Add or Delete a Transaction Object or Lookup Layout
You can add a Transaction Object or Lookup Layout in the Sync Profile Manager Admin Tool. The steps to add them are the same no matter if you are on the Transaction Objects Layouts tab or the Lookup Layouts tab.
Add New Layout
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On the Transaction Objects Layouts tab or the Lookup Layouts tab, click + Add Layout to add a new layout.
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Adding a new layout:
The list of layouts will be blank until you create a new layout. Once you switch back to the tab and select the Object Type that matches the new layout that you just created, a default layout appears in the list.
Objects populated in the Object Type must be used by another sync profile for them to appear in this list.
If on the Transaction Objects Layouts tab
and at the New Global Layout modal,If on the Lookup Layouts tab
and at the New Global Layout modal,-
Enter a name for the new layout in the Layout name field.
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Select the object type from the options shown.
If there are many objects, use the Find box to search.
All the fields from the Default layout are added to the new layout.
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Click Save.
The layout appears in the list.
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Enter a name for the new layout in the Layout name field.
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Select the object type from the options shown.
If there are many objects, use the Find box to search.
All the fields from the Default layout are added to the new layout.
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Click Save.
The layout appears in the list.
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To customize the either type of layout, see Edit a Layout.
Delete Layout
| The list of layouts will be blank until you create a new layout. Once you switch back to the tab and select the Object Type that matches the new layout that you just created, a default layout appears in the list. You can’t delete the default layout. |
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On the tab layout containing the layout you want to delete, select the layout you want to delete.
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Click X Remove Selected.
The layout is removed from the layout list.
Recommended Reading
For more information, see:
| FieldFX Documentation | Salesforce Documentation |
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