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Try It Out: Customize the Job Application Record Highlights
Since there are only a few fields, we don’t need to worry about customizing the page layout. It’s a good time, however, to customize the compact layout.
- From Setup, click .
- Click Job Application.
- In the Compact Layouts related list, use the New button to create a compact layout with the following fields. Enter
a name in Label, and use the Up and Down buttons to match the order.
- Job Application Number
- Status
- Candidate
- Position
- Click Save.
Remember to quickly assign our new compact layout as the primary compact layout for job applications.
- Click Compact Layout Assignment.
- Click Edit Assignment.
- From the drop-down list, select the compact layout you just created.
- Click Save.