Layout Editor - A Quick Tour

Layout Editor - A Quick Tour

1. Create a New Field

To create a new field, all you have to do is drag and drop a field from the New Fields tray into the required section in the layout.

Play the GIF below to see how it's done!

2. Edit Field Properties and Permission

Field Properties as well as Permission can be changed from Field Settings.
To access Field Settings, click on the gear icon that appears when you hover your mouse over the field, as seen in the GIF below.

All actions pertaining to a field are grouped under Settings. Besides editing Field Properties and Permission, you can also mark a field as required and replace values in a picklist filed from Settings.

3. Delete and Reuse a Field

To remove a field from the layout, point your mouse to the desired field and click the Remove icon that appears on mouseover. This action will send the field to the Unused Fields tray.
Play the GIF below to see how it's done!

Note that the field is not permanently deleted and only removed from the current layout. It is still available for reuse. Simply drag and drop the field again from the Unused Fields tray whenever you want it back.
To delete a field permanently, delete it again from the Unused Fields tray.

4. Map Dependency Fields

You can map dependency fields from the list of options under Settings, which is found on the top right corner of the layout as seen in the GIF below.

All actions pertaining to a module are grouped in this list under Settings. From here you can also Preview the layout as well as Set Module Permission.
Module specific actions such as Convert Lead Mapping are also found here.

Further Reading

The new Layout Editor has been enhanced to make customizing your module an easy and hassle-free experience.

  • To see what has changed in module customization, read this transition guide right away.
  • To read more about module customization in detail, visit this Help Guide.
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