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The Layouts menu identifies all currently defined layouts for the list, including the System Default layout.
Layouts menu Icons:
| Icon | Description | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Default Layout
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Indicates that this layout has been pinned as the Default layout for this list. | Layout | |||||||||
| Anchor | Layout icon | Layout icon | Identifies every layout - including the System Default layout - that is not pinned as your Default layout|||||||||
| Delete Layout
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Lets you delete a layout (except the System Default layout). | ||||||||||
| Check Mark
|
Indicates the list layout that currently is selected for the list. This layout will display for the list - including any modifications made since the layout was selected - until you close, and then re-open, the list. |
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| Anchor | ||||
|---|---|---|---|---|
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There are two ways to select a layout for a list:
- Click the name of the layout in the Layouts menu
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- . The check mark will display next to that layout, indicating that it is the currently selected layout for the list.
- Click the Layout icon next to the layout. The Default Layout icon and the check mark will display next to that layout, indicating that it is the currently selected layout for the list and is pinned as the Default layout for the list.
| Note | ||
|---|---|---|
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Pinning a layout as your Default layout also selects it as the currently displayed layout, but selecting a layout as the currently displayed layout does not pin it as your Default layout. |
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Step 1 | Select Save Layout... from the Action menu. A Save As... pop-up dialog displays. |
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Step 2 | Enter a Name for the layout. (By default, the dialog displays the record type of the list as the Name.) |
Step 3 | Select whether or not you want to pin the layout as your Default layout for this list. |
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