Define Mini Page Layouts for the Agent Console

You can define mini page layouts for the records that appear in the mini view of the Agent console, hover details, and event overlays. A mini page layout contains a subset of the items in an existing page layout. Mini page layouts inherit record type and profile associations, related lists, fields, and field access settings from their associated page layout. The visible fields and related lists of the mini page layout can be further customized, but the other items inherited from the associated page layout can’t be changed on the mini page layout itself.

Required Editions

View supported editions.

User Permissions Needed
To set up the Agent console:	Customize Application

The event mini page layout is used for the event detail and edit overlays, not the Console tab. Related lists on mini page layouts only display in the Console tab, not hover details.

1. From the object management settings for the object whose page layout you want to edit, go to Page Layouts.
2. Next to a page layout name, click Edit.
3. In the page layout header, click Mini Page Layout.
4. Select which fields and related lists are displayed for this type of record in the mini view. For each related list you select, choose which fields to display in that related list.
   • You can select all of the available fields and up to five related lists to display in the console; however, it’s recommended that you only select a few so that users do not have to scroll to find information.
   • Selected fields and related lists display in the console even when they don’t contain content.
   • Fields marked Always Displayed or Always on Layout on page layouts are automatically included on the mini page layout and can’t be removed unless they’re removed from the page layout.
   • Field properties on the page layout determine field properties on the mini page layout. For example, if a field is read-only on the page layout, that same field is read-only on the mini page layout. To change the field properties of fields on the mini page layout, you must change the field properties of fields on the page layout. The console respects field-level security in organizations where it’s available.
   • To add or remove fields, select a field name, and click Add or Remove. To change the order of the fields, select a field name in Selected, and click Up or Down. Click Save when finished.
   • The order of related lists on the page layout determines the order of related lists on the mini page layout. To change the order of related lists on the mini page layout, you must change the order of related lists on the page layout, then select the mini page layout and click Save.
5. Click Save.

Note

You can’t define mini page layouts for the Close Case Layout or the Log a Case Page and View Cases Page layouts on the Self-Service Portal.

You can define mini page layouts for the user object; however, you cannot add standard fields or related lists. Also, a customized mini page layout doesn’t display in the Agent console.

See Also

• Set Up the Agent Console
• Find Object Management Settings