Configure the Picker Layout

The Picker page layout displays whenever you're picking an object from a selection list, such as choosing an opportunity from an opportunity search. You can make simple changes to the Picker page layout, as described in the Configure the App Using the Configuration Tool topic.

If you would like to make more extensive changes to the Picker page layout, you will need to note these additional points:

• You can change the fields, add up to six fields, remove fields, and move fields using the steps in the Configure the App Using the Configuration Tool topic.

• You can also enable or disable the ability to create an object from the picker by adding or hiding the page actions. Click the more icon on the page and either add the Create action if it isn't there, or remove the action using the cross icon that appears when you hover over the action.

After making updates to your page layout, make sure that you click Save in the configuration tool page, and test and publish your new page layout. See the Test Your Configurations topic for details about how to check your mobile configurations.