In this article, we'll look at how to customize your page layouts.
Access Page Layouts
Go into Setup > Object Manager, then select the object in question.
Click Page Layouts on the left, then select a layout from the list.
If you utilize Lightning Record Pages with Dynamic Forms, you will access the page by following the same steps above. however, instead of going to Page Layouts, you will go to Lightning Record Pages. Choose the layout you would like to update and then drag and drop your fields.
Field Management
As shown in the clip 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 in this help article.
After creating the fields and enabling them on the Dynamic Forms layouts, you will need to navigate on the front end to Setup > Edit Page in order to position them.
Mobile and Lightning Actions
This area controls the buttons that appear in a record.
Follow the steps found under the Access Page Layouts section of this article.
Once you are in the Page Layout you want to adjust, locate Mobile and Lightning Actions. See the clip below for more details.
Related Lists
This area controls the fields that are displayed in a Related List.
Follow the steps found under the Access Page Layouts section of this article.
Once you are in the Page Layout you want to adjust, locate Related Lists. See the clip below for more details.
