Customize the Position Page Layout

Create Fields on the Position Object

You’ve limited the positions that individual hiring managers can create. Ling Wu would like the technical hiring managers to go deeper and specify the skills they’d like for their candidates to have, such as programming languages or operating systems.

To accomplish this, you can create a few new fields and a new page layout to reflect differences between technical and nontechnical positions.

First, create fields for Operating System and Programming Language.

1. If you’ve navigated away from the Position object, from Setup, click Object Manager and click Position.
   
2. Click Fields & Relationships, then New.
   
3. Select Picklist as the Data Type and click Next.
   
4. For Field Label enter Operating Systems.
   
5. Select Enter values, with each value separated by a new line and enter these values
   

• Windows
  
• Unix
  
• Mac
  

6. Click Next.
   
7. Select and deselect the Visible checkbox to clear the column, then select these profiles:
   

• Recruiter: Technical
  
• System Administrator
  

8. Click Next.
   
9. Deselect any checked page layouts, then click Save & New.
   

Now create a second new field.

1. Choose Picklist as the Data Type, and click Next.
   
2. For Field Label enter Programming Languages.
   
3. Select Enter values, with each value separated by a new line and enter these values:
   

• COBOL
  
• FORTRAN
  
• .Net
  
• Java
  
• PHP
  
• Perl
  
• Python
  

4. Click Next.
   
5. Select and deselect the Visible checkbox to clear the column, then select these profiles:
   

• Recruiter: Technical
  
• System Administrator
  

6. Click Next.
   
7. Deselect any checked page layouts, then click Save.
   

Work with Page Layouts

Next, create a new page layout for technical positions that shows the Operating System and Programming Language fields in a separate section.

1. While you’re still viewing the Position object in the Object Manager, choose Page Layouts.
   
2. Click New.
   
3. In the Existing Page Layout picklist, select Position Layout.
   
4. Enter Technical Position Layout as the Page Layout Name.
   
5. Click Save.
   
6. Drag Section from the palette and drop it just below the Position Detail section.
   
7. For Section Name, enter Technical Skills.
   
8. For Layout, select 1-Column.
   
9. Click OK.
   
10. Drag the Operating Systems and Programming Languages fields from the palette into the new Technical Skills section.
    
11. Click Save.
    

Finally, edit the page layout assignments for the Position object so the Recruiter: Technical and System Administrator profiles always use the Technical Position page layout.

1. Click Page Layout Assignment.
   
2. Click Edit Assignment.
   
3. For the Recruiter: Technical profile, click the cell in the Technical Position column.
   
4. From the Page Layout To Use picklist, select Technical Position Layout.
   
5. For the System Administrator profile, click the cell in the Technical Position column.
   
6. From the Page Layout To Use picklist, select Technical Position Layout.
   
7. Click Save.
   

Now you’ve created picklists that IT and Engineering hiring managers can use to indicate the specific skills required for the positions they create. You’re ready for the last step: enabling Chatter on the Review object to allow Ling’s HR team to communicate with one another about their potential hires.