Override a standard Salesforce Tab page layout

This tutorial shows how to override a Tab page. You can use a Skuid page as an override for the tab, list, view, edit, etc. actions for any SObject. For instructions on overriding a detail page, see Overriding a Detail Page. This page uses the example of a Contact tab page, but you can follow along with any object, standard or custom.

 

 

Step 1: Build a Tab page using the Skuid Page Builder and set it to override the appropriate Tab.

Step 1: Build a Tab page using the Skuid Page Builder and set it to override the appropriate Tab.
  • For Tab to Override, enter either the SObject Name (e.g. 'Account', 'Project__c') of the custom object tab, or the label (e.g. 'HelloWorld') of the Web/Visualforce tab, that you will be using this page as an override for.
  • If you need more info how to create a Tab Page, check out this lesson.
  • Save your page.

Step 2 (optional): Go to the Page Assignments tab.

Step 2 (optional): Go to the Page Assignments tab.

Use Page Assignments if you will want to (eventually) assign different versions of this page to specific objects and user groups.

However, if you want to override the standard page with only one Skuid Page, skip to Step 3.

Add a New Page Assignment for this page.

  1. Click Add.
  2. Start typing and choose the Object Type from the list.
  3. Select Tab as the Action Type.
  4. Applies To determines if this assignment will be the Organization Wide Default or only apply to specific profiles.
  5. You can also choose which Record Type this Page will apply to.
  6. Start typing the name of the Page you created in Step 1 and select it from the dropdown list.
  7. Click Save.

Step 3: Create a Visualforce page corresponding to the Skuid Page you created in Step 1.

1. Go into Setup.

2. Click on Pages (you can use the Quick Find box to help locate it).

3. Click New.

Step 4: Name the Visual Force page and enter the following Visualforce Markup:

Step 4: Name the Visual Force page and enter the following Visualforce Markup:

If you're using Page Assignments, copy and paste the following markup replacing Contact with the name of the page object (e.g. Project__c):

<apex:page standardController="Contact" recordSetVar="c" extensions="skuid.Redirects" action="{!redirect}?actionType=Tab&objecttype=Contact">

</apex:page>

  1. Make sure the standard Controller attribute value with the name of the SObject your page uses (e.g. Contact, Project__c, etc.).
  2. Set the action Type from the Page Assignment in Step 3. For this example, it should be Tab.
  3. Set the object Type from the Page Assignment in Step 3. For this example, it should be Contact.
  4. If this is a tab page or list page, make sure it includes recordSetVar="c". If it's not a tab page, you need to take this out.

**Note: If you're creating an override for a tab or list page, you must add the recordsetvar="c" property. If the page only accesses a single record, this property is unnecessary. Everything else can be left exactly as it is. This one Visualforce page will execute all of the Page Assignments detailed in the Page Assignments tab for the tab actions on the Contact object.

If not using Page Assignments, use the following markup:

 If not using Page Assignments, use the following markup:

<apex:page standardController="Contact" recordSetVar="c" extensions="skuid.Redirects" action="{!redirect}?page=ContactTab">

</apex:page>

  1. Set the standard Controller to the appropriate SObject (i.e. Contact, Project__c, etc.).
  2. After {!redirect}?, enter page= and then the name of the Skuid Page you created in Step 1

 

So, for a custom object called Project and a Skuid Page called ProjectList this would look like:

apex:page standardController=Project__c recordSetVar=c

extensions=skuid.Redirects action={!redirect}?page=ProjectList

/apex:page

Step 5: Save the page.

Step 5: Save the page.

Step 6: Open the "Buttons and Links" page for your primary page object.

  • For standard objects, click Customize > [Your Object] > Buttons and Links.
  • For custom objects, click Create > Objects > [Your Object] and on the custom object page, scroll down to the Standard Buttons and Links related list.

Step 7: Edit the Tab link.

Step 7: Edit the Tab link.

Note: You can also choose to override the List action as well.

Step 8: Set the override to the Visualforce page you created in Step 3-4 and click Save.

Step 8: Set the override to the Visualforce page you created in Step 3-4 and click Save.

Repeat Steps 6-7 for the Contact List action.

Success! Now when you click the tab, your Skuid page will be displayed.

Troubleshooting

  • In your VF page markup, try changing {!redirect}? to {!redirect}& or vice versa.
  • Email a description of your problem and your VF page markup to support@skuidify.com.
  • Ask a question and browse previous questions and answers in the Skuid Community.
  • You can also call 800-515-2535 to talk to a human about your problem.

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