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Status Future consideration
Categories Account settings
Created by Mark Eaves
Created on Sep 22, 2021

Make toggling between create/view layouts more obvious within the custom layout editor

The custom layout editor allows you to define the layouts for both the view screen and the create screen for a given record type. The admin needs to toggle between these 2 view types using a drop-down at the top of the screen.

This drop-down was not easily discoverable. Our admins don't usually realize they have an ability to toggle between the view types and they get stuck.

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