After you create a object layout, you can view, edit, clone, delete, and edit metadata from the Object Layouts list page. This section explains how to modify an existing object layout, create a copy of an object layout, remove an object layout, and make advanced changes to the object layout metadata using the JSON Editor—changes that cannot be made through the user interface.

To edit object layout

  1. Click the More () icon at the start of the object layout record.

  2. Click Edit. The layout page appears in edit mode.

  3. Make the necessary changes.
  4. Click Publish. A confirmation message appears.

To clone object layout

  1. Click the More () icon at the start of the object layout record.
  2. Click Clone. The Clone Layout popup appears, with fields pre-filled from the source layout.

  3. Modify the existing field values as needed.

  4. Click Save. A confirmation message appears.

Access the newly cloned object layout from the Object Layouts listing page.

To edit object layout metadata

  1. Click the More () icon at the start of the object layout record.
  2. Select Edit Metadata. The JSON Editor opens and displays the object layout code in JSON format.
  3. Edit the JSON code as needed. Use the Beautify option to format the code to standard.
  4. Click Save. A confirmation message appears.

Example: You can add actions to the header of the grid page using the default user interface. However, actions cannot be added above the Grid List. To address this limitation, use the Edit Metadata feature to add custom actions to the Grid View page.

To delete object layout

  1. Click the More () icon at the start of the object layout record.
  2. Select Delete. The Delete Object Layout popup appears.
  3. Click Submit. A confirmation message appears.