Configure the Related List Page Layout

The Related List page layout displays a list of an object's records, with each record showing a set of fields that you can configure.

You can make simple changes to the Related List page layout, as described in the Overview of Configuring the Add-In topic.

To make more extensive changes to the Related List page layout, note these points:

• When you configure the top card in the Related List page layout, the changes are reflected in every card in the list when users view them in the app.
• You can add up to two new fields to the card, and you can change the existing fields. Just click the field and select a field from the list.
• You can add or hide actions for the Related List page, such as whether users can create a task, add a note, or edit the object.

  Click the more icon (three horizontal dots) on the page for the list of available actions. Click + to add an action or click an action's X icon to hide the action.

  You can also hide or add actions for child objects by clicking the child object and following the same steps.

  See How can I add actions to a layout? topic for more details.

• You can also add or hide actions for the card, such as Edit, Add Note, and Share. Click the more icon on the card for the list of actions. Click + for additional actions and click an action's X icon to hide the action.
• You can assign roles and geographical regions to List page layouts. This configuration lets you restrict who can view the page layout by assigned role and geographical region.

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 Oracle Sales for Outlook Configurations topic for details about how to check your Oracle Sales for Outlook configurations.