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Configure list or lookup layout

Learn how to configure list or lookup layouts in Zuora by selecting the appropriate object, view type, and record type, and replacing the default field set with a custom one.

  1. In the Zuora Config tab, click Layout Configuration Settings.
  2. Select the object in the Object Name field.
  3. Select List in the View Type field to configure a list layout or select Lookup to configure a lookup layout.
  4. Select Master in the Record Type field.
  5. Replace the default field set with your custom field set.