Salesforce1 App Developer Guide

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About Action Layouts

Just as object record pages have page layouts that can be customized, actions have action layouts that can be customized. We do this in the action layout editor.

When you create an action, its layout is populated with a default set of fields. Use the action layout editor to specify which fields to include in the layout. You can add and remove fields, or simply reorder them on the layout.

Action Layout Editor

The action layout editor has a palette on the upper section of the screen, and the action layout is below it. The palette contains fields from the action’s target object that you can add to the action layout. However, the following field types aren’t supported, and won’t show up in the palette:
  • Record type fields
  • Read-only field types such as roll-up summary, formula, and auto-number fields
  • Read-only system fields such as Created By or Last Modified By

If you convert a field’s type from one that is supported for actions to a type that isn’t supported, the field is removed from the action layout. If you convert the field back to a supported type without changing the action layout, the field is automatically added back onto the layout. If you’ve edited the layout and then convert the field back to a supported type, you must add the field back onto the layout manually.

Note