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Hey Everyone, I have a custom object (KDM__c) that has a master detail relationship to the Account object. On the Account Lightning Page I added a KDM dynamic related list. When I click the related list dropdown and Select "New", the modal opens to create a new KDM record. However, the modal does not display all the fields that I want users to fill in at record creation. Where can I change the fields in this modal? I've tried clicking on the "New" button in the Buttons, Links, and Actions tab of the KDM Object Manager but that doesn't allow me to add or remove fields.

How To Change The Record Creation Fields Of A Related List

 

 

#CRM Configuration

2 respostas
  1. 17 de jan. de 2025, 16:30

    Greetings @Richard Martinez, To change the fields in the "New" modal for your KDM__c related list, you'll need to adjust the page layout for the KDM__c object.

    1. Go to Setup → Object Manager → KDM__c.
    2. Open Page Layouts.
    3. Select the layout assigned to that object (or update all layouts as needed).
    4. Add or remove fields in the "Details" section according to your choice.
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