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Visit Engagement iPad Layout Considerations

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Visit Engagement iPad Layout Considerations

The Visit Engagement page on iPad uses a hybrid architecture where app code controls some sections and Salesforce metadata controls others. Knowing what you can configure helps you plan changes and set accurate expectations with your field users.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.

What You Can Configure

The following customizations don't require app engineering changes and use standard Salesforce admin tools:

  • Fields: Add or remove fields in the Visit Information section by editing the Visit or ProviderVisit page layout. Use record-type-specific layouts to show different fields for different visit types.
  • Field visibility: Control which users see which fields by using field-level security.
  • Record types: Assign record types to customize the Visit Engagement experience for different user roles or visit workflows.
  • Labels: Rename object, field, and tab labels by using Rename Tabs and Labels in Setup, where supported.
  • Business settings: Configure visit validations and behavior in Visit Settings in the Admin Console.

Limitations on iPad

iPad Visit Engagement has constraints that don't apply to the desktop site:

  • The Next Visit Objectives section always shows the Provider Visit Next Visit Objective Type and Provider Visit Next Visit Objective fields, regardless of where you place them in the page layout. Only these fields appear in this section.
  • Moving a field between major sections, for example, from the Visit Information header to a related area, requires app engineering changes rather than just a page layout edit.
  • Salesforce intentionally excludes some fields from the Visit Information header and shows them in dedicated sections instead.
  • To ensure consistent layout behavior between the iPad and the desktop site, align your configurations.
  • The Visit workflow design determines the arrangement of fields in the Visit Information header and related sections. To change these layouts, modify the app code rather than using page layout configuration alone.
 
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