Contents
Setup:
- From a record of the Object, you wish to update the page, click on the settings icon and then click on the Edit Page.
- In the left-hand Search panel, look for Related Quick Links.
- Drag the Related Quick Links to the section of the page that you want it to display.
Click Your Name | Setup | Customize | Home | Home Page Components. Click Edit next to the component you want to edit. If there is no Edit link next to a component, it is read only. Make any changes.
How do I add a linked list to quick links?
To Add Related List Quick Links to the Page Layout:
- On the right hand of the screen, under Lightning Components, find Related List Quick Links.
- Click and drag the component to the Page Layout screen. It can be placed in the Side Bar or in the heading.
How to edit custom fields in QuickBooks Online?
Edit Custom Field in QuickBooks 1 In the Actions column, select Edit. 2 Edit the field’s name, select the forms it appears on, and choose whether it’s visible to customers or vendors. 3 When you’re done with your changes, select Save. Any edits you make here apply to all forms that use the field. See More….
Drag the Related Quick Links to the section of the page that you want it to display Click Save for the page – at this point it will display the same list that you have the detail page layout Adjusting Quick Links is possible but it is up to the user, or up to the admin to log in as the user and is limited to what is on the page layout
What are the benefits of related quick links?
The benefit of them over Related Lists is that you are not loading all of the content onto the main record page, which means you are reducing the load time and increasing the speed that users can get to what they need.
How to change quick view form in dynamics?
Otherwise, select New to create one. Select Edit to change the selected quick view form. You can specify the default rendering style by selecting the check box. You can set this to display the quick view form as a card.