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Maria Mischelle GuerreroMaria Mischelle Guerrero 

Customizing contact layout on case creation

Hello, 

I am sure this is an easy answer, but I need help.

I understand how object layouts and Lightning pages work, but neither of those seem to affect the layout I m looking to edit. On the case creation/close page, we have the contact object. I would like to edit the way these fields are displayed and add additional fields if neededcase creation screensaved case screen. How do I do that?

 

Best Answer chosen by Maria Mischelle Guerrero
Coby PressCoby Press
Okay so i can help you with the second screenshot, but the first one is custom code by the looks of it.
With the second one, you see that Update action and create action, those are quick actions. If you go to the Case object in object manager, buttons and actions, then you should see them. On there you can change the layout

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Coby PressCoby Press
Could you tell me the difference between the two screenshots?
I wont lie the contacts on that top screen looks like a lightning component, are you able to go into the lightning record page and see what the component is comprised off? (related record, lightning component, flow etc)
Maria Mischelle GuerreroMaria Mischelle Guerrero

Hi Coby,

The first screenshot is the contact object on a  Lightning case creation page.

I can go to the lighting incident creation page, but it is one component and I have no option to change anything on the contact object itself. 

Lightning incident creation

Same goes for the case details page

case details page

Coby PressCoby Press
Okay so i can help you with the second screenshot, but the first one is custom code by the looks of it.
With the second one, you see that Update action and create action, those are quick actions. If you go to the Case object in object manager, buttons and actions, then you should see them. On there you can change the layout
This was selected as the best answer
Maria Mischelle GuerreroMaria Mischelle Guerrero

Thank you! That is a huge help!

Have a great rest of your day :)