How to Assign Compact Layouts to Record Types
- From the management settings for the object that you want to edit, go to Compact Layouts.Tip For Salesforce Knowledge articles, fromSetup, enter Knowledge Article Types in the Quick Find box, then select Knowledge Article Types, click the name of an article type, then scroll down to the Compact Layouts related list.
- Click Compact Layout Assignment.
- Select a compact layout to use as the primary compact layout for this object.
- In the Record Type Overrides section, select one or more record types to which you want to assign a compact layout. If you don’t have record types set for the object, you won’t see this section.If you don’t set any record type overrides, all record types use the object’s primary compact layout by default. Some record types in the list might be inactive. You can assign a compact layout to an inactive record type.
- Select a compact layout from the compact layout to use drop-down list to assign it to the selected cells.
- Click on Save.