Salesforce1 Mobile App Admin Guide

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Action Layouts

Just as object record pages have page layouts that can be customized, actions have action layouts that can be customized. You can add, remove, or reorder fields on the action layout to present only the essential items your users need when they’re taking the action.

To customize the layouts of your global actions, in Setup, click Create | Global Actions | Actions, and then click Layout next to a global action in the list.

To customize the layouts of your object-specific actions, in Setup, click Customize | Object | Buttons, Links, and Actions, and then click Layout next to an action in the list.

The first time you view the layout for an action you’ve created, certain fields are prepopulated: target object default fields, standard required fields, and any custom universally-required fields.

Use the action layout editor to specify which fields to include in 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