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Knowledge Base

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Knowledgebase articles

Form Layout / Layout Rules Troubleshooting

Below are a list of frequently asked questions for Form Layouts and Layout Rules. Please click the link for more information:

  • How to share and remove Form Layout views for Users and Groups?
  • How to add a field to a form layout?
  • How do I apply form layouts to record templates?
  • Why isn’t a field showing on a record when I open it?
  • Why can I not apply a Layout Rule to a Sales Lead?