Mini Layouts
Mini Layouts are special forms with a preconfigured set of fields that are used to create a record in a more convenient way. A mini layout will appear, for example, when tapping the plus button to create a new Account record or creating a new Activity record on the calendar grid. A mini layout can be assigned per each active record type of the offline object.
| If a mini layout for an offline object or its record type is not configured, the default page layout will be open when creating a record. |
Create a Mini Layout
To create a mini layout:
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Click Create layout.
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Enter the name of the mini layout.
There cannot be two layouts with the same name. -
Select the Object from the drop-down list.
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Select the Record Type from the drop-down list.
Make sure that the target profile has the proper permissions for the selected record type. You can review the profile permissions in Setup → Users → Profiles. -
Click Add new field and select a field from the drop-down list, which will be displayed on the mini layout.
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Enable the Required setting to add a required field.
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Click Create.
The mini layout is configured. Perform a synchronization to apply the changes.