Configure Page Layouts

Appraisal Management uses standard related lists. Ensure that required related lists are added to page layouts.

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

User Permissions Needed
To configure page layouts:	Customize Application

Configure Lead, Opportunity, Account, and Case Page Layouts

From Setup, go to Object Manager.
Search for and select the object (Lead, Opportunity, Account, or Case).
Select Page Layouts, and then click the primary layout name (e.g., Lead Layout).
In the palette, click Related Lists.
Drag and drop the Appraisals related list onto the page layout.
Save your changes.

From Setup, go to Object Manager.
Search for and select the Appraisal object.
Select Page Layouts, and then click Appraisal Layout.
In the palette, click Related Lists.
Drag and drop the Appraisal Items and Appraisal Adjustments related lists onto the page layout.
Save your changes.

From Setup, go to Object Manager.
Search for and select the Appraisal Item object.
Select Page Layouts, and then click Appraisal Item Layout.
In the palette, click Related Lists.
Drag and drop these related lists onto the page layout:
- Appraisal Item Add Ons
- Appraisal Item Provider Valuations
- Appraisal Adjustments
Save your changes.

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