Admin: Editing Related List

  1. Navigate to your record and select the Related tab. Click the gear near the top right of the page and select Edit Page.
  2. Click the related list section on the sample page shown. A blue box will hover over this portion of the page.
  3. On the right side navigation, click on the Layout that is listed as “(previewed)”. This will open up a new tab in your browser, which you will close when changes have been completed.

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  1. In the layout menu, click Related Lists.
  2. Click the wrench icon on the tab of the Related List you want to update.
  3. Use the add and remove buttons to update the Selected Fields.
  4. Press the OK button and then the Save button in the layout menu.

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