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The Layouts menu identifies all currently defined layouts for the list, including the System Default layout.
Layouts menu Icons:
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| Default Layout
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Indicates that this layout has been pinned as the Default layout for this list. | ||||||||||||
| Layout
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Lets you delete a layout (except the System Default layout). | |||||||||||
| Check Mark
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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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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.
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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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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 has been 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 Detailsdeleted) 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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Adding a new record is a simple uniform procedure through the environment: from any list, click the New button button.
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Step 1 | On the records list, Ctrl+right-click the records that you want to delete. Each selected record is highlighted. |
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Step 2 | On the Action menu that displayed after you made your first selection, click Delete. |
Step 3 | On the Confirmation pop-up that displays, click OK. |
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