How to Configure the List Layout for a Reference Field (Reference List)

[Varshini_Kasula]

You can configure a list layout to define which columns appear in a reference field’s list view.

Steps to Configure the List Layout:

1. Navigate to the Relevant List

   • Identify the list you want to configure.

   • For example, in the Case form, the Contact reference field displays the following columns: Name, Account, Email, Business Phone, Active.

   • If you don’t need certain fields (e.g., Business Phone and Active), you can remove them from the list layout.        

2. Modify the List Layout

   • Change the scope to Customer Service.

   • Navigate to Customer Service > Customers > Contacts.

   • Click on Configure List Layout.

   • Create a new view with the name sys_ref_list. This will be identified as the Reference List view.

   • Add or remove the fields as needed, then click Save. 

     

3. Verify the Changes

   • Navigate to the Case module in CSM/FSM Configurable Workspace.

   • Open any case form and open the contact reference list layout.

   • Note that the fields have been updated.