Action Layout Editor
Just as object record pages have page layouts that can be customized, actions have action layouts that can be customized. When you create an action, Salesforce populates its layout with a default set of fields. You can add, remove, or reorder fields on the action layout to present only the essential items your users need when they use the action.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, Database.com, and Developer Editions |
For example, a Post action needs just one large text area for user input. By contrast, an object-related Create action must include multiple fields; otherwise, Salesforce can’t create the record.
Find the Action Layout Editor
To view and edit the layouts for global actions, from Setup, in the Quick Find box, enter Actions, and then select Global Actions. Next to the action’s name, click Layout.
To view and edit the layouts for object-specific actions, from the object management settings for the object whose action layout you want to see, go to Buttons, Links, and Actions.
Fields in the Action Layout Editor
The upper part of the action layout editor is the palette, and below the palette is the action layout. The palette contains fields from the action’s target object that you can add to the action layout, except for these unsupported field types.
- 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
- When you create a custom action and the action type is Update a Record, you can't add the Owner field to the action layout for most objects. The exception is Case records. You can add the Case Owner field to your action layout when you create a custom action to update a Case record.
The first time that you view the layout for an action you’ve created, certain fields are prepopulated.
- Target object default fields
- Standard required fields
- Any custom universally required fields
Default actions (available in organizations created after Winter ‘14) have predefined sets of fields.
Inactive Fields
Fields that are already on the action layout still appear on the palette but are inactive. When you select an inactive field on the palette, Salesforce highlights the field on the action layout.
Field Type Conversion
If you convert a field’s type from one that is supported for actions to a type that isn’t supported, Salesforce removes the field from the action layout. If you convert the field back to a supported type without changing the action layout, Salesforce automatically adds the field back to the layout. If you edit the layout, and then convert the field back to a supported type, add the field back to the layout manually.
Layouts Used for Log a Call Actions
A Log a Call action takes the active task page layout except under these conditions.
- If your organization has a custom Log a Call action for a specific object, the custom action takes the custom action layout defined for it.
- If your organization has a custom Log a Call global action, the action takes the custom layout defined for it, unless you also have a custom Log a Call action for an object. A custom object-specific action overrides a custom global action.
To show the simpler New Task form to Salesforce mobile app users, enable the form in Activity Settings and ensure that the layout used includes a subject field.
Layout Auditing
Salesforce tracks action layout customization in the setup audit trail history.
- Action Layout Editor Considerations
When you create an action, Salesforce populates its layout with a default set of fields. You can add, remove, or reorder fields on the action layout to present only the essential items your users need when they use the action.
