and Accounts if there's a different way depending on the section.

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Dear Melanie,

To do that you need to have your account or contact page in "Custom" package (in other words you need to have it customized) and find the schema of the edit page in configuration (System designer->Advanced settings->Configurations). The schema should be named like Account1Page or UsrAccount1Page (Contact1Page/UsrContact1Page). Open the schema and change parent object to "Account edit page" (for accounts) or "Contact edit page" (for contacts) http://prntscr.com/mo3dgw and save the schema. After that go to the section and refresh the page and open a record after that. As a result you will have all your customizations on both edit pages.

Best regards,

Oscar

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