Lookup Layouts Editor Reference :: FieldFX Documentation

Lookup Layouts Editor

Callout

Name

Description

1

Layout Title
Base Object

The name of the layout plus the object that the layout is based on.

2

Tabs

There are 2 tabs in the Edit screen:

Tab

Description

Layout

This tab shows the fields up to a maximum of 10.

Hidden

This tab defines which fields shouldn’t appear in the user interface but are important for business rules, filters, and automation logic. These fields remain part of the sync profile so calculations, workflows, or conditional logic can correctly run, even though the end user never sees them.

3

Action buttons

The Back button returns to the list of lookup layouts while the Save button saves any changes to the open layout.

4

Available Fields

The list of available fields that can be used on a lookup layout are more extensive than for a transaction object layout and can vary depending on the object chosen at layout creation.

5

Fields list

You can drag up to 10 fields maximum and arrange them in any order.

6

Field Properties
and
Selected Fields (Layout)

They can vary depending on the field.

Field Properties

Show properties of the field you highlighted. Select a field to see the properties.

Selected Fields (Layout)

Shows if the fields are available on a layout, table, or a tile. The field can appear on one or all of them.

Layout Tab

This tab is the design canvas where you can configure how fields appear in the FieldFX Mobile App. Drag a field from the Available Fields list over to the canvas and arrange them for the lookup object. The defined layout determines what users see when interacting with lookup records such as Accounts and Equipment in the mobile app. Different orientations and views (landscape, tile, table) are supported. The primary purpose is a visible UI design for mobile users.

When a Lookup Layout is first created, FieldFX automatically copies the associated object’s Salesforce search layout as the starting point for this tab. Unlike Transaction Object Layouts, there is currently no button or process to reset the layout back to the Salesforce version, or to re-import it, once you begin editing. See Import a Layout for the Transaction Object process.

Hidden Tab

This tab defines which fields shouldn’t appear in the user interface but are important for business rules, filters, and automation logic. These fields remain part of the sync profile so calculations, workflows, or conditional logic can correctly run, even though the end user never sees them.

File Details Tabs

These tabs provide admins with details and controls for lookup object layouts and are comprised of:

Field Properties Tab
Synced Fields Tab

Field Properties Tab

Visibility and behavior of individual fields for lookup objects in the FieldFX Mobile App.

The specifics of the highlighted field (from the details tab) can change depending on the field. They are:

Label - Field Name
API Name - API Name
Type - varies depending on the field. Possible types are: picklist, reference, boolean (formula), boolean, string, double, datetime, currency
Added From - where the field applies: layout, tile, table, hidden
Required in Sync: Indicates whether the field is required when syncing data between the mobile device and Back Office

Use the Move Field to Hidden Tab button to move a field from the layout to the Hidden Tab, ensuring it is not visible to end users but still available for business rules and automation logic.

Synced Fields Tab

The fields that are synced between Back Office and the mobile device.

They are critical to ensure mobile user have the needed data and not overload the device.

Example: You can sync "Job ID" and "Customer Name", but skip internal audit fields.

This tab has two columns:

Table 1. Synced Fields Tab Table
Callout	Name	Description
1	Field Type	The type of the field (e.g., picklist, reference, boolean, string, double, datetime, currency)
2	Required in Object	Indicates if the field is required in the object.
3	Name	The API Name or Label of each field currently synced for the lookup object. The fields can be added manually or automatically when the layout was created. The object’s metadata in Salesforce (FieldFX-managed objects) is the source which reflects the actual field name defined on the object.
4	Read Only	Indicates if the field is read-only in the layout.
5	ADDED BY	Shows what tab the field was added to the layout (Tile, Table, Hidden).

Select fields that need to sync for offline access
Exclude non-essential fields for improved performance and reduced sync time

Reference for Synced Fields Tab in Lookup Objects Layout

Synced Fields tab within a Sync Profile Manager Lookup Layout. The Name column lists the API names of synced fields, and the Added By column indicates how each field was introduced into the layout (Default, Manual, or Global):

Table 2. Synced Fields Tab Reference
Name	FieldFX Added Method
FX5__Job__c	Manual
FX5__Customer__c	Default
FX5__Status__c	Global
FX5__Start_Date__c	Manual
FX5__End_Date__c	Default
FX5__Location__c	Global