Friday, 1 August 2014

How to create a Flexi Page?

   Flexible page is used to display object listviews  inside salesforce1. The advantage is flexible page can behave as custom Home page for your app in SF1.  It is added to the Navigation menu.  Once you click on  flexi page menu you can see object list view. You can add publisher actions inside the flexi page to show inside the flexi home page and do whatever stuffs you can do with the help of a visualforce page.
                                               
Below is a sample flexi page from my Dev org



   
Do not expect too much from a flexi page it is only for list view and for accommodating publisher actions.  Creating a flexi page is little different but it is easy. Its all about uploading an xml file into your org.

How to create a Flexible page?

Creating a Flexible page is as simple as downloading a zip and upload it to SF :) . Just you want do some modifications.

Here you can download the zip file to upload into your org.

Steps to upload  flexi pages.

1.  Login to your org.
2.  Login to workbench
3.  In workbench go to Migration Main menu and then Deploy sub menu.
4.  Choose the zip file you downloaded from here.
5.  Select single package and click next.
6.  Now click Deploy. Wait for SF asynchronus operation to finish.



 Now the flexi page along with required objects, layouts, publisher actions uploaded to your org.

Now There are few steps before you view your flexi page in SF1

In your org go to

1. Create-->Tabs--> flexi tabs (Once you uploaded flexi page only flexi tab section will appear)
2. Create new flexi tab.



To View the flexi page in SF1 do the following setup.

1. Under settings--> Mobile administration --> Mobile Navaigation.

 Your flexi page will appear under available items section. Move this as it comes under "Smart search items" and then click save.

Now you are ready to see the flexi home page under SF1.


Test the Flexible Page in Salesforce1

Open SF1 from mobile app or    '/one/one.app' from your browser.  Now under APPS section you can see the flexi tab you created.  The page will show you a list view with Delivery objects fields. This list view is depend on your Delivery object standard list view  named "Today's deliveries". If you add a column, delete column change sort order it will reflect in SF1 flexi home page.

     You can access the publisher action by clicking on the  '+' icon  bottom left. For this example there is a publisher action called New delivery to create a delivery record.


                                 


  
For more details please comment here or visit

http://www.salesforce.com/us/developer/docs/salesforce1/salesforce1_guide.pdf

1 comment:

  1. Hi Shebin,

    I have deployed Flexi zip file but did not find Flexi Page tab in salesforce org, i tried multiple time.

    can you let me what's reason of this.

    Sandeep

    ReplyDelete