Extend Dynamic Tables

You might want to extend a dynamic table, such as the Contacts table table to add or remove new fields or other elements.

  1. Click the dynamic table.

    The layout rule set editor appears.

  2. Duplicate the default layout if you haven't already done so.

  3. Open the copied layout.

    The layout editor appears displaying all the attributes currently displayed in the contacts table.

  4. Delete the field by hovering over the field and clicking the X icon.

  5. Use the explorer to locate the field in the list of available fields.

  6. Select the field by clicking the check box.

    The field is added to the table. You can now move the field to where you want it to reside in the table.

  7. Test your changes by clicking the Preview button.