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Restore Record View Layout

Note: This can only be completed with a user who has Admin privilege.

The below example refers to an Accounts Module List View

  1. Login to Access CRM using Admin credentials and navigate to the Studio.

  2. Under Developer Tools click Studio

  3. Once in Studio click on Accounts

  4. In the Accounts menu, click on Layouts

  5. Select Record View

  6. Click on View History

  7. A new window will appear which shows a history of layout change dates and the choice to Preview or Restore specific Layouts

    • Selecting Preview will allow to view the layout before choosing

    • Selecting Restore will select the view chosen

  8. Once the Desired layout has been selected click Save & Deploy

  9. The historical view selected will now be the active List view.

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