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Personalizing Your Application > Changing Your Detail Page Layout

Changing Your Detail Page Layout

Your company administrator determines the type and order of the related information sections that appear on each Detail page. Related information sections show the different record types that can be linked to the selected record. For example, notes and activities are related information that can be linked to opportunities or contacts.

You can change the order of the related information or hide any related information that you are not using. Changing these settings affects only your view of the application.

NOTE: Your company administrator might have disabled the layout permissions for the Detail page. In this case, the Personal Layout section indicates that you do not have permission to view the Layout Edit page.

To edit the layout of your Detail pages

1. In the upper-right corner of any page, click the My Setup global link.
2. In the Layout Personalization section, click the Personal Layout link.
3. In the Personal Detail Page Layout section, click the Layout page link whose detail page layout you want to change.
4. In the Available Related Information section, select the related information section you want to appear and use the right arrow to move it to the Displayed Related Information section.

   TIP: You can select more than one section at a time by holding down the SHIFT or CTRL key on your keyboard when you click to select the selections.

5. In the Displayed Related Information section, select one section at a time and use the arrows to move the related information section up or down until it appears in the order you want.
6. Save the record.

NOTE: From your Detail pages, you can also edit the page layout by clicking the Edit Layout link in the upper right corner. Clicking the Edit Layout link on a Detail page takes you to the Personal Layout page for that Detail page.

Related Information Format on Record Detail Pages

If your user role has the Personalize Related Information Display Format privilege, then you can also choose to show the related information sections on record Detail pages as lists or as tabs, by setting the Related Information Format option in your personal profile. If the Related Information Format option in your personal profile is blank, then the default setting for your user role is used. If the Related Information Format option on your user role is blank, then the default setting for the company is used. For information about changing the Related Information Format option in your personal profile, see Updating Your Personal Details.