Add Fields to a Record Page

Lightning Record Pages are typically part of a managed package. In order to add custom or native fields to a page in Lightning, you will first need to Clone the Managed Record Page, and then Edit the Page Layout. This Article covers how to Clone the Record Page and Add Fields to the Page Layout. 

Watch the following 4-minute video to learn how, or follow the click-path instructions below. 

In this click-path example below, we will add fields to the Sale page. 

Step 1: Clone the Lightning Record Page for the object 

Click the gear icon in the upper right corner of the screen

Navigate to the Setup menu 

Click on the Object Manager

Choose the appropriate Object (in this example, we're changing the fields visible on the Sale page). 

Next choose Lightning Record Pages 

Click on the original Lightning Record Page, note: if there are more than one you may need to open them to see the API Names. 

You can identify the original Lightning Record Page because it will indicate it is (Managed). 

You will not be able to add Custom Fields to a Managed Record Page. 

If you only have Managed Record Pages, you will need to Clone one.

Open the Record Page and Click Clone

This action will launch the Lightning App Builder. From here, you'll enter a new Name (Label) for the Lightning Record Page. Be sure to enter a unique API Name. 

If you are using Dynamic Field Visibility you will also need to add the Field to the Record Page.

NOTE: If you are not sure which Record Page is in use, you can access the Record Page by going to the record, clicking the Gear icon and then choosing Edit Page. 

From there click on Fields

Drag and Drop the field you want to add to the page. Be sure to place it in the section and in the field order you want it to appear on the page.  

In the right column you will be able to set Field Visibility based on specific Conditions. In the example below the field will not be displayed if the Staff member lookup is blank. 

Then click Save. The system will ask if you want to Activate this Lightning Record Page. 

Next you will need to Assign as Org Default and then click Close. 

Next you will Assign the form factor for both Desktop and phone and click Next. 

Finally, review the assignment of the record page and click Save. 

Step 2: Add Fields to the Page Layout for the object 

Before completing this next step, try refreshing your Display Density by clicking on your User icon in the upper right corner and choosing either Compact or Comfy (choose the one that is unselected).

 This will force the page to refresh. Click Refresh Now and you should see the new field you've added. 

If you do not, continue with the next steps. 

Navigate to Setup

Click on the Object Manager

Choose the appropriate Object (in this example, we're changing the fields visible on the Sale page). 

Next choose Page Layouts

First, check the Layout Assignment to see which Profiles are assigned each Page Layout. Be sure to add the fields to all Page Layouts (as appropriate to their Profile).

Use the Field finder to locate the field you want to add to the page, then drag and drop the field into the section where you'd like it to appear. 

Click Save at the top of the page when finished making your changes. 

Once saved, Refresh your Display Density by clicking on your User icon in the upper right corner and choosing either Compact or Comfy (choose the one that is unselected).

 This will force the page to refresh. Click Refresh Now and you should see the new field you've added.