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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. 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.
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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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To save a layout as your Default layout for a list, which pins the layout to the list, click the Layout icon 
icon next to that layout in the Layouts menu. The Default Layout icon then displays next to that layout.
Saving a layout as your Default layout for a list does not make that layout the System Default layout; it only means that for you, as the user that saved the layout, it is pinned as your Default layout for the list whenever you display the list.
In the following example, Layout #4 has been selected as the your Default layout for the list, which automatically selects it as the currently displayed layout.
In the following example, Layout #4 Task Instance has been pinned as the your Default layout for the list, and Layout #2 subsequently System Default has been selected as the currently displayed layout.
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To delete a list layout, click the Delete Layout icon 
icon that appears next to every layout (except the System Default layout, which cannot be deleted) in the Layouts menu.
If you delete a layout that is pinned as your Default layout for the list, the System Default layout automatically becomes your Default layout for the list.
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You can temporarily hide a list of records or the record Details that displays below the list.
If you hide a list, more Details can display on the page; if you hide the Details, more records in the list can display.
- To hide a list of records, click the down arrow ( v ) at the top of the list.
- To hide the record Details, click the down arrow ( v ) at the top of the Details.
To redisplay a hidden list or Details, click the up arrow ( ^ ) that replaced down arrow ( v ) when you hid the list or Details.
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Adding a new record is a simple uniform procedure through the environment: from any list, click the button.
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