Layout Review Checklist

Beginner

Perform a comprehensive layout quality review -- checking performance, accessibility, print readiness, security, and user experience against a 40-point checklist.

What you'll learn

How to systematically review layouts for performance, security, and UX
Specific checks that catch the most common layout production bugs
How to prioritize and document review findings
How to incorporate layout review into a development workflow

A layout review before releasing features to users catches problems that are expensive to fix later: slow load times, accessibility issues, broken print output, fields that expose data to wrong users, and interactions that confuse or frustrate users. This structured 40-point checklist covers every dimension of layout quality from performance to production readiness.

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Performance review checks

Run these checks before releasing any layout to production. Performance issues are invisible to developers on local machines but immediately noticeable to users on WAN connections.

TEXT

// Layout Performance Checklist:
// [ ] Layout load time tested on WAN (not just local): target < 2 seconds
// [ ] No unstored calculation fields with aggregate/SQL functions in visible display
// [ ] All portals: row limits set to visible count + scrolling enabled
// [ ] No portal sorts on unindexed fields
// [ ] Relationship match fields indexed (both sides)
// [ ] Hide Object When formulas: no aggregates, no ExecuteSQL
// [ ] No more than 3 relationship hops in portal field references
// [ ] Layout tested with maximum expected found set size (not just 5 records)

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