Edit a Lookup Layout

Use lookup layouts to control which fields appear when users search for and select records in the mobile app.

  1. On the Lookup Layouts tab, click on the layout you want to edit.

  2. Use the Move icon next to a field in the Available Fields to add the field to the Layout canvas.

    You can add up to a maximum of 10 fields.

  3. Click on the field to see the field’s properties in the Field Properties tab.

  1. To remove the field from the layout:

    • Click the X next to the field or

    • In the Field Properties, click Remove Field From Layout.

  2. Click Save.