10/29/2022 0 Comments Layouteditor usersDetermine whether fields are visible, read only, or required.Customize the order that the fields appear in the page details.Control which fields, lists of related records, and custom links users see.(2) Record’s page layout on the lower portion of the screen.Open the Page Layout Editor via: Setup » Object Manager » select an object to edit.Customize page’s contents (fields and buttons that appear on the page) – Page Layout Editor (“Page Layouts”) Change page’s layout (Lightning components arranged in regions) – Lightning App Builder Two ways to customize object record pages.Object Record Pages are accessible by clicking on an individual record from any object.To make a compact layout active it needs to be assigned by clicking into the Compact Layout Assignment button.Ĭustomize Record Details with Page Layouts Create and manage page layouts.Įxplain how the page layout editor drives record detail content in Lightning Experience.Compact Layouts are accessible under specific objects within the object manager.They make the team more productive by presenting them with key record info at a glance.the details section when you expand an activity in the activity timeline.the fields in the expanded lookup card when hovering over a link in record details and.in the highlights panel at the top of a record and.Compact layouts control which fields users see:.List Views can have predefined charts, viewable under the chart icon for that view.Ĭustomize Record Highlights with Compact Layouts Describe how compact layouts help your users.List views are created on a given Object tab by selecting the cog icon and then “New.”. List Views are predefined filters on objects.Create an app by clicking New Lightning App.Ĭreate and Customize List Views Create a custom list view.Apps are managed within the App Manager that is available by searching for “app” in the setup menu.Your users can create records and access recent records and lists directly from the navigation bar for items like Opportunities.Your users can access other items and apps by clicking the App Launcher icon.
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