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          Customize the Incident Page Layout and Record Page for IT Service

          Customize the Incident Page Layout and Record Page for IT Service

          Customize the incident page layout and configure the record page to capture important details for Incident Management.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
          User Permissions Needed
          To customize page layouts: Customize Application

          To use configuration items in incident records, enable Confirguration Management Database (CMDB).

          We recommend creating separate page layouts for incident fulfillers and employees for the incident object.

          1. Customize fields or define new custom fields and picklist values to suit organizational needs.
          2. Add components to the incident record page to view and manage affected and impacted configuration items.
            1. Open an incident record.
            2. From the Setup menu, select Edit Page.
            3. In the Lightning App Builder, drag and drop Related Affected Config Items and Related Impacted Configuration Items components to the desired region on the page.
              These components are available only when Configuration Management Database (CMDB) is enabled.
            4. Click Save.
            5. Click Activate to make the page available in Lightning Experience.
           
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