> ## Documentation Index > Fetch the complete documentation index at: https://support.fieldko.com/llms.txt > Use this file to discover all available pages before exploring further. # Record Pages, Layouts, and List Views > Understand the Lightning record pages and page layouts FieldKo installs, which one controls the FieldKo Atlas app, and how to set up list views for managers. FieldKo records have 2 kinds of screen definitions, and they control different places: * **Lightning record pages** control what managers and admins see when they open a record in Salesforce on desktop. * **Page layouts** control the fields, sections, and related lists in the FieldKo Atlas app, and the record detail on desktop. Knowing which one to change saves you from editing a Lightning page and wondering why reps don't see the change. This page explains both, and how to set up list views for managers. ## User Permissions Needed | To do this | You need | | - | - | | Edit page layouts and Lightning record pages | Customize Application | | Run the Metadata Collector | FieldKo Manager Permission Set and FieldKo Native Permission Set | | Create list views that other users can see | Manage Public List Views | ## Which One Controls the FieldKo Atlas App | You Change | Changes Desktop Salesforce | Changes the FieldKo Atlas App | | - | - | - | | Page layout: fields, sections, read-only and required settings, related lists | Yes, where the Lightning page uses the record detail | Yes, after you run the Metadata Collector and reps run **Reset Sync** | | Lightning record page: tabs, components, Dynamic Forms field sections | Yes | No | | Compact layout | Yes (highlights panel) | No | | List view | Yes | No. The app's lists use the **List View Fields** in **Objects To be Fetched**. | The app reads the page layout assigned to each rep's profile and the record's record type. To show reps a different layout without changing their profile assignment, add a **FieldKo Layout Override** record. See [Page Layouts](/admin/configuration-reference#page-layouts). If you move a Lightning page to Dynamic Forms, the field sections on the Lightning page stop following the page layout on desktop, but the FieldKo Atlas app still follows the page layout. Keep the page layout up to date for reps, even when managers never see it. ## Lightning Record Pages Depending on your package versions, FieldKo installs Lightning record pages for its main objects. Most of them show the standard record detail (from the page layout), related lists, and one or more FieldKo components. | Object | Lightning Page | What It Adds | | - | - | - | | Visit | **Visit Record Page** | Tabs for details and related records, the Chatter feed, activity, and on some versions a visit map and task completion list | | Account | **Account Record Page** | A store location map | | Attendance | **Attendence Record Page** | A map of the rep's location history, and related visits and pack-outs | | Pack Out | **Pack Out Record Page** | The pack-out photos | | Task | **Task Record Page** | Record detail and related lists | | Task Survey | **Task Survey Record Page** | The survey's answers in a related list | | Sync Detail | **Sync Detail Record Page** | Record detail | | Survey, Question | **Survey Record Page**, **Question Record Page** | Related lists such as the survey's questions, task surveys, and visit template entries, and the question's follow-up questions and attachments | You can't edit a Lightning page that's installed by a managed package. To change one, open it in Lightning App Builder, click **Clone**, change your copy, and then activate the copy for the apps, record types, and profiles you choose. Package upgrades don't change your copy, so check FieldKo's release notes for new components you might want to add to it. Useful changes for managers: * Use Dynamic Forms on your copy to show fields such as **Check In Compliance Reason** and **Distance From Account to Checkin (km)** only when they have a value. * Add a **Related List - Single** component for **Tasks** on the Visit page, showing **Status**, **Task Type**, and **Reason For Incompletion**. * On Account, add a related list of **Visits** sorted by **Planned Start**, so managers see visit frequency at a glance. To learn how to clone and activate pages, see the [Lightning App Builder](https://trailhead.salesforce.com/content/learn/modules/lightning_app_builder) module on Trailhead. ## Page Layouts Page layouts that a package installs are yours to edit in your org, and package upgrades don't overwrite your changes. Upgrades also don't add new packaged fields to layouts you already have, so after an upgrade, check the release notes and add any new fields reps need. FieldKo uses record types to switch layouts as work progresses. Visits have the **Not Started**, **In Progress**, **Completed**, and **Cancelled** record types, and tasks have **Not Started**, **In Progress**, and **Completed**. Each record type can have its own layout. For example, a field you add only to the In Progress visit layout appears in the app only while the rep is checked in. See [Record Types and Validation Rules](/platform/customize/record-types-and-validation-rules). To change what reps see: 1. Edit the page layout assigned to the reps' profile for each record type they use. To find it, from Setup, open **Object Manager**, select the object, and then click **Page Layouts** and **Page Layout Assignment**. 2. Rerun the Metadata Collector. See [Run the Metadata Collector](/admin/offline-data#run-the-metadata-collector). 3. Ask reps to tap **Sync**, and then run **Reset Sync**. For the full steps, including field-level security and picklists, see [Add Fields and Picklists to the Mobile App](/platform/customize/fields-in-the-app). ## List Views for Managers After install, FieldKo objects have only an **All** list view (**All Visits** on Visits). Create list views that match how managers work, and share them with a manager public group. | Object | List View | Filters | | - | - | - | | Visits | Today's Visits | **Planned Start** equals TODAY | | Visits | Missed This Week | **Planned Start** equals THIS WEEK, **Status** equals Not Started, **Planned End** less than NOW | | Visits | Cancelled This Month | **Status** equals Cancelled, **Planned Start** equals THIS MONTH. Show **Reason For Incompletion**. | | Visits | Out-of-Policy Check-Ins | **Check In Compliance Reason** not equal to blank | | Sync Details | Failed Syncs Today | **Sync Status** equals Failed or Partial Sync, **Created Date** equals TODAY | | Attendance | Today | **Created Date** equals TODAY | List views follow sharing, so each manager sees only the records they can access. For how managers see their team's records, see [Set Up Manager Visibility](/platform/access/manager-visibility). ## See Also * [Add Fields and Picklists to the Mobile App](/platform/customize/fields-in-the-app) * [Control What Syncs to the App](/admin/offline-data) * [Page Layouts](/admin/configuration-reference#page-layouts) * [Customize the FieldKo App and Home Page](/platform/customize/app-and-home-page) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.