In this article we'll look at customization of your page to adjust which fields are included and where. We'll also cover Quick Actions, Mobile & Lightning Actions, Related Lists, and more.
Accessing Page Layouts
Go into Setup > Object Manager, then select the object in question. Click Page Layouts on the left, then select a Record Type from the list.
Field Management
As shown above, simply drag and drop fields that are available in the Fields menu at the top. If the field is a darker shade with bold text, the field is not yet used on your current page layout. If it's lighter shade with lighter text, the field is already on your page.
- Want to remove a field from the layout that you aren't using? Simply click the [-] icon when hovering over the field. This will send the field back to the available fields section above.
- Want to create a new field that doesn't yet exist? Read more about creating custom fields.
Mobile and Lightning Actions
This area controls the buttons that appear in a record. Follow the steps found under Accessing Page Layouts section of this article. Once you are in the Page Layout you want to adjust, locate Mobile and Lightning Actions. See the video below for more details.
Related Lists
Follow the steps found under Accessing Page Layouts section of this article. Once you are in the Page Layout you want to adjust, locate Related Lists. See the video below for details on how to edit the fields that are displayed in a Related List.
Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about Page Layouts.
