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List and Lookup Layout configuration

This document explains the configuration of List and Lookup Layouts, including their UI representation and customization options.

A List Layout is a UI representation of a list of objects, e.g. Billing Account and Quote Template. Display of the lists is controlled by a field set on the object.

A Lookup Layout contains two UI constructs:

  • A text input field that allows auto-complete
  • A lookup browse window that contains a configurable list

Each list or lookup layout has a default field set. Optionally, you can create and assign a custom field set to customize the list display.