Convert Page Layouts for Case Feed Users to Case Page Layouts
- From the object management settings for cases, go to Page Layouts.
- Click next to a layout in the Page Layouts for Case Feed Users list and choose Convert to case page layout.We recommend using this option so you can review theconverted layout before you delete the original, but to save time,you can choose Convert to page layout and delete.
- The converted layout appears in the Case Page Layouts listwith the prefix Converted:. Click Edit nextto it.
- In the page layout editor, confirm that the layout includesthe elements you want. To see and edit what’s included in thefeed view, including feed filters and sidebar components, click Feed View.
- Once you’re happy with the case page layout, click Page Layout Assignment in the Case Page Layouts listto assign it to the appropriate user profiles.Note Forcustom profiles with the Use Case Feed permission,or profiles with permission sets that include Use Case Feed, these page assignments won’t take effect until you removethe permission or permission set. If your organization was createdbetween Winter ’14 and Spring ’14, you can’tremove Use Case Feed from standard profiles,so these assignments won’t take effect until you delete allof your page layouts for Case Feed users.
- Click next to the older version of the layout in the Page Layoutsfor Case Feed Users list and choose Delete. In theconfirmation that appears, click OK.
- If there are users assigned to the layout you delete, you’reprompted to choose another layout as a replacement. This is only aformality: Once you assign users to a case page layout, that’swhat they’ll see.